An actively-managed portfolio of high-conviction global stocks that aims to deliver strong risk-adjusted returns over the long-term
An approach that helps mitigate risk from sharp market declines
From traditional equity and fixed income investments
Aims to outperform the market with less volatility and help give investors the confidence to remain invested
High-Conviction Stock Selection:
Driven by AB’s experienced global team with extensive in-house research resources
Equities Securities Risk:
The value of equity investments may fluctuate in response to the activities and results of individual companies or because of market and economic conditions. These investments may decline over short or long periods
Liquidity Risk:
In times of difficult market conditions it may be harder or take longer to sell assets. This may impact on the price of the assets and the value of the fund
Derivatives Risk:
The Fund may use financial derivative instruments which may result in increased gains or losses
Other Risks Include:
Concentration risk, Counterparty & Custody Risk, Country Risk, Currency Risk, Illiquid or Restricted Securities Risk, Investment in Collective Investment Schemes Risk, Management Risk, Small and Mid-Cap Equity Risk
For a full explanation of risks and the overall risk profile of this fund and the share classes within it, please refer to the Key Investor Information Documents (KIIDs) and Prospectus.
The sale of funds may be restricted or subject to adverse tax consequences in certain jurisdictions. This information is directed solely at persons in jurisdictions where the fund (and share classes) are registered or who may otherwise lawfully receive it. Before investing, investors should review the fund prospectus, together with the relevant fund specific documentation including KIID and latest reports.
The ES AllianceBernstein Funds are Sub Funds of ES AllianceBernstein UK OEIC, an open-ended investment company. Equity Trustees Fund Services Ltd is the Authorised Corporate Director (ACD) of the Funds. The Prospectus, KIID, annual and semi-annual reports are available, in English, free of charge from the ACD's website (www.equitytrustees.com)