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ES AllianceBernstein Sustainable US Equity Fund

Many equity investors want to help create social benefits while generating strong returns. Deploying a clear investment process that draws on the United Nations’ Sustainable Development Goals (UNSDGs) and integrates environmental, social and governance (ESG) factors in research can help investors achieve these twin goals.

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

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What the Fund Offers

The ES AllianceBernstein Sustainable US Equity Fund aims to deliver attractive long-term capital growth by investing in a diversified portfolio of US companies positively exposed to environmentally or socially orientated investment themes derived from the UNSDGs.

Strong Return Potential
Strong Return Potential
  • Aims to outperform the S&P 500 Index over the long-term by investing exclusively in well-managed US companies that are aligned with the UNSDGs
  • Clear investment process that integrates ESG factors in all investment decisions to identify attractive investments with compelling growth prospects and valuations
  • The estimated costs to achieving the UNSDGs are massive – roughly US$90 trillion. The private sector will play a key role in achieving these goals, creating attractive opportunities for active equity investors
  • The Strategy* has outperformed the S&P 500 Index over one-year, three-years and since inception** – with a proven track record through different market environments
Investing for a Better World
Investing for a Better World
  • Investors increasingly want to make ethical investments that make meaningful contributions to society, the environment and the world we live in
  • Our strategy is aligned with the UNSDGs, and their corresponding 169 targets, which we condense into three core, investable themes: climate, health and empowerment
  • In addition, we identify sub-themes within each of these categories to further clarify the investment opportunities represented by the UNSDGs
  • Sub-themes within climate, for example, include cleaner energy, resource efficiency, sustainable transportation, sanitation and recycling

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

Investing for a More Sustainable Tomorrow

How it Works

We seek to generate superior financial returns through investments that contribute to positive social and environmental outcomes.

Sustainability Goals & Theme Selection

We use a proprietary product identification methodology to find companies offering products, or have supply chains, that contribute to achieving the 17 UNSDGs. We look for companies with a market cap of more than US$1 billion and sufficient liquidity, then organise them into three main themes: Climate, Health, Empowerment.

Identifying the Strongest Candidates

Our team of sector experts conducts fundamental research to identify companies with the strongest UNSDG alignment, revenue growth, profitability and management quality. Analysts’ financial models incorporate a structured evaluation of material ESG factors to better gauge risk. The team collectively vets all investment candidates.

Building a High-Conviction Portfolio

The portfolio reflects the team’s highest-conviction ideas with positions sized for optimal risk/reward and balanced theme exposure. A disciplined risk-management and sell process is designed to maintain these exposures over time. Our team engages with company management to address material ESG issues on an ongoing basis.

 

Impact Report 2019

Our approach can provide investors with a tangible way to contribute to positive ESG outcomes and generate profits as well. In this report, Daniel Roarty and the team show you how our Sustainable Thematic portfolios are actively making an impact by investing in better stocks for a better world.

READ THE IMPACT REPORT
Portfolio Manager

Benefits of Investing

  1. Strong Return Potential

    The Strategy* has outperformed the S&P 500 Index over one-year, three-years and since inception** – with a proven track record through different market environments

  2. Investing for a Better World

    Invests exclusively in well-managed US companies that are aligned with the UN Sustainable Development Goals

  3. Deep ESG integration

    At all steps of the investment process improves fundamental analysis. Active ownership with emphasis on ESG issues positively influences management behavior

  4. Excellence in Sustainable Investing

    Externally recognized for excellence in sustainable investing: awarded both the French finance ministry’s Label ISR certification and LuxFLAG ESG Label

  5. Firmwide Commitment to Responsible Investing

    At AB, we’ve embraced responsible investing in spirit and practice, making it a key facet of our investment process and a central component of our firm’s identity


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 Sustainable US Thematic 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 Sustainable US 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. Investors must not rely on LuxFLAG or the LuxFLAG Label with regard to investor protection issues, and LuxFLAG shall not incur any liability related to the financial performance or default of the Strategy. 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. ** Inception on 31 December 2015.

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.