AB - Select US Equity Portfolio I USD AccRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 30.8 | -3.4 | 12.0 | 27.7 | 4.6 |
![]() | +/-Cat | 4.5 | 6.1 | -5.2 | 4.6 | 0.6 |
![]() | +/-B’mrk | 3.7 | 6.4 | -7.1 | 0.9 | 0.7 |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
NAV 07/02/2025 | USD 82.37 | |
Day Change | -0.86% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | LU0683600992 | |
Fund Size (Mil) 07/02/2025 | USD 4866.59 | |
Share Class Size (Mil) 07/02/2025 | USD 368.24 | |
Max Initial Charge | 1.50% | |
Ongoing Charge 29/02/2024 | 1.20% |
Morningstar Research |
Analyst Report | 29/11/2024 Natalia Wolfstetter, Director Morningstar, Inc |
While the strategy boasts an experienced lead manager, a high level of key-person and execution risk limits AB Select US Equity’s Morningstar Analyst Rating to Neutral across its share classes.This fund is led by veteran manager Kurt Feuerman,... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: AB - Select US Equity Portfolio I USD Acc |
The Portfolio seeks to increase the value of your investment over time through total return, using a combination of income and capital growth, while seeking lower volatility than the global high yield bond markets (as measured by the Bloomberg Global High Yield Corporate Bond Index). In actively managing the Portfolio, the Investment Manager invests flexibly across sectors (types of bonds), industries, countries, currencies and credit qualities and seeks to balance risk and return characteristics. The Investment Manager uses a disciplined process integrating fundamental and quantitative research to identify high-conviction opportunities while actively managing duration and yield-curve positioning (top-down and bottom-up approach). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Anthony Nappo 28/10/2011 | ||
Kurt Feuerman 28/10/2011 | ||
Inception Date 28/10/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 TR USD | Morningstar US Large-Mid NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AB - Select US Equity Portfolio I USD Acc | 31/12/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.53 |
![]() | ![]() | 6.40 |
![]() | ![]() | 6.07 |
![]() | ![]() | 4.64 |
![]() | ![]() | 4.52 |
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AB - Select US Equity Portfolio I USD Acc |