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AB SICAV I-European Equity Portfolio I EUR

classificato 134 su 244 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

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

Obiettivo

The Portfolio's investment objective is long term capital growth. The Portfolio seeks to meet its investment objective by investing in the equity securities of predominantly European 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 European 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. A European company means any company that is organized in or has substantial business activities in Europe.

Performance

Europa su un periodo di : 31/12/2017 - 31/12/2018
  • Classificazione 134/244 Rendimento totale
  • Classificazione 152/244 Deviazione Standard
  • Classificazione 166/244 Perdita Massima

Rendimento totale

Performance trimestrale

a 31/12/2018 Annuale T1 T2 T3 T4
2018 -13,4% -1,0% 2,4% 1,2% -15,6%
2017 14,6% 7,8% 0,1% 6,3% -0,1%
2016 3,9% -6,7% -2,3% 6,3% 7,2%
2015 16,1% 17,7% -0,6% -6,8% 6,5%
2014 6,6% 3,9% 1,8% -0,5% 1,1%
2013 25,4% 5,0% 1,2% 9,7% 7,7%
2012 16,5% 9,4% -3,8% 6,0% 4,4%
2011 -14,5% -0,4% 0,3% -21,5% 9,1%
2010 7,1% 3,6% -10,8% 9,4% 6,0%
2009 27,2% -13,3% 20,6% 17,4% 3,6%
2008 -47,2% -16,1% -7,1% -12,0% -23,0%
2007 -2,2% 2,7% 7,5% -4,9% -6,8%
2006 21,5% 9,2% -4,1% 7,2% 8,3%
2005 26,4% 5,9% 5,8% 8,8% 3,7%
2004 16,6% 4,4% 3,0% 2,6% 5,7%
2003 16,4% -11,4% 17,0% 2,6% 9,3%
2002 -21,8% 6,9% -9,3% -23,4% 5,3%
2001 9,5%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Bahrain
  2. Finlandia
  3. Francia
  4. Germania
  5. Islanda
  6. Italia
  7. Lussemburgo
  8. Paesi Bassi
  9. Norvegia
  10. Singapore
  11. Spagna
  12. Svezia
  13. Svizzera
  14. Taiwan
  15. Regno Unito

Informazioni sul fondo

  • Inizio collocamento04/05/2018
  • Dimensione share class215Mn
  • Valuta di baseEUR

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo1Mn
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale0,70%

Articoli correlati

Citywire Outlook 2016: come giocarsi l'azionario Europa

Nonostante uno scenario di molteplici turbolenze macroeconomiche i consulenti finanziari non possono permettersi di ignorare questa asset class. La parola ai gestori.

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