We aim to offer investors the widest range of opportunities for achieving attractive returns and managing risk.

 

Australian Unit Trusts and ETFs

Separately Managed Accounts

  • AB Concentrated US Growth Managed Portfolio

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  • AB Concentrated Global Growth Managed Portfolio

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Committed to Delivering Better Investment Outcomes

Our commitment as a firm is to deliver better investment outcomes—whether it’s by providing you with differentiated insights or innovative solutions to address the challenges you and your clients face. Our commitment is global and so are our Portfolio Managers.

 
 

New York

AB Concentrated US Growth Managed Portfolio

The Separately-Managed Account structure offers Australian investors the opportunity to access shares directly, through a professionally managed portfolio.

 

AB Sustainable Global Thematic Equities Fund

The Fund is designed for equity investors with high-risk tolerances who want the potential for long-term growth of capital by investing in global equity securities in companies that may contribute to positive environmental and social outcomes.

London

AB Dynamic Global Fixed Income Fund

The Fund aims to deliver attractive risk-adjusted returns by targeting the fullest possible array of investment opportunities while at the same time reducing risk. By being open to a broad range of fixed-income opportunities, the Fund has virtually unlimited scope for diversification. This maximises potential returns while at the same time enhancing the risk mitigation that diversification normally provides.

 

AB Concentrated Global Growth Managed Portfolio

The Separately-Managed Account structure offers Australian investors the opportunity to access shares directly, through a professionally managed portfolio.

Copenhagen

AB Global Equities

The Fund seeks long-term growth of capital by focusing on superior stock selection, while seeking to minimise unintended risk factor exposures in order to deliver steadier outcomes.

Sydney

AB Managed Volatility Equities Fund ― MVE Class

The Fund aims to deliver investment returns over the medium to long term with lower volatility than is typical for an equity fund.

 
 

AllianceBernstein Investment Management Australia Limited (ABN 58 007 212 606, AFSL 230 683) (“ABIMAL”) is the responsible entity and issuer of units in the following Funds: the AB Managed Volatility Equities Fund (Managed Fund)—MVE Class APIR ACM0006AU (a unit class of the AB Managed Volatility Equities Fund (Managed Fund) (ARSN 099 739 447)), the AllianceBernstein Global Equities Fund (ARSN 099 296 607), the AllianceBernstein Dynamic Global Fixed Income Fund (ARSN 165 810 686) and the AB Sustainable Global Thematic Equities Fund (ARSN 659 443 320). ABIMAL has appointed AllianceBernstein Australia Limited (ABN 53 095 022 718, AFSL 230 698) (“ABAL”) as the investment manager of the Funds. Product Disclosure Statement (“PDS”) are available for each Fund by contacting the client services team at AllianceBernstein Australia Limited at (02) 9255 1299 or at www.AllianceBernstein.com.au. Investors should consider the PDS in deciding to acquire, or continue to hold, units in the relevant Fund.

ABIMAL is the portfolio manager of AB Concentrated Global Growth Managed Portfolio and AB Concentrated US Growth Managed Portfolio. Investors will not be able to invest in the Portfolios directly but only through an Investor Directed Portfolio Service (IDPS) or other managed account service under arrangements between the investor and the IDPS operator or the managed account provider (each an “Operator”).

The Operator will be responsible for the implementation of the Portfolios on behalf of an investor including the purchase and sale of any security in connection with the establishment of, or changes to, the Portfolios. The actual portfolio held by the Operator on behalf of the investor may vary from the Portfolios as constructed by ABIMAL. ABIMAL is not responsible for monitoring the Operator’s implementation of any Portfolios.

This information is for exclusive use of the wholesale person to whom it is provided and not to be relied upon by any other person. It is not intended for retail or public use and may not be further distributed without prior written consent of ABAL.

A Target Market Determination (“TMD”) for the funds is available free of charge from our website www.alliancebernstein.com.au. The TMD sets out the class of persons who comprise the target market for the funds and the distribution conditions that are applicable, together with a number of other matters which should be considered by retail investors and their advisers.

Information, forecasts and opinions set out in this document are not personal advice and have not been prepared for any recipient’s specific investment objectives, financial situation or particular needs. Neither this document nor the information contained in it are intended to take the place of professional advice. Please note that past performance is not indicative of future performance and projections, although based on current information, may not be realised. Information, forecasts and opinions (“Information”) can change without notice and neither ABIMAL or ABAL guarantees the accuracy of the information at any particular time. Although care has been exercised in compiling the information contained in this report, neither ABIMAL or ABAL warrants that this document is free from errors, inaccuracies or omissions.

This document is released by AllianceBernstein Australia Limited ABN 53 095 022 718, AFSL 230 698.

No reproduction of the materials in this document may be made without the express written permission of ABAL.

The [A/B] logo is a service mark of AllianceBernstein and AllianceBernsteinR is a registered trademark used by permission of the owner, AllianceBernstein L.P.