AB Concentrated Global Growth Managed Portfolio

Available through investment and superannuation platform providers HUB24, Netwealth and Praemium

Investment Strategy

  • A concentrated portfolio of high-quality growth companies trading at attractive prices
  • Relies on fundamental, research-driven stock selection
  • Philosophy based on the belief that long-term, consistent earnings growth drives long-term investment returns
  • Differentiated by its quality bias, five-year perspective, valuation overlay, in-depth research and team approach
  • Emphasis on high-quality, sustainable growth companies helps limit volatility

QUICK LINKS

Management Team

Mark Phelps
Biography
Portfolio Details
Domicile: Australia
Base Currency: Australian Dollars
Daily Pricing
Monthly Performance
Distribution

FUND MATERIALS

AllianceBernstein Investment Management Australia Limited ABN 58 007 212 606, AFSL 230 683 (“ABIMAL”) is the portfolio manager of the AB Concentrated Global Growth Managed Portfolio (“Portfolio”). Investors will not be able to invest in the Portfolio directly but only through an Investor Directed Portfolio Service (IDPS) under arrangements between the investor and the IDPS operator (“Operator”). Information in this document is not to be construed as advice and is provided solely for informational purposes and is not an offer to buy or sell securities or to provide any service. In constructing the Portfolio or providing information ABIMAL has not taken into account any person’s specific investment objectives, financial situation or particular needs.

The Operator will be responsible for the implementation of the Portfolio on behalf of an investor including the purchase and sale of any security in connection with the establishment of, or changes to, the Portfolio. The actual portfolio held by the Operator on behalf of the investor may vary from the Portfolio as constructed by ABIMAL. ABIMAL is not responsible for monitoring the Operator’s implementation of any Portfolio.

Past performance does not guarantee future results. Projections, although based on current information, may not be realized. Information, forecasts and opinions can change without notice and ABAL does not guarantee the accuracy of the information at any particular time. Although care has been exercised in compiling the information contained in this document, ABIMAL does not warrant that this document is free from errors, inaccuracies or omissions. ABIMAL disclaims any liability for damage or loss arising from reliance upon any matter contained in this document except for statutory liability which cannot be excluded.

No reproduction of the materials in this document may be made without the express written permission of ABAL. This information is provided for persons in Australia only and is not being provided for the use of any person who is in any other country.

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