AB SICAV I - Low Volatility Equity Portfolio
Estrategia de inversión
The Portfolio's investment objective is long term capital growth.In seeking to achieve the Portfolio's objective the Investment Manager seeks to identify equity securities that it believes have fundamentally lower volatility and less downside risks in the future. The Investment Manager uses its proprietary risk and return models as well as its judgment and experience in managing investment portfolios to construct a portfolio that seeks to minimize volatility while maximizing quality exposure. The Portfolio will predominantly invest in equity securities of companies in developed markets, however the Portfolio is not restricted from purchasing equity securities in any country, including emerging markets.
Comisiones
Otras clases
| Nombre | ISIN | Comisión |
|---|---|---|
| AB SICAV I - Low Volatility Equity Portfolio A USD Acc | LU0861579265 | 1,50 % |
| AB SICAV I - Low Volatility Equity Portfolio I Acc | LU1306336170 | 0,70 % |
| AB SICAV I - Low Volatility Equity Portfolio I Acc | LU0861579349 | 0,70 % |
| AB SICAV I - Low Volatility Equity Portfolio I EUR Acc | LU1998907270 | 0,70 % |
| AB SICAV I - Low Volatility Equity Portfolio I EUR H Acc | LU0861579851 | 0,70 % |
| AB SICAV I - Low Volatility Equity Portfolio A EUR H Acc | LU0861579778 | 1,50 % |
| AB SICAV I- Low Volatility Equity Portfolio A EUR Acc | LU1998907197 | 1,50 % |
Rentabilidad por períodos
Período |
Acumulada |
Anualizada |
|---|---|---|
|
Año actual
|
-9,13% | - |
|
30 días
|
7,83% | - |
|
6 meses
|
-3,46% | - |
|
12 meses
|
-5,84% | - |
|
2 años
|
14,34% | 6,93% |
|
3 años
|
18,63% | 5,86% |
|
5 años
|
31,90% | 5,69% |
Rentabilidad por trimestres
| Año | T1 | T2 | T3 | T4 | |
|---|---|---|---|---|---|
| 2013 | 24,50% | 10,23% | 0,18% | 6,46% | 5,90% |
| 2014 | 9,41% | 2,70% | 4,11% | -0,05% | 2,38% |
| 2015 | 4,84% | 3,16% | -0,91% | -2,85% | 5,57% |
| 2016 | 2,17% | 1,51% | 1,11% | 0,87% | -1,32% |
| 2017 | 16,24% | 5,12% | 3,51% | 2,46% | 4,26% |
| 2018 | -7,50% | -1,03% | 1,84% | 4,61% | -12,27% |
| 2019 | 21,02% | 10,64% | 3,18% | 1,09% | 4,87% |
| 2020 | 3,23% | -19,53% | 12,51% | 5,95% | 7,61% |
| 2021 | 18,13% | 2,64% | 6,66% | 0,47% | 7,40% |
| 2022 | - | -4,62% | -11,73% | - | - |
Rentabilidad mensual
Rentabilidad de los últimos 12 meses
Categoría
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Documentos
Documento |
Última actualización |
|---|---|
| Factsheet |
19/07/2022
|
| Prospectus |
05/08/2022
|
| Key Investor Information Document (KIID) |
03/03/2022
|
| SemiannualReport |
05/08/2022
|
| AnnualReport |
11/03/2022
|
| Rulebook |
23/07/2022
|
Alarmas
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Divisas
Materias primas