We aim to offer investors the widest range of opportunities for achieving attractive returns and managing risk.
Australian Managed Funds and ETFs
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AB Managed Volatility Equities Fund - MVE Class - Active ETF
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AB Global Strategic Core Equities Fund - Active ETF
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AB Emerging Markets Strategic Core Equities Fund - Active ETF
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AB Global Equities Fund
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AB Dynamic Global Fixed Income Fund
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AB Sustainable Global Thematic Equities Fund
Separately Managed Accounts
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AB Concentrated US Growth Managed Portfolio
Overseas Listed Vehicles*
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Offshore-listed ETFs
*These funds are domiciled in the USA and are listed on the NASDAQ or NYSE; they do not have a presence in Australia.
AllianceBernstein Investment Management Australia Limited (ABN 58 007 212 606, AFSL 230 683) (“ABIMAL”) is the responsible entity and issuer of units in the following Funds: the AB Managed Volatility Equities Fund - MVE Class - Active ETF APIR ACM0006AU (a unit class of the AB Managed Volatility Equities Fund (ARSN 099 739 447)), the AllianceBernstein Global Equities Fund (ARSN 099 296 607), the AB Dynamic Global Fixed Income Fund (ARSN 165 810 686), the AB Sustainable Global Thematic Equities Fund (ARSN 659 443 320), the AB Global Strategic Core Equities Fund - Active ETF (ARSN 680 787 535) and the AB Emerging Markets Strategic Core Equities Fund - Active ETF (ARSN 690 408 783). ABIMAL has appointed AllianceBernstein Australia Limited (ABN 53 095 022 718, AFSL 230 698) (“ABAL”) as the investment manager of the Funds. Product Disclosure Statement (“PDS”) are available for each Fund by contacting the client services team at AllianceBernstein Australia Limited at (02) 9255 1299 or at www.AllianceBernstein.com.au. Investors should consider the PDS in deciding to acquire, or continue to hold, units in the relevant Fund.
ABIMAL is the portfolio manager of AB Concentrated US Growth Managed Portfolio. Investors will not be able to invest in the Portfolio directly but only through an Investor Directed Portfolio Service (IDPS) or other managed account service under arrangements between the investor and the IDPS operator or the managed account provider (each an “Operator”).
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 Portfolios as constructed by ABIMAL. ABIMAL is not responsible for monitoring the Operator’s implementation of any Portfolios.
A Target Market Determination (“TMD”) for the funds is available free of charge from our website www.alliancebernstein.com.au. The TMD sets out the class of persons who comprise the target market for the funds and the distribution conditions that are applicable, together with a number of other matters which should be considered by retail investors and their advisers.
This information is for exclusive use of the wholesale person to whom it is provided and not to be relied upon by any other person. It is not intended for retail or public use and may not be further distributed without prior written consent of ABAL.
Information, forecasts and opinions set out in this document are not personal advice and have not been prepared for any recipient’s specific investment objectives, financial situation or particular needs. Neither this document nor the information contained in it are intended to take the place of professional advice. Please note that past performance is not indicative of future performance and projections, although based on current information, may not be realised. Information, forecasts and opinions (“Information”) can change without notice and neither ABIMAL or ABAL guarantees the accuracy of the information at any particular time. Although care has been exercised in compiling the information contained in this report, neither ABIMAL or ABAL warrants that this document is free from errors, inaccuracies or omissions.
This website is released by ABAL.
No reproduction of the materials in this document may be made without the express written permission of ABAL.
The [A/B] logo and AllianceBernstein® are registered trademarks used by permission of the owner, AllianceBernstein L.P.
Offshore Listed Vehicles: AllianceBernstein Australia Limited (ABN 53 095 022 718, AFSL 230 698) (“ABAL”) offers to arrange for the issue of shares in the Offshore Listed Vehicles in Australia.
AB Active ETFs, Inc., a Maryland open‑end diversified management investment company, is the issuer of shares in the Offshore Listed Vehicles. ABAL and AB Active ETFs, Inc. are part of the same corporate group.
The Offshore Listed Vehicles do not carry on business in Australia, and they do not carry on a financial services business in Australia. To the extent the Offshore Listed Vehicles are deemed to carry on a financial services business in Australia under the Corporations Act 2001 (“Corporations Act”), the Offshore Listed Vehicles are exempt from the requirement to hold an Australian financial services licence.
The Offshore Listed Vehicles are available to wholesale clients only as defined in section 761G of the Corporations Act.
This document does not constitute an offer. Offers are made only under the offer document, which is available by contacting the client services team at ABAL at (02) 9255 1299 or at www.alliancebernstein.com.
Information, forecasts and opinions ("Information") set out in this document are not personal advice and have not been prepared for any recipient’s specific investment objectives, financial situation or particular needs. Neither the document nor the Information contained in it is intended to take the place of professional advice.
Please note that past performance is not indicative of future performance, and projections, although based on current Information, may not be realised. Information can change without notice, and 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, ABAL does not warrant that this document is free from errors, inaccuracies or omissions.
This website is released by ABAL.
No reproduction of the materials in this document may be made without the express written permission of ABAL.
The [A/B] logo and AllianceBernstein® are registered trademarks used by permission of the owner, AllianceBernstein L.P.