AB Global Strategic Core Equities Fund
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Overview
Objective
The AB Global Strategic Core Equities Fund aims to achieve returns in excess of the MSCI World Index in Australian dollars, after fees, over the medium to long term. There is no guarantee that the Fund will achieve this objective or produce any positive returns.
Investment Strategy
The AB Global Strategic Core Equities Fund is designed for equity investors who have a high risk and return profile and are seeking an investment in a portfolio of global equities, which offer the potential for long-term capital growth with lower volatility than is typical for global equity investments.
The Fund aims to achieve its investment objective by investing in equities anywhere in the world including developed and emerging markets. The Fund will principally be comprised of equity securities of companies considered by the investment manager that are high quality, have low volatility and reasonable valuations and offer attractive shareholder returns.
The Fund does not usually hedge the foreign currency exposures of its equity securities to Australian dollars but the investment manager has the discretion to determine the extent to which any foreign currency exposure is increased, reduced or removed. For example, the Fund may hedge all or part of its currency exposure to Australian dollars or provide currency exposures greater than that provided by the underlying equity exposure.
The Fund may also invest in securities and financial products, including but limited to common and preferred stocks (including American Depository Receipts and Global Depository Receipts), currency spot and forwards contracts, stock index futures, stock options, exchange traded funds (ETFs), warrants, rights, initial public offerings and private placements, including new issues and secondary offerings, securities convertible into common stock, participation notes and Real Estate Investment Trusts (REITs).
Derivatives may also be used to manage risk, invest cash and gain or reduce exposures. Derivatives will not be used for leverage or gearing purposes or to achieve a synthetic exposure to equities outside of the investment universe.
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Pricing & Performance
Fund Literature
AllianceBernstein Investment Management Australia Limited (ABN 58 007 212 606, AFSL 230 683) (“ABIMAL”) is the responsible entity of the AB Global Strategic Core Equities Fund (ARSN 680 787 535) (“Fund”) and is the issuer of units in the Fund. ABIMAL has appointed AllianceBernstein Australia Limited (ABN 53 095 022 718, AFSL 230 698) (“ABAL”) as the investment manager of the Fund. ABAL in turn has delegated a portion of the investment manager function to AllianceBernstein L.P. The Fund’s Product Disclosure Statement (“PDS”) is available at www.alliancebernstein.com.au or by contacting the client services team at ABAL at (02) 9255 1299. Investors should consider the PDS in deciding to acquire, or continue to hold, units in the Fund.
This information is for exclusive use of the wholesale person to whom it is provided and is 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 the prior written consent of ABAL.
A Target Market Determination (“TMD”) for the Fund is available from our website. The TMD sets out the class of persons who comprise the target market for the Fund and the distribution conditions that are applicable, together with a number of other matters which should be considered by retail investors and their advisers.
Information, forecasts and opinions ("Information") set out on this website are not personal advice and have not been prepared for any recipient’s specific investment objectives, financial situation or particular needs. Neither the website 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 neither ABIMAL or ABAL guarantees the accuracy of the Information at any particular time. Although care has been exercised in compiling the Information contained on this website, neither ABIMAL or ABAL warrants that this document is free from errors, inaccuracies or omissions.
This document is released by ABAL.
The rating published on 04/2025 for AB Global Strategic Core Equities Fund is issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of investors’ objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.