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ES AllianceBernstein Low Volatility Global Equity Fund

Prepared for Downturns, Poised for Recoveries

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?

The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk.

The Fund and What It Offers Investors

The ES AllianceBernstein Low Volatility Equity Fund aims to increase the value of investment over a rolling five-year period by investing in an actively managed, diversified portfolio of shares in global companies while aiming to have lower volatility than the broad global equity market, as represented by the MSCI World Index, and reduce losses when global equity markets decline.

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Attractive Growth Potential:
Attractive Growth Potential

Actively-managed portfolio of high-conviction, global stocks, with bottom-up stock selection driven by a combination of quantitative and fundamental research.

Downside Mitigation:
Downside Mitigation

Our disciplined approach focuses on reducing losses and managing downside risk by investing in stocks that we believe are attractive based on quality, stability and price. 

Consistent Alpha
Smoother Investment Journey

Seeks lower volatility than the market and aims to provide investors with a smoother and more comfortable investment journey, helping investors to remain invested during periods of market volatility.

The value of investments and the income from them will vary. Your 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

KENT HARGIS, SAMMY SUZUKI AND STUART RAE | Portfolio Managers

Philosophy and Approach

Buying high-quality, stable companies at the right price has the potential to beat the market and help reduce losses when global equity markets decline.

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 strong, risk-managed return potential.

Portfolio Management Team

The Fund is managed by Kent Hargis and Sammy Suzuki (Co-CIOs, Strategic Core Equities). They are supported by a dedicated team of 50 global equity analysts, including 40 fundamental and 10 quantitative research analysts, with extensive industry experience.

Why Invest?

  1. Attractive Growth Potential:

    An actively-managed portfolio of high-conviction global stocks that aims to deliver strong risk-adjusted returns over the long-term

  2. Downside Mitigation:

    An approach that helps mitigate risk from sharp market declines

  3. Diversification:

    From traditional equity and fixed income investments

  4. Smoother Investment Journey:

    Aims to outperform the market with less volatility and help give investors the confidence to remain invested

  5. High-Conviction Stock Selection:

    Driven by AB’s experienced global team with extensive in-house research resources

Risks to Consider

  1. Equities Securities Risk:

    The value of equity investments may fluctuate in response to the activities and results of individual companies or because of market and economic conditions. These investments may decline over short or long periods

  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

For a full explanation of risks and the overall risk profile of this fund and the share classes within it, please refer to the Key Investor Information Documents (KIIDs) and Prospectus. 

The sale of funds may be restricted or subject to adverse tax consequences in certain jurisdictions. This information is directed solely at persons in jurisdictions where the fund (and share classes) are registered or who may otherwise lawfully receive it. Before investing, investors should review the fund prospectus, together with the relevant fund specific documentation including KIID and latest reports. 

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 (ACD) of the Funds. The Prospectus, KIID, annual and semi-annual reports are available, in English, free of charge from the ACD's website (www.equitytrustees.com)

This is a marketing communication. This information is provided by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). 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. 

This information is directed at Professional Clients only and is not intended for public use.

© AllianceBernstein L.P.