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AB SICAV I-Emer Markets Multi-Asset Pf A USD

classificato 6 su 9 di - Emerging Markets su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Henry D'Auria

Henry D’Auria is the chief investment officer of emerging markets value equities at Alliance Bernstein. Henry joined the firm in 1991 as a research analyst covering consumer and natural gas companies, and later covered the financial-services industry. He was previously a vice president and sell-side analyst at PaineWebber, where he specialised in restaurants, lodging and retail. He holds a BA in Economics from Trinity College and is a CFA charterholder.

Paul DeNoon

Paul DeNoon joined Alliance Capital as a portfolio manager in 1992 and currently takes charge of the massive AllianceBernstein-American Income Portfolio. The fund is 100% US Dollar denominated with DeNoon allocating between sectors based upon top-down analysis of global economic trends. Bottom-up in-house research drives the security selection. Prior to joining Alliance Capital, DeNoon spent six years working for Manufacturers Hanover Trust as an economist and ultimately portfolio manager. He started his career with two years as an economic research analyst at Lehman Brothers. DeNoon was born in Rochester, New York, in 1962 and holds a bachelor’s degree in economics from Union College, Schenectady, New York, and a masters degree in finance from New York University. Away from the office he is a keen skier and keeps himself busy coaching youth soccer.

Morgan Harting

Morgan C. Harting is the lead Portfolio Manager for all Multi-Asset Income strategies. He also manages the Emerging Markets Multi-Asset Portfolio and is a member of the portfolio team for the Frontier Emerging Markets Portfolios. Harting joined AB in 2007 as part of the global and emerging-market equities portfolio-management team. Prior to that, he was a sovereign-debt analyst, first at Standard & Poor’s and then at Fitch Ratings, where he was a senior director. Harting holds a BA from Wesleyan University, and both an MA in international relations and an MBA from Yale University, where he was a graduate teaching fellow in international economics. He is a CFA charterholder and a Chartered Alternative Investment Analyst (CAIA).


The Portfolio seeks to maximize total return. The Portfolio strategy seeks to meet its investment objective primarily through asset allocation among stocks and bonds of emerging market issuers, sector and security analysis, interest rate management, country and currency selection. The Investment Manager will pursue the Portfolio's investment objective of maximizing total return while also seeking to moderate volatility. The Investment Manager will actively adjust the Portfolio's investment exposures to emerging market issuers and a variety of emerging markets and other asset classes, with the goal of producing what the Investment Manager considers to be the Portfolio's optimal risk/return profile at any particular point in time.


Emerging Markets su un periodo di : 31/10/2017 - 31/10/2018

Rendimento totale

Performance trimestrale

a 30/09/2018 Annuale T1 T2 T3 T4
2018 -1,5% -4,0% 0,9%
2017 6,9% 7,8% -2,5% -0,7% 2,4%
2016 14,9% 3,0% 4,6% 4,3% 2,2%
2015 3,8% 14,4% -1,0% -10,4% 2,3%
2014 13,6% -0,4% 7,6% 4,8% 1,2%
2013 -12,3% 0,4% -10,7% -1,7% -0,5%
2012 13,1% 9,2% -3,8% 4,0% 3,5%
2011 -12,3% 7,1%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento


I 10 principali strumenti in portafogliolio

Azioni Dimensioni
Alibaba Group Holding Ltd DR 2,93%
Taiwan Semiconductor Manufacturing Co Ltd ORD 2,86%
Samsung Electronics Co Ltd ORD 2,75%
China Petroleum & Chemical Corp ORD 2,50%
Tencent Holdings Ltd ORD 2,32%
Tatneft' PAO DR 1,94%
NK Lukoil PAO DR 1,77%
Formosa Chemicals & Fibre Corp ORD 1,56%
China Everbright Ltd ORD 1,38%
Asustek Computer Inc ORD 1,33%

Registrato Per La Vendita In

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

Informazioni sul fondo

  • Inizio collocamento01/06/2011
  • Dimensione share class205Mn
  • Valuta di baseUSD
  • ISIN LU0633140560

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo2.000
  • Investimento aggiuntivo minimo0


  • Commissioni di gestione annuale1,60%
  • Investimento iniziale1,60%

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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).