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AB FCP I-European Income Portfolio A USD

Ranked 2 out of 2 in - Europe over 12 months
All calculations are in USD unless stated

Managed by

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

Objective

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.

Showing fund performance in Peru View performance globally

Performance

Europe over : 30/04/2017 - 30/04/2018
  • Rank 2/2 Total Return
  • Rank 2/2 Standard Deviation
  • Rank 2/2 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.6%
2017 18.0% 1.7% 8.6% 4.4% 2.4%
2016 1.8% 7.0% -1.3% 3.6% -6.9%
2015 -10.0% -8.7% 0.9% -0.2% -2.0%
2014 -6.6% 2.9% 1.1% -7.9% -2.6%
2013 8.9% -2.1% 1.0% 6.0% 3.9%
2012 23.5% 12.5% -5.7% 8.0% 7.7%
2011 -5.4% 7.4% 2.5% -13.0% -1.2%
2010 2.1% -0.6% -10.0% 17.4% -2.9%
2009 43.1% -8.0% 29.0% 21.1% -0.6%
2008 -25.9% 3.5% 0.2% -16.4% -14.6%
2007 8.3% 1.4% 0.4% 5.3% 1.0%
2006 13.1% 2.2% 3.7% 1.5% 5.1%
2005 -8.5% -3.5% -4.8% 0.9% -1.3%
2004 17.6% 0.8% -2.4% 5.4% 13.4%
2003 32.9% 6.1% 11.4% 1.8% 10.4%
2002 19.9% -2.7% 11.0% 1.1% 9.9%
2001 -8.2% -5.4% -7.4% 3.5% 1.3%
2000 -11.1% -3.9% -2.9% -9.4% 5.2%
1999 -3.9% 1.7% -3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date26/02/1999
  • Base currencyUSD
  • ISIN LU0232529882

Purchase Info

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

Charges

  • Annual management1.10%

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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).