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AB FCP I-European Income Portfolio A2 EUR

classificato 5 su 32 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Scott DiMaggio

The global director of fixed income for Alliance Bernstein New York, Scott A DiMaggio, runs the funds Global Plus Fixed Income and Global Bond Fund. He describes his investment style as macro, fundamental and benchmark-aware. He invests in his own strategies and considers the global, multi-sector approach allows the fund to perform well in all market environments. The most attractive part of the bond market for him is the investment grade credit/ developed and emerging market. Prior to joining Alliance Bernstein, he worked for Santander Investments in risk management. Scott is CFA charterholder and is member of both the CFA Institute and the NYSSA.

Jorgen Kjaersgaard

Jørgen Kjærsgaard is head of European credit at Alliance Bernstein. He serves as portfolio manager for European Credit and heads the UK & Euro, High-Yield and Investment-Grade Credit portfolio-management teams. Prior to joining the firm in 2007, Jørgen was executive director for structured credit solutions at Rabobank. He holds a BSc in Business Administration and an MBSc in Finance from the Aarhus School of Business at Aarhus University.

John Taylor

Obiettivo

The investment objective of the Portfolio is to achieve high total return by maximizing current income and, to the extent consistent with that objective, capital appreciation. The Investment Manager intends to manage the Portfolio to maximize current income by taking advantage of market developments, yield disparities and variations in the creditworthiness of issuers. The Portfolio will pursue this objective through investment primarily in fixed-income securities of European companies and governments, at least two-thirds of the Portfolio's total assets in such securities, and may invest up to one-third of total assets in Euro- or European currency-denominated fixedincome securities of non-European issuers.

Performance

Europa su un periodo di : 31/03/2017 - 31/03/2018
  • Classificazione 5/32 Rendimento totale
  • Classificazione 20/32 Deviazione Standard
  • Classificazione 9/32 Perdita Massima
Nome del Fondo Currency Risk
18 NN (L) Euromix Bond X Cap EUR EUR

1,8

19 ECM Dynamic Credit I Dis EUR

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

2,0

20 AB FCP I-European Income Portfolio A2 EUR EUR

2,0

21 BNP Paribas L1 Bond Europe Plus Classic Cap EUR

2,0

22 Ras Lux Bond Europe EUR

2,0

Rendimento totale

Performance trimestrale

a 31/03/2018 Annuale T1 T2 T3 T4
2018 0,2%
2017 3,4% 0,3% 1,4% 1,0% 0,7%
2016 5,1% 1,9% 1,3% 2,3% -0,5%
2015 0,2% 2,9% -2,8% -0,6% 0,8%
2014 6,0% 2,6% 1,6% -0,1% 1,7%
2013 4,7% 0,8% -0,7% 2,2% 2,3%
2012 21,1% 9,2% -0,5% 6,2% 4,9%
2011 -2,1% 1,6% 0,2% -5,8% 2,1%
2010 9,3% 5,5% -0,7% 5,4% -1,1%
2009 39,7% -2,9% 21,9% 16,2% 1,7%
2008 -22,9% -4,2% 0,2% -6,6% -13,9%
2007 -1,8% 0,3% -1,1% 0,2% -1,2%
2006 1,4% -0,2% -1,5% 2,4% 0,8%
2005 4,8% 0,8% 2,3% 1,5% 0,1%
2004 9,4% 2,9% -0,7% 3,0% 4,0%
2003 10,6% 2,1% 5,1% 0,9% 2,2%
2002 2,9% -0,4% -1,4% 1,4% 3,4%
2001 -3,4% 2,0% -3,9% -4,2% 2,9%
2000 -5,6% 1,4% -2,1% -2,6% -2,4%
1999 -0,4% -2,1% 2,4%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Bahrain
  3. Chile
  4. Finlandia
  5. Francia
  6. Germania
  7. Hong Kong
  8. Islanda
  9. Italia
  10. Korea
  11. Lussemburgo
  12. Macau
  13. Paesi Bassi
  14. Norvegia
  15. Singapore
  16. Spagna
  17. Svezia
  18. Svizzera
  19. Taiwan

Informazioni sul fondo

  • Inizio collocamento26/02/1999
  • Dimensione share class104Mn
  • Valuta di baseEUR
  • ISIN LU0095024591

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo2.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,10%

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La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).