AB FCP I-European Equity Portfolio I EUR
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
Objective
The Portfolio's investment objective is long term capital growth. The Portfolio seeks to meet its investment objective by investing in the equity securities of predominantly European 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 European 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. A European company means any company that is organized in or has substantial business activities in Europe.
Performance
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Rank 94/1001 Total Return
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Rank 682/1001 Standard Deviation
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Rank 82/1001 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 92 | SSgA Europe Managed Volatility Equity Fund I | USD | 21.0% |
| 93 | Eleva European Selection Fund R EUR | USD | 21.0% |
| 94 | AB FCP I-European Equity Portfolio I EUR | USD | 21.0% |
| 95 | European Dividend Plus R VA | USD | 20.9% |
| 96 | RAM (Lux) SF-European Equities B | USD | 20.9% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 682 | EG European Equities (EUR) | USD | 11.9 |
| 682 | LO Selection European Equities (EUR) MA | USD | 11.9 |
| 682 | AB FCP I-European Equity Portfolio I EUR | USD | 11.9 |
| 682 | Evli Europe B | USD | 11.9 |
| 682 | Lansforsakringar Europa Aktiv A | USD | 11.9 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 81 | Mansartis Europe C | USD | -4.8% |
| 82 | AB FCP I-European Equity Portfolio I EUR | USD | -4.9% |
| 83 | IG Mackenzie Ivy European Class Series A | USD | -4.9% |
| 84 | Seeyond Europe MinVariance I/A (EUR) | USD | -4.9% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | 1.4% | ||||
| 2017 | 30.4% | 9.4% | 6.8% | 10.2% | 1.4% |
| 2016 | 0.9% | -2.1% | -4.7% | 7.5% | 0.6% |
| 2015 | 4.2% | 4.5% | 3.1% | -6.7% | 3.6% |
| 2014 | -6.4% | 4.0% | 1.2% | -8.2% | -3.1% |
| 2013 | 31.1% | 2.2% | 2.4% | 14.2% | 9.7% |
| 2012 | 18.3% | 12.2% | -8.3% | 7.4% | 7.0% |
| 2011 | -17.3% | 5.3% | 2.4% | -27.4% | 5.6% |
| 2010 | 0.1% | -2.3% | -19.3% | 21.9% | 4.1% |
| 2009 | 31.3% | -17.2% | 27.4% | 22.4% | 1.7% |
| 2008 | -49.8% | -9.1% | -7.6% | -21.6% | -23.8% |
| 2007 | 8.4% | 3.6% | 9.1% | 0.1% | -4.2% |
| 2006 | 35.8% | 12.0% | 1.3% | 6.2% | 12.8% |
| 2005 | 9.7% | 1.3% | -1.4% | 8.4% | 1.4% |
| 2004 | 25.7% | 1.8% | 2.0% | 4.7% | 15.7% |
| 2003 | 39.9% | -7.8% | 23.2% | 4.1% | 18.4% |
| 2002 | -7.8% | 4.7% | 2.7% | -23.4% | 11.8% |
| 2001 | 7.1% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Bahrain
- Finland
- France
- Germany
- Iceland
- Italy
- Luxembourg
- Netherlands
- Norway
- Singapore
- Spain
- Sweden
- Switzerland
- Taiwan
- United Kingdom
Fund Info
- Launch date29/08/2001
- Share Class size181Mn
- Base currencyEUR
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ISIN LU0128316840
Purchase Info
- Min. initial investment1Mn
- Min. regular additional investment0
Charges
- Annual management0.70%