Mark Phelps

AA
7 Years of experience

Professional background

President & Managing Director of global investments, W.P.Stewart & Co. CEO, W.P. Stewart & Co. Global Portfolio Manager, Stewart & Co. Senior Positions, Kleinwort Benson / Dresdner Bank.

Educational background

BA (Hons) in Economics. University of York.

Performance

13.76%

Manager Annualised Return Since Inception

10.36%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

13.76%
10.36%
3.4%

5Y

19.47%
13.34%
6.13%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

AB Concentrated Global Equity
Value investing using fundamental analysis
Benchmark
MSCI World, net $
Class
Class I
ISIN
LU1011997464
AUM
$ 807,250,000
Ongoing Charges
0.99%