AB - Concentrated US Equity Portfolio S1 GBP H Acc
Fund
ISIN LU1207086866 / Valor 27817779
NAV (2024-12-18)
GBP 38.50-3.17%
AB - Concentrated US Equity Portfolio S1 GBP H Acc
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General Objective
The fund aims to achieve long-term growth of capital by investing in a concentrated portfolio of US growth companies with strong fundamentals trading at attractive valuations. Emphasis is placed on businesses with a strong track record and sustainable growth trajectories, utilizing rigorous bottom-up research to selectively invest in high-conviction ideas with long-term earnings growth.
Fund Exposure
The fund is primarily exposed to US equity markets, focusing on growth companies across various sectors. With a total of 20 holdings, the fund has an active share of 87.00% and is benchmarked against the S&P 500 Index. The investment style is characterized by a concentrated approach to investing in companies with strong growth potential.
Risks
Investors in this fund should be higher-risk-tolerant individuals seeking medium- to long-term rewards of equity investment. The fund's performance may fluctuate, and past performance does not guarantee future results. Additionally, the value of investments and the income from them will vary, putting capital at risk.