Overview

A benchmark-agnostic portfolio of equity and fixed income securities built around forward-looking thematic opportunities, not backward-looking indices

About this Fund

  • Employs a “top-down” and “bottom-up” investment process with the goal of identifying securities, fitting into sustainable investment themes
  • Identifies sustainable investment themes that are broadly consistent with achieving the United Nations Sustainable Development Goals, such as health, climate, and empowerment 
  • Uses “bottom-up” company analysis, focusing on prospective earnings growth, valuation, and quality of company management and its exposure to ESG factors

Investment Approach

  • Equity portfolio consists of US companies aligned with sustainable themes, diversified across industries and market caps
  • Fixed income portfolio consists of individual debt securities allocated to US government treasury and agency securities

Meet the Team

“

Thematic investing means putting your dollars to work where the world is headed.

Ben Ruegsegger, CFA—Portfolio Manager—Sustainable US Thematic; Senior Research Analyst-Sustainable Thematic Equities

 
Strategic Approach

Invest for Purpose

Looking for more information about purpose 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 

Risks To Consider

  • Market Risk: The market values of the portfolio’s holdings rise and fall from day to day, so investments may lose value. 

  • Past performance does not guarantee future results. There is no assurance that a separately managed account will achieve its investment objective.

    Separately managed accounts are subject to market risk, the market values of securities owned will fluctuate so that your investment, when redeemed, may be worth more or less than its original cost.

    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..

 

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