AB Concentrated Global Growth Managed Portfolio

 
 

Overview

The AB Concentrated Global Growth Managed Portfolio offers your clients access to a concentrated portfolio of high-quality growth companies held within a separately managed account (SMA) structure which can offer additional benefits of transparency and more effective tax management.

 

Adviser Spotlights

Video
Spotlight on CIO Dev Chakrabarti
4 min watch

Meet CIO Dev Chakrabarti and learn about his investing journey and his personal investment philosophy.

Video
Spotlight on the AB Concentrated Global Growth Managed Portfolio
3 min watch

Take a deep dive into the AB Concentrated Global Growth Managed Portfolio and learn more about the investment process.

Video
An Adviser Perspective
4 min watch

Using SMAs can introduce alternate investment options for your clients. In this video, Shane Hay, Founder and Director at Hayfield Private Wealth, discusses how he incorporates SMAs into his advice model.

 

Global Equity Market and Investment Podcast

 
LATEST EPISODE

Tech Talk and Consumer Chat: Gauging Sentiment in Two Key Sectors

March 15, 2024 / 17 min listen
Presented by Dev Chakrabarti

What are the big issues that equity investors are talking about? To help decipher the trends driving stocks, companies, and markets, listen to our monthly podcast with Dev Chakrabarti, Chief Investment Officer—Concentrated Global Growth. In each episode, Dev and the team take stock of the markets based on their experiences managing portfolios and meeting with companies, and provide insight on portfolio positioning in light of macroeconomic trends and corporate earnings news.

 
 

At a Glance

  • 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
 

Available Through Investment and Superannuation Platform Providers

 

Meet the Team


Portfolio Details

 

Domicile: Australia
Base Currency: Australian Dollars

Ratings

 

Fund Literature

 
 

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 on this website 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 realised. Information, forecasts and opinions can change without notice and AllianceBernstein Australia Limited ("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 on this website 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 March 2023) 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/.

 
 

Looking for More Information?

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you as soon as possible.