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AB Managed Volatility Equities Fund

Investment objective

The fund aims to achieve returns that exceed the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt) after fees over the medium to long term.

Investment strategy

The fund implements a managed volatility equities strategy that aims to reduce volatility by identifying, and investing in, high-quality listed equity securities that have reasonable valuations, high-quality cash flows and relatively stable share prices. This fund can invest up to 20% in international shares.

Investment manager

AllianceBernstein Investment Management Australia Limited is owned by AllianceBernstein L.P. and is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals and private wealth clients in major world markets.

As of 30 September 2018, AB managed US$550 billion for clients, including mutual funds, pension plans, superannuation schemes, charities, insurance companies, central banks, and governments.

Unit prices

Buy Price ($)
Sell Price ($)

Key features

APIR CodeOVS3629AU
FactsheetDownload
Risk level6 – high
Minimum initial investment$500
Regular investment planMinimum monthly deposit of $100
Minimum switching amount$500
Minimum balance$500
Total net management fee0.99% p.a.
Recommended minimimum investment period5 years

Performance

The performance of your investment is measured after taxes and fees within this tax paid fund.

Net performance* (%)1 mth3 mth
AB Managed Volatility Equities Fund2.055.28

*As at 31 May 2019

Asset allocation

Min %Max %
Australian equities60100
Global equities020
Cash020

Invest today

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