Overview

A benchmark-agnostic equity portfolio built around forward-looking thematic opportunities, not backward-looking indices

About this Fund

  • Employs a “top-down” and “bottom-up” investment process with the goal of identifying securities, fitting into sustainable investment themes
  • Identifies sustainable investment themes that are broadly consistent with achieving the United Nations Sustainable Development Goals, such as health, climate, and empowerment 
  • Uses “bottom-up” company analysis, focusing on prospective earnings growth, valuation, and quality of company management and its exposure to ESG factors 

Investment Approach

  • Normally holds 30-60 stocks, all exposed to long-term sustainable investment themes
  • Consists of U.S. equities, aligned with sustainable themes, diversified across industries and market caps
  • Both newer companies and well-known, established companies of all market caps

Meet the Team

“

Thematic investing means putting your dollars to work where the world is headed.

Ben Ruegsegger, CFA—Portfolio Manager—Sustainable US Thematic; Senior Research Analyst-Sustainable Thematic Equities

 
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Responsible Investments

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Additional Information

Understanding Sales Charges and Expenses 
Statement of Policies and Procedures for Proxy Voting 
 

Investment Definitions

Alpha is the risk-adjusted measurement of "excess return" over a benchmark. Beta is a measure of an investment’s volatility in comparison to the market as a whole. Duration is a measure of the sensitivity of an asset or portfolio’s price to interest rate movements. Information ratio is a measurement of portfolio returns beyond the returns of a benchmark, compared to the volatility of those returns. R-squared is the percentage of a portfolio’s price movements that can be explained by movements in a benchmark index. Sharpe ratio is a measure of the fund’s return relative to the investment risk it has taken. A higher Sharpe ratio means the fund’s returns have been better given the level of risk the fund has taken. Standard deviation is a measure of the dispersion of a portfolio’s return from its mean. Tracking error is the difference in actual performance between a portfolio and its corresponding benchmark. Up capture measures the percentage of market gains captured when markets are up. Down capture measures the percentage of market losses endured when markets are down. 

Risks To Consider

  • Capitalization Size Risk (Small/Mid): Small- and mid-cap stocks are often more volatile than large-cap stocks?smaller companies generally face higher risks due to their limited product lines, markets and financial resources.

  • ESG Risk: Applying ESG and sustainability criteria to the investment process may exclude securities of certain issuers for nonfinancial reasons and, therefore, the Fund may forgo some market opportunities available to funds that do not use ESG or sustainability criteria.

  • Foreign (Non-U.S.) Investment Risk: Investments in securities of non-U.S. issuers may involve more risk than those of U.S. issuers. These securities may fluctuate more widely in price and may be more difficult to trade than domestic securities due to adverse market, economic, political, regulatory, or other factors.

  • Market Risk: The market values of the portfolio’s holdings rise and fall from day to day, so investments may lose value. 

  • Investors should consider the investment objectives, risks, charges and expenses of the Fund/Portfolio carefully before investing. For copies of our prospectus or summary prospectus, which contain this and other information, visit our Literature Center or contact your AB representative. Please read the prospectus and/or summary prospectus carefully before investing.

    AllianceBernstein Investments, Inc. (ABI) is the distributor of the AB family of mutual funds. ABI is a member of FINRA and is an affiliate of AllianceBernstein L.P., the manager of the funds. 

    AB mutual funds may be offered only to persons in the United States and by way of a prospectus. This website should not be considered a solicitation or offering of any investment products or services to investors residing outside of the United States.

    Investment Products Offered: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed

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

 

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