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.

Unit price

AB Managed Volatility Equities Fund Unit Price History

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Past performance is not a reliable indicator of future performance.

Performance

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

	1 mth	3 mth	6 mth	1 yr	2 yrs	3 yrs
Net return* (%)	-0.93%	-0.60%	5.18%	10.19%	5.27%	2.35%

^{Past performance is not a reliable indicator of future performance.

(*As at 31/10/2024)}

Key features

Key features
APIR code	OVS3629AU
Risk level	6 – high
Minimum initial investment	$500
Regular investment plan	Minimum monthly deposit of $100
Minimum switching amount	$500
Minimum balance	$500
Total estimated fees and costs	0.69% p.a.
Recommended minimum investment period	Five years

Target asset allocation

Asset class	Min %	Max %
Australian equities	60	100
Global equities	0	20
Cash	0	20

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