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AB Event Driven Portfolio

Strategy

Seeks to provide long term capital appreciation through risk-adjusted returns from an alternative, event driven strategy by: 

  • Seeking to profit from inefficiencies and information resulting from specific corporate, investor or other events and situations

  • Diversifying exposures across a number of corporate events, asset classes and instrument types

  • Allocating among securities that may benefit from different corporate events such as mergers, restructuring, bankruptcy, spin-offs and buybacks

  • Opportunistically managing different events (Hard and Soft Catalyst1 ) across the portfolio

  • Moderating overall volatility by using long and synthetic short investment techniques

Portfolio Management Team

Pricing & Performance

  1. Annual Performance
  2. Calendar Year Performance
  3. Growth of Investment
  4. Daily Statistics

The Fund is not managed to target or exceed the performance of any specific benchmark, nor are investment decisions constrained by any benchmark. However, investors can assess the performance of the Fund against index shown.

The display above shows the performance based on total return net of management fees, but does not reflect sales charges or the effect of taxes. The figures therefore do not reflect the actual return to an investor.

The charges paid by the Fund are used to pay the costs for running the Fund, including the costs of marketing and distributing it. These charges reduce the potential return of your investment.  For a complete description and full details of the applicable costs and charges, please refer to the Fund’s Prospectus.

The Management Fee is an annual fee paid to the management company to which the management of the Fund has been delegated. Out of this fee, the management company pays the investment management fee to the Investment Manager but also may pay other service providers.

The Performance Fee (if any) is paid to the Investment Manager under certain specific conditions.

The Ongoing Charges are charges taken from the Fund over a year based on expenses for the year. This figure may vary from year to year. It excludes performance fees (if any), portfolio transaction costs, except in the case of an entry/exit charge paid by the Fund, when buying or selling units in another collective investment undertaking. The Ongoing Charges figure can help you compare the annual operating expenses of different funds.

The Entry and Exit Charges shown are maximum figures and are one-off charges taken before or after you invest in the Fund. 

Investment Risks to Consider

These and other risks are described in the Fund’s prospectus.

Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:

  • Allocation risk
  • Commodity-related risk
  • Corporate debt obligations risk
  • Derivatives risk
  • Emerging-markets risk
  • Equity securities risk
  • Fixed-income securities risk
  • Focused portfolio risk
  • Lower-rated and unrated instruments risk
  • OTC derivatives counterparty risk
  • Portfolio turnover risk
  • Real estate investment trust (REIT) risk
  • Sovereign debt obligations risk
  • Structured investments risk

Fund Literature

AllianceBernstein provides its investment management services in Canada through its affiliates Sanford C. Bernstein & Co. LLC and AllianceBernstein Canada, Inc. Shares of the AllianceBernstein Luxembourg funds described herein are not registered in Canada for public sale to Canadian resident investors. 

© 2025 AllianceBernstein L.P.