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ES AllianceBernstein Low Volatility Global Equity Focus Fund

 

Volatility can be an equity investor’s worst enemy. It fosters anxiety, which can lead investors to abandon a long-term plan in the face of short-term market pressures. So for investors to enjoy the long-term strategic benefits of equities, downside mitigation is essential. But does it always have to mean lower returns?

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

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What the Fund Offers

The ES AllianceBernstein Low Volatility Global Equity Fund (the "Fund") is designed for investors who would like the potential for attractive long-term capital growth, while seeking to limit volatility and reduce losses when markets decline.

Attractive Growth Potential
Attractive Growth Potential
  • Targets higher returns with less risk than the market and peers

  • The Strategy* has outperformed the MSCI World Index with lower volatility over three and five years

  • Proven track record of delivering strong absolute and risk adjusted returns
Quality Over Quantity
Downside Mitigation
  • Helps reduce losses when markets fall

  • In tough markets, our Strategy* has tended to fall by much less than the broader global equity market

  • Our focus on reducing losses when markets fall should help the Fund recover faster when markets rebound
Smoother Investment Journey
Smoother Investment Journey
  • Aims to outperform the market with less volatility

  • Designed for clients who want a lower risk equity investment

  • Helps give investors the confidence to stay invested during periods of market volatility and enjoy a smoother investment journey

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

AB also offers a SICAV Fund which follows a similar strategy to the OEIC fund.
View the AB Low Volatility Global Equity SICAV

Seeking downside mitigation and smoother performance patterns

How it Works

Buying high-quality, stable companies at the right price has the potential to beat the market and help protect capital.

Upside/Downside Capture

The strategy aims to capture gains in rising markets and reduce losses when markets fall. This drives the potential to outperform the market, with lower volatility, over the long-term.

Quality, Stability, Price

Our approach integrates fundamental and quantitative research to identify compelling opportunities in high-quality companies, with stable and sustainable cash flows, at attractive prices.

High Conviction Stock Selection

AB's extensive in-house global research capabilities enable our team to develop a high conviction portfolio – with superior return potential and less risk.

An Experienced Team

Benefits of Investing

  1. Attractive Growth Potential

    The Strategy* has consistently outperformed the MSCI World Index over one, three, five and ten-year periods

  2. Quality Over Quantity

    Selectively invests in high-quality companies with consistent revenue and earnings growth potential of more than 10% p.a.

  3. Consistent Alpha

    The Strategy* has a proven track record of success across different market environments

  4. Investing in the Best of the Best

    Highly concentrated global strategy of around 30 high-calibre growth stocks — carefully selected through focused, in-depth research

  5. High Conviction Stock Selection

    Driven by AB’s experienced team – with one of the industry’s highest “analyst to company” ratios and extensive global research resources

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

*Based on performance of the institutional AB Global Strategic Core Equity Composite (the “Strategy”), gross of fees, in GBP. Although similar, the performance of the Strategy is not the same as that of the ES AllianceBernstein Low Volatility Global Equity Fund. 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 of the Funds. The Prospectus, Key Investor information Document and Annual reports are available from the, ACD's website, in English. Full GIPS composite performance disclosures for the Strategy are available on request. The returns presented above are gross of fees and do not reflect the deduction of investment-management fees: the client’s return will be reduced by the management fees and any other expense incurred in the management of their account. As of 31 March 2020.

Risks to Consider

  1. Equity securities risk:

    The value of equity investments may fall as well as rise and you may get back less than you originally invested

  2. 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

  3. Derivatives risk:

    The Fund may use financial derivative instruments which may result in increased gains or losses

  4. 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

These and other risks are described in the Fund's prospectus, available from the Equity Trustees website

This is a marketing communication. This information is provided by AllianceBernstein Limited, 60 London Wall, London, EC2M 5SJ. Registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA - Reference Number 147956).  It is provided for informational purposes only and does not constitute investment advice or an invitation to purchase any security or other investment. The views and opinions expressed are based on our internal forecasts and should not be relied upon as an indication of future market performance. The value of investments in any of the Funds can go down as well as up and investors may not get back the full amount invested. Past performance does not guarantee future results. 

© AllianceBernstein L.P.