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AB SICAV I-Global Plus Fixed Income Pf I2 USD

Ranked 6 out of 36 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Scott DiMaggio

The global director of fixed income for Alliance Bernstein New York, Scott A DiMaggio, runs the funds Global Plus Fixed Income and Global Bond Fund. He describes his investment style as macro, fundamental and benchmark-aware. He invests in his own strategies and considers the global, multi-sector approach allows the fund to perform well in all market environments. The most attractive part of the bond market for him is the investment grade credit/ developed and emerging market. Prior to joining Alliance Bernstein, he worked for Santander Investments in risk management. Scott is CFA charterholder and is member of both the CFA Institute and the NYSSA.

Douglas Peebles

Douglas J. Peebles graduated from Muhlenberg College in Pennsylvania with a BA and from Rutgers University in New Jersey with an MBA. He is the chief investment officer of Alliance Bernstein's fixed income business in New York and is directly responsible for supervising all fixed income mandates. Doug joined Alliance Bernstein in 1987, and became director of fixed income in 1997. From 2004 to 2008 he was co-head of fixed income before becoming CIO in August 2008. He is also chairman of the interest rates and currencies research review team which is responsible for setting interest rate and currency policy for all fixed income portfolios. Outside of fund management Doug enjoys playing golf.

Nicholas Sanders

John Taylor

Objective

The Fund's investment objective is high total investment return. The Fund seeks to meet its investment objective by investing in a portfolio of primarily Investment Grade fixed-interest securities whilst opportunistically taking positions in certain non-Investment Grade and emerging market debt. The Portfolio may purchase debt obligations issued by sovereign or other governmental or municipal entities, including, but not limited to, governmental agencies and instrumentalities, as well as debt obligations issued or guaranteed by various organizations or entities.

Showing fund performance in Hong Kong View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018
  • Rank 6/36 Total Return
  • Rank 4/36 Standard Deviation
  • Rank 5/36 Max Drawdown
Fund Name Currency Risk
2 Capital Group Gl Intermediate Bond (Lux) C USD USD

0.8

3 Hang Seng Global Bond Fund Acc A USD

1.0

4 AB SICAV I-Global Plus Fixed Income Pf I2 USD USD

1.2

5 BGF World Bond A2 USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.2

6 PIMCO GIS Global Bond Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

1.2

Fund Name Currency Loss
3 PIMCO GIS Global Bond Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

-0.7%

4 JPM Global Government Bond A Acc USD Hdg

Currency exposure is hedged

Currency exposure is hedged

USD

-0.7%

5 AB SICAV I-Global Plus Fixed Income Pf I2 USD USD

-0.8%

6 Capital Group Global Bond (LUX) Ch USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.8%

7 JPMorgan Global Bond (san) - USD USD

-0.8%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1% -0.3% 0.0%
2017 3.5% 0.9% 1.1% 0.6% 0.8%
2016 5.0% 3.0% 3.1% 0.8% -2.1%
2015 -0.4% 1.7% -2.5% 0.6% -0.1%
2014 7.3% 2.5% 2.3% 0.6% 1.8%
2013 -1.0% 0.4% -2.3% 0.6% 0.3%
2012 1.7% 2.6% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date03/02/2012
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0683599616

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.55%

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