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AB SICAV I-Eurozone Equity Portfolio AX EUR

Ranked 1 out of 8 in - EuroZone over 12 months
All calculations are in USD 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 Bahrain View performance globally

Performance

EuroZone over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.3%
2017 33.3% 10.1% 10.5% 9.9% -0.3%
2016 2.6% -1.5% -7.6% 10.8% 1.7%
2015 4.9% 5.1% 0.5% -5.2% 4.8%
2014 -10.2% 4.7% -1.9% -10.2% -2.7%
2013 32.6% -2.3% 5.5% 16.8% 10.2%
2012 24.6% 15.0% -11.7% 9.1% 12.5%
2011 -25.6% 9.4% 1.9% -33.5% 0.2%
2010 4.5% 0.6% -13.6% 16.9% 2.9%
2009 30.3% -11.9% 24.8% 16.1% 2.1%
2008 -49.1% -9.2% -0.6% -25.6% -24.3%
2007 12.9% 4.4% 6.4% 1.2% 0.5%
2006 31.0% 9.8% 0.0% 4.2% 14.5%
2005 9.2% -0.1% -3.3% 10.7% 2.1%
2004 7.9% -0.3% -2.4% -1.9% 13.0%
2003 28.4% -13.3% 20.1% 4.4% 18.2%
2002 -23.6% 2.3% -12.7% -26.7% 16.6%
2001 -25.7% -19.1% -7.0% -11.6% 11.7%
2000 -17.3% -0.6% -8.7% -6.1% -3.0%
1999 -0.9% 4.1% 26.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Iceland
  8. Japan
  9. Korea
  10. Luxembourg
  11. Macau
  12. Netherlands
  13. Norway
  14. Peru
  15. Spain
  16. Sweden
  17. Switzerland
  18. Taiwan

Fund Info

  • Launch date26/02/1999
  • Share Class size33Mn
  • Base currencyEUR

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Time to take longer-term look on Europe's banks, says value CIO

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