Overview

AB 500 Plus is a custom index that offers a strategic allocation to core US large cap stocks (SPY) with opportunistic exposure to global equity markets using a proprietary signal that allocates to other major markets at critical trading times to capture opportunities based on retail flows from shifts in investor positioning. The Index seeks to reflect the position of the S&P 500 while identifying opportunities in additional indices.

About this Fund

  • Utilizes the S&P 500 as its default allocation – offering meaningful exposure to one of the best performing and most widely used equity indices
  • A proprietary signal activates the index to rotate into other passive indices as a shift between buy and sell side changes
  • Combines the benefits of owning the S&P 500 with diversification into other indices when they are most attractive

Primary Investments

  • SPY (the SPDR S&P 500 ETF Trust) – US Large Cap Stocks
  • QQQ – US Technology Stocks
  • iShares Russell 2000
  • iShares MSCI EAFE
  • iShares MSCI Emerging Markets 

AB’s Multi-Asset Solutions

Experience That Counts; Strategies That Matter

Leveraging capabilities across asset classes, AB’s Multi-Asset team takes a thoughtful, unconstrained approach to strategy design and implementation. Backed by 50 years of trusted portfolio management and innovation, we use all markets to get through all markets. This global perspective allows us to see beyond conventional investment strategy in creating custom solutions to meet unique client needs.

Simulated or hypothetical performance results have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. Results include estimates of trading costs and market impact; however, because these trades have not actually been executed, results may have under- or overcompensated for these costs. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve returns or a volatility profile similar to those being shown.
This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product.
AB 500 Plus Index℠ is a Trademark owned by AllianceBernstein L.P. (“AB”), and has been licensed to a third party (“Licensee”). The index annuity product to which this disclosure applies (the “Product”) has been developed solely by Licensee. The Product is not sponsored, endorsed, or promoted by AB, and AB bears no liability with respect to the Product or any index on which such Product is based.
AB does not provide investment advice to the Product or Licensee, and in no event shall any contract owner of the Product be deemed to be a client of AB. The prospectus, contract, policy or other similar governing document contains a more detailed description of the limited relationship AB has with Licensee and any related product.

 

Looking for More Information?

For more information, please contact your local AllianceBernstein sub advise team member