Dynamic Diversified Beta

A fund for DC schemes that aims to generate equity-like returns with lower volatility using passively managed asset classes. The asset allocation is dynamically managed to control volatility for investors. It can be used as part of a lifestyle approach in a DC arrangement or as a stand-alone fund.

Objective

To achieve long-term returns equivalent to the MSCI World Index, with less variability in returns.

Performance Expectation

Cash plus 4% per annum.

Why Dynamic Diversified Beta Might Be Appropriate For You

Dynamic Diversified Beta is primarily aimed at schemes looking for an economical and diversified substitute for a passive global equity portfolio with lower volatility of return.

Key Points

  • Diversified growth portfolio

  • Volatility managed

  • Unconstrained manager selection

  • Can be white-labelled

  • Utilises a mix of (external) passive managers

  • Low cost, available from 30 basis points

  • Asset allocation oversight management

Strategic Asset Allocation

We proactively manage the asset allocation to meet the fund's objectives.

Strategic Asset Allocation Breakdown

AB as at 31 December 2020 unless otherwise stated.

Past performance is no guide to future performance. The value of investments and the income from them can fall as well as rise and you may get back less than originally invested.

Related Resources

Flexible DC Solutions
Managing To Your Objectives
AB Target Date Funds Mission and Purpose
Making Target Date Funds Work For You