AB - Select US Equity Portfolio A AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 10.6 | 29.8 | -4.1 | 11.1 | 16.9 |
![]() | +/-Cat | -3.5 | 3.5 | 5.3 | -6.2 | 3.4 |
![]() | +/-B’mrk | -6.1 | 2.7 | 5.7 | -8.1 | 1.6 |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
NAV 13/08/2024 | USD 66.27 | |
Day Change | 0.99% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | LU0683600562 | |
Fund Size (Mil) 13/08/2024 | USD 3731.59 | |
Share Class Size (Mil) 13/08/2024 | USD 500.62 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 29/02/2024 | 2.00% |
Morningstar Research |
Analyst Report | 28/11/2023 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 A Acc |
The Portfolio seeks to increase the value of investment over time through capital growth while seeking to maximise risk-adjusted returns relative to the overall US equity markets. Under normal market conditions, the Portfolio typically invests at least 80% of its assets in equity securities. The Portfolio mainly invests in medium and large-sized companies that are traded in the US. The Portfolio’s investments may include convertible securities, depositary receipts, REITs and ETFs. The Portfolio may be exposed to any currency. |
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 A Acc | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.51 |
![]() | ![]() | 6.49 |
![]() | ![]() | 5.77 |
![]() | ![]() | 4.84 |
![]() | ![]() | 4.19 |
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AB - Select US Equity Portfolio A Acc |