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AB SICAV I-Emerging Markets Equity Pf I USD

Ranked 173 out of 222 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Kent Hargis

Kent Hargis is Portfolio Manager of Strategic Core Equities at Alliance Bernstein. He has been managing the Global, International and US portfolios since their inception in September 2011, and the Emerging Markets Strategic Core portfolio since January 2015. Hargis was named Head of Quantitative Research for Equities in 2009, with responsibility for overseeing the research and application of risk and return models across the firm’s equity portfolios. He joined the firm in October 2003 as a senior quantitative strategist. Prior to that, Hargis was chief portfolio strategist for global emerging markets at Goldman Sachs. From 1995 through 1998, he was assistant professor of international finance in the graduate program at the University of South Carolina, where he published extensively on various international investment topics. Hargis holds a PhD in economics from the University of Illinois, where his research focused on international finance, econometrics and emerging financial markets.

Stuart Rae

Stuart Rae has been Chief Investment Officer of Asia-Pacific ex Japan Value equities at Alliance Bernstein since 2006. He served as co-CIO of Australian Value until 2012, and was CIO of Australian Value Equities from 2003 to 2006. Stuart joined the firm in 1999 as a research analyst covering European consumer-cyclicals stocks. Previously, he was a management consultant with McKinsey for six years in Australia and the UK. Stuart earned a BS (with honors) from Monash University in Australia in 1987 and a PhD in physics from the University of Oxford in 1991, where he studied as a Rhodes Scholar.

Sammy Suzuki

Born in Yokohama in 1971, Sammy Suzuki studied finance and materials science and engineering at the University of Pennsylvania. Sammy has worked for Alliance Bernstein since 1994 holding different positions. He is currently a fund manager and manages emerging market equities as well as some institutional mandates. He bases his strategy on value investment with price to normalized earnings as a key valuation metric. Sammy is a CFA Charterholder and member of the Economic Club of New York.

Objective

The Portfolio's investment objective is long term growth of capital. The Portfolio seeks to achieve its investment objective by investing in a portfolio of equity securities of emerging markets companies. Emerging markets include but are not limited to those countries listed in the MSCI Emerging Markets Index. The Portfolio may also invest in frontier markets from time to time. Frontier markets include but are not limited to those countries listed in the S&P Frontier Broad Market Index.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.3% -6.1%
2017 27.4% 12.0% 1.1% 7.6% 4.6%
2016 9.8% 2.1% 4.2% 3.6% -0.4%
2015 -7.1% 1.5% -1.6% -8.8% 2.0%
2014 9.1% 5.6% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Iceland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date13/03/2014
  • Base currencyUSD
  • ISIN LU1005412462

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment0.85%

Related News

AB shuffles manager line-up on EM equity value fund

Market veteran steps back to focus on separate approach as two new names are added to team, Citywire Global has learned.

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