| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.10 |
Cumulative Performance
Discrete Performance
(No discrete data available for ES AllianceBernstein Low Volatility Global Equity Z Acc)
| Fund Size | 2,283,600.00 | Launch Date | 11/03/2020 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 20,000,000.00 | Total Expense Ratio (%) | 0.10 |
| ISIN | GB00BL4SFJ02 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 0.1000 (on 05/03/2020) |
The Sub-Fund seeks to achieve its investment objective by investing in shares of global companies. Investment can be direct, or indirect, in shares (including common and preference shares), rights for shares, warrants, and depositary receipts (securities issued by banks that represent company shares).The Sub-Fund will invest in shares that the Investment Manager believes to have fundamentally lower volatility and less downside risks in the future. The Investment Manager uses its proprietary risk and return models as well as its judgment and experience in managing investment portfolios to construct a diversified portfolio with a balance of quality, stability and price.The Fund is actively managed meaning the Investment Manager uses their expertise to select investments to achieve the Sub-fund’s objectives.The Sub-Fund will be diversified (investing in more than 30 companies) and the Investment Manager’s investment decisions are not restricted to any specific market, region, industry sector or company size. The Investment Manager will include in investment process Environmental, Social, and Governance ("ESG") factors when considering whether or not to invest in or sell particular shares.The Investment Manager is not restricted by the investment policy from holding a particular company, unless the company is identified in accordance with the Sub-Fund's Exclusion Policy as stated in Appendix 4. The Sub-Fund may also invest up to 20% of its value in money market instruments, deposits, cash and near cash, and up to 10% of its value in units in collective investment schemes (including other funds managed by the Investment Manager or its affiliates). The Sub-Fund may also use derivatives for efficient portfolio management or hedging purposes. Any investment in derivatives for efficient portfolio management will not give rise to any leverage and is not intended to increase the Sub-Fund's risk profile.
Kent Hargis
Kent Hargis was promoted to Co-Chief Investment Officer of Strategic Core Equities in 2018. He has been managing the Global, International and US portfolios since their inception in September 2011, and the Emerging Markets Strategic Core portfolio since January 2015. Hargis was named Head of Quantitative Research for Equities in 2009, with responsibility for overseeing the research and application of risk and return models across the firm's equity portfolios. He joined the firm in October 2003 as a senior quantitative strategist. Prior to that, Hargis was chief portfolio strategist for global emerging markets at Goldman Sachs. From 1995 through 1998, he was assistant professor of international finance in the graduate program at the University of South Carolina, where he published extensively on various international investment topics. Hargis holds a PhD in economics from the University of Illinois, where his research focused on international finance, econometrics and emerging financial markets. Location: New York
Sammy Suzuki
Sammy Suzuki was promoted to Co-Chief Investment Officer of Strategic Core Equities in 2018. He has been managing the Emerging Markets Strategic Core portfolio since its inception in July 2012, and the global, international and US portfolios since 2015. Suzuki has managed portfolios for well over a decade. From 2010 to 2012, he also held the role of director of Fundamental Value Research, where he managed 50 fundamental analysts globally. Prior to managing portfolios, Suzuki spent a decade as a research analyst. He joined AB in 1994 as a research associate covering the capital equipment industry, and then became an analyst covering the technology industry. Suzuki became portfolio manager in 2004. From 1998 to 2004, he served as senior research analyst for the global automotive industry. Before joining the firm, Suzuki was a consultant at Bain & Company. He holds a BS in materials science and engineering and a BS in finance (both magna cum laude) from the University of Pennsylvania. He is a CFA charterholder and a member of the Board of the CFA Society New York. Location: New York
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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