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AB SICAV I-Short Duration High Yield Pf I2 USD

Ranked 198 out of 234 in - Global High Yield over 12 months
All calculations are in USD unless stated

Managed by

Gershon Distenfeld

Gershon Distenfeld was born in 1975 in New York. He holds BA in finance from the Sy Syms School of Business at Yeshiva University in New York and is a CFA Charterholder. He started his career in July 1997 at Lehman Brothers as an emerging markets operations analyst, and in May 1998 joined Alliance Bernstein as a high yield trader. He then started managing high yield portfolios and is currently director of high yield. Outside of work, Gershon enjoys golf, backgammon and American football.

Sherif M. Hamid

Ivan Rudolph-Shabinsky

Ivan Rudolph-Shabinsky is a Senior Vice President and Credit Portfolio Manager at Alliance Bernstein, focusing primarily on the Low Volatility High Yield Strategy and the Short Duration High Yield Fund on the Luxembourg-domiciled fund platform, designed for non-US investors. He is a member of the Credit and High Yield fixed-income portfolio-management teams, and a member of the internal Credit Research Review Committee. Rudolph-Shabinsky joined the firm in 1992 as a portfolio manager, and managed the Stable Value and Inflation-Linked Bond strategies. He has held other leadership posts at the firm, including head of Product Development and head of Product Management. He holds a BA in economics and Soviet/East European studies from Cornell University and an MBA from Columbia University, and is a CFA charterholder

Ashish Shah

Ashish Shah is currently located in New York. He joined Alliance Bernstein in 2010 and oversees the firm’s Global Credit strategies. Previously, he was a managing director and head of Global Credit Strategy at Barclays Capital, where he was responsible for the High Grade, High Yield, Structured Credit and Municipal Strategy Groups, and the Special Situations Research team. Prior to that, Shah served as the head of Credit Strategy at Lehman Brothers, heading the Structured Credit/CDO and Credit Strategy Groups and covering the cash bond, credit derivatives and CDO product areas for global credit investors. Before that, he served as North American CFO at Level 3 Communications from 1999 to 2000 and gained trading experience at Soros submanager Blue Border Partners and Bankers Trust, where he ran US equity arbitrage from 1994 to 1999. Shah holds a BS in economics from the Wharton School, University of Pennsylvania.

Objective

The investment objective of the Portfolio is to achieve high risk-adjusted returns through investing in a diversified portfolio of high yielding securities and related derivatives, with an average portfolio duration of less than four years.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global High Yield over : 30/06/2016 - 30/06/2017
  • Rank 198/234 Total Return
  • Rank 14/234 Standard Deviation
  • Rank 20/234 Max Drawdown
Fund Name Currency Risk
12 Aviva Investors Short Duration Gl HY Bd I USD USD

1.8

13 Candriam Patrimoine Obli-Inter I

Currency exposure is hedged

Currency exposure is hedged

EUR

1.8

14 AB SICAV I-Short Duration High Yield Pf I2 USD USD

1.8

15 UBI SICAV - Global High Yield Eur Hdg I Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

16 UBI Pramerica Global High Yield EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

16 UFF Obligations 3-5 A

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

Fund Name Currency Loss
18 AXA WF Global High Yield Bonds A C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

19 Renaissance Flexible Yield Class A USD USD

-0.3%

20 Principal GI Post Global Ltd Term HY I Acc USD USD

-0.3%

20 AB SICAV I-Short Duration High Yield Pf I2 USD USD

-0.3%

20 PIMCO GIS Global High Yield Bond Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.1% 1.3%
2016 8.4% 2.2% 2.4% 2.7% 0.9%
2015 -0.2% 1.7% 0.5% -2.0% -0.3%
2014 1.2% 1.6% 1.1% -1.5% 0.1%
2013 4.9% 1.8% -1.4% 2.1% 2.3%
2012 11.6% 3.8% 1.8% 3.3% 2.3%
2011 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date29/07/2011
  • Share Class size56Mn
  • Base currencyUSD
  • ISIN LU0654560100

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.55%

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