AllianceBernstein

 
 

W.P. Stewart & AllianceBernstein

To Our Investors:

W.P. Stewart has been acquired by AllianceBernstein, a leading global investment-management firm that offers high-quality research and diversified investment services to institutional investors, individuals and private clients in major world markets.

W.P. Stewart’s seasoned investment team will continue to manage your investments the same way. The team will gain access to AllianceBernstein’s broad global reach and its research team, and will benefit from AllianceBernstein office locations, and will continue to support you in the same manner.

Press Release (December 12, 2013)

For additional information about W.P. Stewart products and services, please refer to the appropriate section below.

Separate Account Investors

Institutional Investors

Learn More

Individuals & Private Clients

Please call Trudy Priatno-Hohl at (212) 823-3881.

US Mutual Fund Investors

AllianceBernstein Concentrated Growth Fund (Prior to February 28, 2014, the Fund was named W.P. Stewart & Co. Growth Fund)

This is an SEC-registered US mutual fund (symbol: WPSGX), available to US investors.

Fund Site

Non-US Mutual Fund Investors

W.P. Stewart Quality Growth Funds

This is a Luxembourg-domiciled open-ended investment company structured as an umbrella fund. It is generally not available to US investors.

Fund Site

W.P. Stewart Holdings Fund

Listed on the Eurolist by Euronext Amsterdam stock exchange, this Fund is primarily accessible by European investors. It is generally not available to US investors.

Fund Site - English

Fund Site - Dutch

Bowen Asia

For more information about Bowen Asia, please contact info@bowenasia.com.

This website is not intended to offer or to promote the offer or sale of the W.P. Stewart Quality Growth Fund securities in the United States or to US Persons.


By clicking the “Confirm” button below you confirm that:

  • You are not a US Person (as defined in the Regulation S of the US Securities Act 1933, as amended), nor are you acting for the account or benefit of a US Person;
  • You are not a US Citizen whether resident in the United States or another country
  • You are not a resident of, or acting for the account or benefit of a resident in, a jurisdiction where this website is restricted;

This website is not intended to offer or to promote the offer or sale of the W.P. Stewart Holdings Fund securities in the United States or to US Persons.


By clicking the "Yes" button below you confirm that you are an investor of the Fund.

Deze website is niet bedoeld om beleggingen in het W.P. Stewart Holdings Fund aan te bieden of de aanbieding of verkoop daarvan te bevorderen in de Verenigde Staten of aan ingezetenen van de Verenigde Staten.


Door op de “Ja”-knop te klikken, bevestigt u dat u een belegger in het fonds bent.

Investors should consider the investment objectives, risks, charges and expenses of the W.P. Stewart & Co. Growth Fund carefully before investing. For copies of the prospectus click here. Please read the prospectus carefully before investing.

IMST Distributors, LLC is the distributor for the W.P. Stewart & Co. Growth Fund.

For Non-US Mutual Fund Investors: This website is authorized for use only by registered broker-dealers and is not authorized for use by the general public. The material contained herein is not for inspection by, distribution or quotation to, the general public. The sale of shares of W.P. Stewart funds may be restricted in certain jurisdictions. In particular, shares may not be offered or sold, directly or indirectly, in the United States or to U.S. persons, as is more fully described in the prospectus with respect to each Fund. Shares of W.P. Stewart funds are offered only pursuant to the Fund's current prospectus together with the most recent financial statements. The information on this page is for information purposes only and should not be construed as an offer to sell, or solicitation to buy, or a recommendation for the securities of any W.P. Stewart fund.

Investment Products Offered:
Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed

AllianceBernstein® and the AB logo are registered trademarks and service marks used by permission of the owner, AllianceBernstein L.P.