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AB SICAV I-Eurozone Equity Portfolio I EUR

Ranked 28 out of 60 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Tawhid Ali

Tawhid Ali was appointed chief investment officer of European Value Equities in 2012 and also serves as the division’s director of research, a position he has held since March 2008. Ali was previously a research analyst covering retail and leisure stocks in Europe. Prior to joining the firm in 2003, he worked in the New York and London offices of McKinsey as an engagement manager. Ali holds an AB from Harvard University and an MBA from the University of Chicago. He is based in London

Andrew Birse

Objective

The Portfolio's investment objective is long term capital growth. The Portfolio seeks to meet its investment objective by investing primarily in the equity securities of Eurozone companies. The Investment Manager expects that at any time at least 80% of the Portfolio's total assets will be invested in equity securities of Eurozone companies, and in no case will the amount of the Portfolio's total assets invested in such securities be less than two-thirds of the Portfolio's total assets.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.6%
2018 -10.8% -1.1% 2.0% 2.4% -13.6%
2017 22.6% 9.0% 6.6% 6.5% -1.0%
2016 23.3% 1.2% -0.5% 14.3% 7.1%
2015 11.9% 10.7% -5.0% -1.4% 8.0%
2014 -3.9% 4.2% -4.1% -5.1% 1.3%
2013 31.0% 4.7% 5.9% 9.5% 8.0%
2012 20.2% 12.1% -9.8% 6.2% 12.0%
2011 -24.6% 7.0% 2.0% -31.3% 0.5%
2010 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Germany
  4. Iceland
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Singapore
  10. Sweden
  11. Switzerland
  12. Taiwan
  13. United Kingdom

Fund Info

  • Launch date04/05/2018
  • Share Class size208Mn
  • Base currencyEUR

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75%

Related News

AAA-rated Ali: Identifying the peripheral European plays

Citywire AAA-rated Tawhid Ali thinks that plenty of good stocks in the European periphery are being thrown out with the proverbial bath water.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).