AB Low Volatility Equity Portfolio

Prepared for Downturns. Poised for Recovery.


Market volatility is an investor’s Achilles heel: it induces anxiety, which could prompt investors to rush for the exits in the face of short-term market pressures. But volatility is an inevitable reality of investing and exiting the market too soon can be a costly strategy over the long term. Investors may end up sacrificing good returns by de-risking their portfolios too much, too quickly, then fail to reap benefits during the subsequent recovery

Rather than pull money out of the market, history suggests that it would be better to take a low-volatility approach to build a resilient portfolio that weathers different market conditions – one that can reduce losses in market declines, while capturing most of the upside in a rising market to deliver a smoother pattern of returns. 

How AB mitigates volatility

We invest in companies that we believe are likely to do well when markets rise, but equally should not fall as low when markets decline.

Upside/Downside Capture

Our approach aims to capture gains in rising markets and reduce losses when markets fall. This drives the potential to outperform the market, with less volatility, over the long term.

Consider Quality, Stability, Price

We combine fundamental research with proprietary quantitative tools to identify compelling opportunities in high-quality companies, with stable and sustainable cash flows, at attractive prices. 

High Conviction Stock Selection

AB's high conviction stock selection process centers on identifying multiple drivers of growth and engaging in fundamental research to uncover the right businesses. Such extensive research enables our team to develop a meaningful portfolio - with potential for steady risk-adjusted returns.

Why AB Low Volatility Equity Portfolio?

Potential to Grow Your Capital

The Portfolio aims to increase the value of your investment over time through capital growth.

Aims For Healthy Returns with Low Volatility

The investment team selects a portfolio of global equities that appear to be of high quality, have low volatility and reasonable valuations, and offer attractive shareholder returns.

An Experienced and Well-Resourced Team

The team has decades of combined experience. As bottom-up stock pickers, we focus on fundamental research and analysis, drawing on firmwide expertise of AB’s investment specialists to identify the best businesses worldwide.

Portfolio Management Team

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Find Out More

AB Low Volatility Equity Portfolio




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.

Emerging/frontier Markets Risk: Where the Portfolio invests in emerging markets, these assets are generally smaller and more sensitive to economic and political factors and may be less easily traded, which could cause a loss to the Portfolio.

Equity 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-term periods.

Small/mid-cap Equities Risk: Investment in securities of companies with relatively small market capitalizations may be subject to more abrupt or erratic market movements because the securities are typically traded in lower volume and are subject to greater business risk. 

Currency Risk: 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.

Important information

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. 

Currency-hedged share classes 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.

Investment in the Fund entails certain risks. Investment returns and principal value of the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. The Fund is meant as a vehicle for diversification and does not represent a complete investment program. Some of the principal risks of investing in the Fund (risks typically associated with ordinary market conditions) include concentration/focus risk, currency risk, derivatives risk, emerging/frontier markets risk, equity securities risk, hedging risk, market risk, and securities lending 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. These and other risks are described in the Fund's prospectus. Prospective investors should read the prospectus and Product Highlights Sheet carefully and discuss risk and the fund's fees and charges with their financial adviser to determine if the investment is appropriate for them.

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.