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AB FCP I-US Thematic Research Portfolio I USD

Ranked 12 out of 36 in - US over 12 months
All calculations are in USD unless stated

Managed by

Daniel Roarty

Objective

The Portfolio pursues opportunistic growth by investing in a universe of US companies in multiple industries that may benefit from economic, demographic, or technological innovation. The Investment Manager employs a combination of top-down and bottom-up investment processes with the goal of identifying the most attractive securities, fitting into our broader themes. Drawing on the global fundamental and quantitative research capabilities of the Investment Manager, and its economists' macro-economic insights, the Portfolio's investment strategy seeks to identify long-term trends that will affect multiple industries.

Showing fund performance in Peru View performance globally

Performance

US over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.4% 3.1%
2017 33.6% 10.2% 8.7% 4.6% 6.6%
2016 3.5% -2.5% -0.1% 6.6% -0.3%
2015 6.0% 6.1% 2.4% -8.1% 6.2%
2014 9.8% 1.5% 5.4% -1.7% 4.4%
2013 34.7% 6.5% 3.5% 10.8% 10.4%
2012 21.5% 20.6% -9.9% 9.2% 2.4%
2011 -15.6% 7.4% -3.9% -24.3% 7.9%
2010 23.5% 4.6% -12.4% 15.1% 17.2%
2009 19.2% -9.4% 13.2% 11.0% 4.7%
2008 -37.5% -13.7% -4.0% -10.6% -15.7%
2007 1.7% -0.3% 4.8% 1.5% -4.1%
2006 14.8% 2.7% -2.3% 6.5% 7.5%
2005 3.5% -0.9% 0.3% 1.8% 2.3%
2004 9.8% 2.7% -0.2% -1.4% 8.6%
2003 29.8% -2.4% 17.2% 2.1% 11.1%
2002 -24.7% 0.6% -15.9% -17.8% 8.3%
2001 -11.7% 8.5%

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. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Peru
  13. Singapore
  14. Sweden
  15. Switzerland
  16. Taiwan

Fund Info

  • Launch date07/05/2001
  • Share Class size31Mn
  • Base currencyUSD
  • ISIN LU0128316170

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.70%

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