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Dynamic Diversified Beta

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April 03, 2014
A fund that aims to generate equity-like returns with lower volatility using passively managed asset classes. The asset allocation is dynamically managed to control volatility for members. It can be used as part of a lifestyle approach, as well as a stand-alone fund.

Performance Objective

To achieve long-term returns equivalent to the MSCI World Index, with less variability in returns.

Key Features

  • Diversified growth portfolio
  • Volatility managed
  • Unconstrained manager selection

 

  • Passive management
  • Low cost
  • Asset allocation oversight management

Why Customized Diversified Growth Might be Appropriate for You

Dynamic Diversified Beta is primarily aimed at schemes looking for an economical and diversified substitute for a passive global equity portfolio with lower volatility of return.

For further information please contact Tim Banks on +44 (0) 20 7959 4783 or tim.banks@alliancebernstein.com

Note: AllianceBernstein has partnered with AXA Wealth* to provide blended fund solutions which have an underlying asset allocation strategy designed by AllianceBernstein. Each blended fund is a daily-priced life fund established by AXA Wealth and for which AllianceBernstein is responsible for designing and managing the asset allocation strategy.

The underlying funds by reference to which the value of each blended fund solution is determined are selected by AllianceBernstein and/or the scheme in question. AXA Wealth will provide access to these blended funds to AllianceBernstein and its respective distribution channels.

*AXA Wealth is a brand used by the AXA Group. The specific product-providing company for these funds is Winterthur Life UK Limited, part of the AXA Group.