AB Managed Volatility Equities Fund

Alliance Bernstein

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.

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Unit Price

Unit price

AB Managed Volatility Equities Fund Unit Price History

Past performance is not a reliable indicator of future performance. This fund does not charge any Buy and Sell costs in addition to the Buy and Sell costs the underlying manager charges Centuria LifeGoals. Therefore, to an Investor in Centuria LifeGoals, the Buy and Sell unit prices do not differ.

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
Net return* (%) 1.60% 5.28% 1.37% 7.43% 7.24%

Past performance is not a reliable indicator of future performance.
(*As at 30/04/2022)

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

Invest today

You are one step closer to securing your future. Download the Centuria LifeGoals PDS to start investing today.

You can apply online for a simple and easy application process, or contact us for any investment, product or administrative enquiries.

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and entering Centuria New Zealand.

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