AB Managed Volatility Equities Fund - MVE Class


The AB Managed Volatility Equities Fund - MVE Class aims to achieve returns that exceed the S&P/ASX 300 Accumulation Index after fees over the medium to long term.

Investment Strategy

  • The Fund is designed for equity investors seeking lower volatility, reduced downside risk in falling equity markets, and the potential for long-term capital growth and some income, including franked Australian dividend income.
  • The Fund invests mainly in Australian Securities Exchange (ASX)–listed shares, with up to 20% of its assets in global developed-market shares, and has the ability to hold up to 20% in cash, for example as a short-term defensive measure at times of heightened equity market volatility.
  • 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.
  • The Fund does not always hedge the foreign currency exposures of its global equity assets to Australian dollars, and the investment manager has the discretion to determine the extent to which any foreign currency exposure is reduced or removed. For example, the investment manager may decide not to remove a foreign currency exposure if it believes it offers defensive characteristics that would assist in lowering the volatility of the Fund.
  • The Fund may also invest in preference shares, rights, convertibles, warrants, securities that we reasonably expect to be listed within six months (including initial public offerings), listed trusts and/or other synthetic foreign equity securities.
  • Derivatives may be used to manage risks, invest cash, manage volatility and gain, or reduce investment exposures. Derivatives will not be used for leveraging or gearing purposes.

Management Team

Roy Maslen
Eric Demoiseau, CFA
Kent Hargis
Sammy Suzuki, CFA
Portfolio Details
Domicile: Australia
Base Currency: Australian Dollars
Subscription / Redemption: Daily
Zenith Recommended

Longsec Highly Recommended

Morningstar Silver