Prepared for Downturns,
Poised for Recoveries

AB Low Volatility Equity Portfolio

Volatility is a challenge that has vexed investors for decades. Markets always move in cycles, through peaks and troughs. Many investors understand the importance of staying invested but find it challenging to stomach falling asset values when uncertainty strikes. And severe losses may prompt emotional decisions that can be destructive to long-term financial goals.

Cushioning volatility is vital for investors in an era of heightened risks and sharp market swings. A defensive strategy that can help reduce losses in market downturns and fuel a stronger recovery can help investors maintain long-term confidence in the face of shorter-term market pressures.

The AB Low Volatility Equity Portfolio is rooted in a bottom-up, research-driven approach that focuses on quality, stability and price. Quality businesses help provide outperformance potential, while stocks with stable cash flows and recurring revenue provide downside mitigation. And by targeting attractively valued stocks, the team aim to avoid pockets of the market that may be crowded, and consequently expensive and vulnerable. We believe these key elements provide valuable mitigation against some of the key risks in today’s markets.

Why AB Low Volatility Equity Portfolio?

Downside Mitigation

Focusing on reducing losses and managing downside risk, through a disciplined approach. The fund aims to capture 90% of market gains but only 70% of market declines.

Quality, Stability and Price

Our approach combines fundamental research with proprietary quantitative tools to identify attractive opportunities in high-quality companies with stable and sustainable cash flows, trading at attractive prices.

Selection of High Conviction Securities

AB's in-depth global research allows our team to develop a high-conviction portfolio with solid risk-weighted return potential.

The value of an investment may fall as well as rise and an investor may not get back the full amount invested. Capital at risk.

There is no guarantee that the fund will achieve its investment objectives.

Fund risks: Equities Securities Risk, Derivatives Risk, Emerging-Markets Risk, Smaller Capitalization Companies Risk, OTC Derivatives Counterparty Risk and Portfolio Turnover Risk. These and other risks are described in the Fund’s Prospectus and Key Investor Information Document (KIID).

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Defensive Strategies for Evolving Risks

Kent Hargis discusses the approach for the AB Low Volatility Equity Portfolio, how it’s positioned for the stresses of 2024 and beyond, and explains how the portfolio achieves low volatility without using derivatives.

Meet Our Team

Our Portfolio Managers have decades of experience. As bottoms-up stock pickers, they believe in buying high quality, stable companies at the right price can beat the market and mitigate downside risk.

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The AB Low Volatility Equity Portfolio is a sub-fund of AB SICAV I, an open-ended investment company with variable capital (société d’investissement à capital variable) incorporated under the laws of the Grand Duchy of Luxembourg.

The sale of AB funds may be restricted or subject to adverse tax consequences in certain jurisdictions. This information is directed solely at persons in jurisdictions where the funds and relevant share class are registered or at those who may otherwise lawfully receive it. Before investing, investors should review the Fund’s full Prospectus, together with the Fund’s KIID or KID and the most recent financial statements. Copies of these documents, including the latest annual report and, if issued thereafter, the latest semiannual report, may be obtained free of charge from AllianceBernstein (Luxembourg) S.à r.l. by visiting www.alliancebernstein.com or www.eifs.lu/alliancebernstein.com, or in printed form by contacting the local distributor in the jurisdictions in which the funds are authorised for distribution.

This is a marketing communication. This information is provided by AllianceBernstein Limited, 60 London Wall, London, EC2M 5SJ. Registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA - Reference Number 147956). It is provided for informational purposes only and does not constitute investment advice or an invitation to purchase any security or other investment. The views and opinions expressed are based on our internal forecasts and should not be relied upon as an indication of future market performance. The value of investments in any of the Funds can go down as well as up and investors may not get back the full amount invested. Past performance does not guarantee future results. This information is directed at Professional Clients only and is not intended for public use.

Prepared for Downturns, Poised for Recoveries