The Portfolio seeks to increase the value of your investment over time through capital growth while seeking to maximise risk-adjusted returns relative to the overall US equity markets.
In actively managing the Portfolio, the Investment Manager uses fundamental and quantitative research to select securities that it believes offer superior investment return characteristics (bottom-up approach). The Investment Manager takes a flexible, style-agnostic approach, adjusting exposures opportunistically based on market environments. It may hold securities for a short period of time when implementing the investment strategy and therefore may experience high trading volumes. Under normal market conditions, the Portfolio typically invests at least 80% of its assets in equity securities. The Portfolio mainly invests in medium and large-sized companies that are traded in the US. The Portfolio’s equity investments may include convertible securities, depositary receipts, REITs and ETFs. The Portfolio may be exposed to any currency.
These and other risks are described in the Portfolio's prospectus
Currency Risk: To the extent that the Portfolio holds assets that are denominated in currencies other than its Base Currency, any changes in currency exchange rates could reduce investment gains or income, or increase investment losses, in some cases significantly. Hedging may reduce but not eliminate currency risk.
Derivatives Risk: The portfolio may invest in financial derivative instruments for investment purposes in addition to hedging and/or efficient portfolio management purposes and hence this may lead to a higher volatility to the net asset value of the Portfolio.
Equity Securities Risk: Equities can lose value rapidly, in response to such factors as activities of individual companies, general market or economic conditions, or changes in currency exchange rates. Equities typically involve higher (often significantly higher) market risks than bonds, money market instruments, or other debt securities.
Liquidity Risk: The risk that arises when adverse market conditions affect the ability to sell assets when necessary. Reduced liquidity may have a negative impact on the price of the assets.
Investment in the Fund entails certain risks. Past performance does not guarantee future results. The value of an investment in the Fund can go down as well as up and investors may not get back the full amount invested. This information is directed solely at persons in jurisdictions where the funds and relevant share class are registered or who may otherwise lawfully receive it. Before investing in AllianceBernstein funds, investors should review the fund’s full prospectus, together with the fund’s Product Highlights Sheet and the most recent financial statements. Copies of these documents, including the latest annual report and, if issued thereafter, the latest semi-annual report, may be obtained free of charge from www.abfunds.com / www.alliancebernstein.com or by contacting the local distributor in the jurisdictions in which the funds are authorized for distribution.
The Portfolio is part of AB SICAV I (referred to as “AB”). AB is an open-ended investment company with variable capital (société d’investissement à capital variable) under the laws of the Grand Duchy of Luxembourg.
The Portfolio may invest in financial derivative instruments for investment purposes in addition to hedging and/or efficient portfolio management purposes and hence this may lead to a higher volatility to the net asset value of the Portfolio.
Dividends are not paid for all share classes and are not guaranteed.
Please note that dividend distribution is at the discretion of The Board of Director (“Board”) and subject to the dividend policy referred in the Singapore Offering Document. It is dependent on prevailing market conditions and the income generated by the underlying securities of the fund. Any payments of distributions by the portfolio may result in an immediate reduction of the net asset value per share/unit. A high distribution yield does not imply a high return on the fund. Investors should not make any investment decision solely based on dividend information provided.
Currency-hedged share classes (indicated above by a currency denomination and an “H” in the Class name) use hedging techniques in an attempt to reduce—but not eliminate—fluctuations between the investor’s holdings in a particular currency-hedged share class denominated in the investor’s investing currency and the portfolio’s base currency. The goal is to deliver returns that track the portfolio’s base currency returns more closely.
AllianceBernstein funds are offered only by the offering document with respect to each fund. The sale of shares of AB 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 Offering Document with respect to each Fund. Shares of AB funds are offered only pursuant to the Fund’s current Offering Document 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 AB fund.