LSE - Delayed Quote GBp

SVS AllianceBernst Conc US Eq Z GBP Acc (0P0001JH29.L)

189.00 -0.10 (-0.05%)
At close: October 11 at 9:00 PM GMT+1

Fund Summary

SVS AllianceBernst Conc US Eq Z GBP Acc

206 St Vincent Street

Fund Overview

Category --
Fund Family Evelyn Partners Fund Solutions Limited
Net Assets 466.68M
YTD Return 7.06%
Yield 0.70%
Morningstar Rating
Inception Date Mar 13, 2020

Fund Operations

Last Dividend 0.01
Last Cap Gain --
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense 0P0001JH29.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

James T. Tierney, Lead Manager since March 13, 2020
James T. Tierney, Jr. is Chief Investment Officer of Concentrated US Growth. Prior to joining AllianceBernstein in December 2013, he was CIO at W.P. Stewart & Co. Tierney began his career in 1988 in equity research at J.P. Morgan Investment Management, where he analyzed entertainment, healthcare and finance companies. He left J.P. Morgan in 1990 to pursue an MBA and returned in 1992 as a senior analyst covering energy, transportation, media and entertainment. Tierney joined W.P. Stewart in 2000. He holds a BS in finance from Providence College and an MBA from Columbia Business School at Columbia University.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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