Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

AB SICAV I-Short Duration High Yield Pf A2 EUR H

Ranked 34 out of 37 in - Global High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Gershon Distenfeld

Gershon Distenfeld was born in 1975 in New York. He holds BA in finance from the Sy Syms School of Business at Yeshiva University in New York and is a CFA Charterholder. He started his career in July 1997 at Lehman Brothers as an emerging markets operations analyst, and in May 1998 joined Alliance Bernstein as a high yield trader. He then started managing high yield portfolios and is currently director of high yield. Outside of work, Gershon enjoys golf, backgammon and American football.

Sherif M. Hamid

Ivan Rudolph-Shabinsky

Ivan Rudolph-Shabinsky is a Senior Vice President and Credit Portfolio Manager at Alliance Bernstein, focusing primarily on the Low Volatility High Yield Strategy and the Short Duration High Yield Fund on the Luxembourg-domiciled fund platform, designed for non-US investors. He is a member of the Credit and High Yield fixed-income portfolio-management teams, and a member of the internal Credit Research Review Committee. Rudolph-Shabinsky joined the firm in 1992 as a portfolio manager, and managed the Stable Value and Inflation-Linked Bond strategies. He has held other leadership posts at the firm, including head of Product Development and head of Product Management. He holds a BA in economics and Soviet/East European studies from Cornell University and an MBA from Columbia University, and is a CFA charterholder

Ashish Shah

Ashish Shah is currently located in New York. He joined Alliance Bernstein in 2010 and oversees the firm’s Global Credit strategies. Previously, he was a managing director and head of Global Credit Strategy at Barclays Capital, where he was responsible for the High Grade, High Yield, Structured Credit and Municipal Strategy Groups, and the Special Situations Research team. Prior to that, Shah served as the head of Credit Strategy at Lehman Brothers, heading the Structured Credit/CDO and Credit Strategy Groups and covering the cash bond, credit derivatives and CDO product areas for global credit investors. Before that, he served as North American CFO at Level 3 Communications from 1999 to 2000 and gained trading experience at Soros submanager Blue Border Partners and Bankers Trust, where he ran US equity arbitrage from 1994 to 1999. Shah holds a BS in economics from the Wharton School, University of Pennsylvania.

Objective

The investment objective of the Portfolio is to achieve high risk-adjusted returns through investing in a diversified portfolio of high yielding securities and related derivatives, with an average portfolio duration of less than four years.

Showing fund performance in Norway View performance globally

Performance

Global High Yield over : 31/10/2016 - 31/10/2017
  • Rank 34/37 Total Return
  • Rank 1/37 Standard Deviation
  • Rank 6/37 Max Drawdown
Fund Name Currency Return
32 SLI Glo SICAV Global High Yield Bond AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.3%

33 Worldwide Alternative Fund SICAV-SIF SSF EUR I Div EUR

3.6%

34 AB SICAV I-Short Duration High Yield Pf A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9%

35 Nordea 1 - International High Yield Bond BP EUR EUR

1.8%

36 T Rowe Global High Income Bond AD EUR EUR

1.1%

Fund Name Currency Risk
1 AB SICAV I-Short Duration High Yield Pf A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4

2 Robeco High Yield Bonds DH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

3 Aviva Investors Short Duration Gl HY Bd Kqh EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

4 BlueBay Global High Yield Bond B EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

5 AXA WF Global High Yield Bonds A C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

Fund Name Currency Loss
4 BlueBay Global High Yield Bond B EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

5 PIMCO GIS Global High Yield Bond Inst EUR Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

6 AB SICAV I-Short Duration High Yield Pf A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

6 Amundi Fds Bond Global High Yield - FHE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

8 NN (L) Global High Yield P Cap EUR Hdgiii

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.6% 0.6% 0.3%
2016 6.5% 1.9% 1.9% 2.2% 0.3%
2015 -1.1% 1.5% 0.3% -2.2% -0.6%
2014 0.5% 1.4% 1.0% -1.7% -0.1%
2013 4.2% 1.6% -1.5% 2.0% 2.2%
2012 10.7% 3.6% 1.6% 3.0% 2.1%
2011 4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Iceland
  9. Italy
  10. Korea
  11. Luxembourg
  12. Macau
  13. Netherlands
  14. Norway
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland

Fund Info

  • Launch date29/07/2011
  • Share Class size49Mn
  • Base currencyEUR
  • ISIN LU0654560878
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.10%

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