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. 


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* (%) 1.24% 2.74% 5.30% 3.41% 2.07% 3.87%

Past performance is not a reliable indicator of future performance.
(*As at 31/03/2024)

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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