AB Concentrated Global Growth Managed Portfolio
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Overview
The AB Concentrated Global Growth Managed Portfolio offers your clients access to a concentrated portfolio of high-quality growth companies held within a separately managed account (SMA) structure which can offer additional benefits of transparency and more effective tax management.
Adviser Spotlights
Meet CIO Dev Chakrabarti and learn about his investing journey and his personal investment philosophy.
Take a deep dive into the AB Concentrated Global Growth Managed Portfolio and learn more about the investment process.
Using SMAs can introduce alternate investment options for your clients. In this video, Shane Hay, Founder and Director at Hayfield Private Wealth, discusses how he incorporates SMAs into his advice model.
Global Equity Market and Investment Podcast
The Quest for Earnings Growth Amid Macro Uncertainty
December 9, 2024 / 17 min listen
Presented by Dev Chakrabarti
What are the big issues that equity investors are talking about? To help decipher the trends driving stocks, companies, and markets, listen to our monthly podcast with Dev Chakrabarti, Chief Investment Officer—Concentrated Global Growth. In each episode, Dev and the team take stock of the markets based on their experiences managing portfolios and meeting with companies, and provide insight on portfolio positioning in light of macroeconomic trends and corporate earnings news.
At a Glance
- A concentrated portfolio of high-quality growth companies trading at attractive prices
- Relies on fundamental, research-driven stock selection
- Philosophy based on the belief that long-term, consistent earnings growth drives long-term investment returns
- Differentiated by its quality bias, five-year perspective, valuation overlay, in-depth research and team approach
- Emphasis on high-quality, sustainable growth companies helps limit volatility
Fund Literature
AllianceBernstein Investment Management Australia Limited (ABN 58 007 212 606, AFSL 230 683) (“ABIMAL”) is the portfolio manager of the AB Concentrated Global Growth Managed Portfolio (“Portfolio”). Investors will not be able to invest in the Portfolio directly but only through an Investor Directed Portfolio Service (IDPS) under arrangements between the investor and the IDPS operator (“Operator”). Information on this website is not to be construed as advice and is provided solely for informational purposes and is not an offer to buy or sell securities or to provide any service. In constructing the Portfolio or providing information, ABIMAL has not taken into account any person’s specific investment objectives, financial situation or particular needs.
The Operator will be responsible for the implementation of the Portfolio on behalf of an investor, including the purchase and sale of any security in connection with the establishment of, or changes to, the Portfolio. The actual portfolio held by the Operator on behalf of the investor may vary from the Portfolio as constructed by ABIMAL. ABIMAL is not responsible for monitoring the Operator’s implementation of any Portfolio.
Past performance does not guarantee future results. Projections, although based on current information, may not be realised. Information, forecasts and opinions can change without notice and AllianceBernstein Australia Limited ("ABAL") does not guarantee the accuracy of the information at any particular time. Although care has been exercised in compiling the information contained in this document, ABIMAL does not warrant that this document is free from errors, inaccuracies or omissions. ABIMAL disclaims any liability for damage or loss arising from reliance upon any matter contained in this document except for statutory liability which cannot be excluded.
No reproduction of the materials on this website may be made without the express written permission of ABAL. This information is provided for persons in Australia only and is not being provided for the use of any person who is in any other country.
The rating published on 05/2024 for AB Concentrated Global Growth Managed Portfolio is issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research) for use in Australia only. Ratings are general advice only and have been prepared without taking account of investors’ objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.
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