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AB SICAV I-Thematic Research Portfolio AX USD

Ranked 2 out of 27 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Daniel Roarty

Objective

The investment objective of the Portfolio is to achieve long-term capital appreciation. The Portfolio pursues opportunistic growth by investing in a global universe of companies in multiple industries that may benefit from innovation. The Portfolio invests in securities issued by global companies from multiple industry sectors in an attempt to maximize opportunity, which should also tend to reduce risk. The Portfolio invests in both developed and emerging market countries and may invest without limit in securities of issuers in any one country.

Showing fund performance in Peru View performance globally

Performance

Global over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 35.0% 12.2% 7.5% 5.5% 6.2%
2016 -2.6% -1.0% 8.6%
2015 0.3% 5.2% 1.6% -10.5% 4.8%
2014 1.6% -1.3% 6.9% -3.5% -0.2%
2013 21.6% 5.7% -0.5% 7.6% 7.5%
2012 12.3% 14.7% -8.6% 6.2% 0.8%
2011 -12.2% 3.1% -1.6% -19.7% 7.7%
2010 7.1% 1.2% -14.6% 14.2% 8.4%
2009 30.0% -8.7% 16.5% 16.0% 5.3%
2008 -53.4% -14.7% -1.2% -23.1% -28.0%
2007 11.7% 1.7% 4.6% 5.0% -0.1%
2006 13.2% 6.7% -4.1% 2.0% 8.4%
2005 15.3% -1.9% 2.2% 10.6% 4.0%
2004 12.3% 3.3% -0.3% -1.4% 10.7%
2003 32.3% -5.4% 17.3% 6.5% 11.9%
2002 -19.1% 0.5% -9.4% -18.0% 8.3%
2001 -14.9% -12.9% 4.8% -16.8% 12.0%
2000 -0.6% 10.5% -1.7% 2.8% -11.0%
1999 43.8% 5.9% 8.8% -1.0% 26.1%
1998 25.5% 14.7% 4.2% -16.0% 25.0%
1997 8.2% -3.1% 11.2% 8.6% -7.7%
1996 13.9% 2.5% 2.6% 5.6% 2.6%
1995 -0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date28/10/2016
  • Share Class size783Mn
  • Base currencyUSD
  • ISIN LU0057025933

Purchase Info

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

Charges

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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).