ES AllianceBernstein Concentrated US Equity Fund

 

Strategy
 

Seeks long-term capital growth by:

  • Investing in a concentrated portfolio of US growth companies with strong fundamentals trading at attractive valuations
  • Emphasizing businesses with a strong track record and sustainable growth trajectories to reduce volatility
  • Employing rigorous bottom-up research to selectively invest in high-conviction ideas while managing risk

The value of investments and the income from them will vary. Your capital is at risk.

Management Team

Fund stats

FUND DETAILS
Portfolio Inception Date 13/03/2020
Subscription and Redemption Daily 12:00:00 cut off
Fund Type OEIC
Domicile UK
SHARE CLASS DETAIL - CLASS I
Share Class Inception Date 13/03/2020
Shareclass Currency GBP
Min. Investment GBP 1K
Dividend Frequency Accumulation
ISIN GB00BL4SF671
Bloomberg  
SHARE CLASS DETAIL - CLASS I
Share Class Inception Date 13/03/2020
Shareclass Currency GBP
Min. Investment GBP 1K
Dividend Frequency Income
ISIN GB00BL4SF564
Bloomberg  

Fees & Expenses

 SHARE CLASS DETAIL - CLASS I
Ongoing Charges Figure 0.70%

Risks

IMPORTANT INFORMATION

Investment in the Fund entails certain risks. The investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Dividends are not paid for all share classes and are not guaranteed. The Fund is meant as a vehicle for diversification and does not represent a complete investment program. Prospective investors should read the Prospectus carefully and discuss risks and the Fund’s fees and charges with their financial advisor to determine if the investment is appropriate for them. The value of an investment can go up or down and past performance is neither indicative of, nor a guarantee of, future results.

Past performance does not guarantee future results. The value of investments and the income from them will vary. Capital is at risk.