Available through investment and superannuation platform providers HUB24, Netwealth and Praemium
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
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.
The Lonsec Rating (assigned January 2021) presented on this website is published by Lonsec Research Pty Ltd (ABN 11 151 658 561, AFSL 421445). The Rating is a “class service” (as defined in the Financial Advisers Act 2008 [NZ]) or is limited to “General Advice” (as defined in the Corporations Act 2001 [Cth]) and based solely on consideration of the investment merits of the financial product(s). In New Zealand it must only be provided to “wholesale clients” (as defined in the Financial Advisers Act 2008 [NZ]). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold the AB Concentrated Global Growth Managed Portfolio, and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s), using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: https://www.lonsecresearch.com.au/research-solutions/our-ratings/