Overview

Global, multi-asset strategy that seeks to provide growth while also defensively managing market volatility 

About this Fund

  • Seeks to Capitalize on a broad, diversified investment universe of global fixed-income, global equities, and non-traditional investments and acts as a core balanced portfolio
  • Led by a multi-asset team, with extensive experience creating solutions that integrate traditional and non-traditional return sources into desired outcomes
  • Our dedicated multi-asset portfolio teams utilize our rigorous quantitative research toolset in collaboration with our fundamental expertise across all regions and markets 

Investment Approach

  • Global Equities: high conviction, active and passive strategies across styles, size, and geography
  • Global Fixed Income: active and passive strategies diversified across styles, sectors and geography
  • Non-Traditional: commodities and alternative asset classes and strategies

Meet the Team

“

The tight connection between the investment process and the client outcome is a powerful motivator.

Alexander Barenboym—Portfolio Manager—Dynamic Asset Allocation

 
Strategic Approach

Invest for Growth

Looking for more information about growth strategies? Explore our other products and thought leadership. 

Learn More 
 

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.

  • Commodity Risk: Commodity-linked investments may experience greater volatility than investments in traditional securities. The value of commodity-linked investments may be affected by financial factors, political developments and natural disasters.

  • Credit Risk: A bond’s credit rating reflects the issuer’s ability to make timely payments of interest or principal—the lower the rating, the higher the risk of default. If the issuer’s financial strength deteriorates, the issuer’s rating may be lowered, and the bond’s value may decline.

  • 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.

  • Interest Rate Risk: As interest rates rise, bond prices fall and vice versa, long-term securities tend to rise and fall more than short-term securities.

  • 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..

 

Looking for More Information?

Feel free to get in touch with our team, and we will get back to
you as soon as possible.

Get in touch