Stuart Rae

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Manager factsheet

Stuart Rae
AllianceBernstein (Luxembourg)
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Manager profile

Stuart Rae is Chief Investment Officer of Asia-Pacific Value Equities, a position he has held since 2006. Previously, he was CIO of Australian Value Equities from 2003 to 2006. Rae joined the firm in 1999 as a research analyst covering the consumer sector, initially working in New York and London before moving to Sydney in 2003 and then Hong Kong in 2006. Before that, he was a management consultant with McKinsey for six years in Australia and the UK. Rae earned a BSc (Hons) in 1987 from Monash University, Australia, and a DPhil in physics in 1991 from the University of Oxford, where he studied as a Rhodes Scholar.

FOLLOW ON FUNDSWIRE

Annualised total return over 15 years

+3.9%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Stuart Rae	15.9	2.3	18.9	16.6	50.2
Peer Group Composite	8.5	-20.9	0.4	1.0	46.7
Over / Under	7.4	23.2	18.5	15.6	3.5

Total return for Stuart Rae

Discrete calendar year performance : Stuart Rae

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Stuart Rae	15.9	1.9	-13.2	7.1	7.5	9.9	-10.7	10.0	21.2	-4.3
Peer Group Composite	8.5	2.0	-28.7	5.0	19.6	14.7	-12.2	16.5	32.1	-5.5
Over / Under	7.4	-0.1	15.5	2.1	-12.1	-4.8	1.5	-6.5	-10.9	1.2

Performance vs peer group composite: Stuart Rae

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

2 years

out of a possible 7

Falling markets

Outperformed peer group composite

3 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

AB Asia Ex Japan Equity Portfolio	Co-managed	FO Equity - Asia Pacific ex Japan	since Nov 30 2009 to present
AB SICAV I - China A Share Equity Portfolio	Co-managed	FO Equity - China	since Oct 08 2014 to present
AB All China Equity Portfolio	Co-managed	FO Equity - China	since May 09 2018 to present

Funds managed previously

Fund	Periods

AB China Low Volatility Equity Portfolio	since Jan 01 2014 to Mar 08 2024
AB SICAV I - Emerging Markets Low Volatility Equity Portfolio	since Mar 13 2014 to Nov 30 2021