AB Dynamic Global Fixed Income Fund

Objective

The AB Dynamic Global Fixed Income Fund aims to achieve returns that exceed the those of Bloomberg AusBond Bank Bill Index, after fees, over five-year periods.

Investment Strategy

  • The Fund is designed for investors with higher risk tolerances who want to achieve income returns exceeding those of Australian bank bill rates over the long term by investing in global debt or fixed-income securities.
  • The Fund implements a global, multi-sector strategy, investing in a broad range of debt securities. The Fund may hold corporate bonds, government bonds, asset-backed securities, mortgage-backed securities, closed-ended mutual funds (up to 5% of the Fund's assets) and bank loans located anywhere in the world, including developed and emerging countries. Up to 40% of the Fund’s assets may be high risk and rated below investment grade.
  • The Fund seeks to control risks and enhance returns through currency management. The Fund intends to hedge to Australian dollars most of the foreign currency exposures of its debt and fixed-income securities. However, up to 10% of the Fund's net asset value may be exposed to the risks and returns of international currencies.
  • Derivatives may be used to manage risk exposures, invest cash, and gain or reduce investment exposures. Derivatives will not be used for leveraging or gearing purposes.

QUICK LINKS

Management Team

John Taylor
Biography
Scott DiMaggio, CFA
Biography
Portfolio Details
Domicile: Australia
Base Currency: Australian Dollars
Subscription / Redemption: Daily
Daily Pricing
Monthly Performance
Distribution

FUND MATERIALS

REGULATORY DOCUMENTS

AllianceBernstein Investment Management Australia Limited (ABN 58 007 212 606, AFSL 230 683) (“ABIMAL”) is the responsible entity of the AllianceBernstein Dynamic Global Fixed Income Fund (ARSN 165 810 686) (“Fund” or “AB Dynamic Global Fixed Income Fund”) and is the issuer of units in the Fund. AllianceBernstein Australia Limited (“ABAL”) ABN 53 095 022 718, AFSL 230 698 is the investment manager of the Fund. ABAL in turn has delegated a portion of the investment manager function to AllianceBernstein L.P.(“AB”). The Fund’s Product Disclosure Statement (“PDS”) is available by contacting the client services team at AllianceBernstein Australia Limited at (02) 9255 1299 or at http://www.AllianceBernstein.com.au. Investors should consider the PDS in deciding to acquire, or continue to hold, units in the Fund. Information, forecasts and opinions set out in this document are not personal advice and have not been prepared for any recipient’s specific investment objectives, financial situation or particular needs. Neither this document nor the information contained in it are intended to take the place of professional advice. Please note that past performance is not indicative of future performance and projections, although based on current information, may not be realised. Information, forecasts and opinions (“Information”) can change without notice and neither ABIMAL or ABAL guarantees the accuracy of the information at any particular time. Although care has been exercised in compiling the information contained in this report, neither ABIMAL or ABAL warrants that this document is free from errors, inaccuracies or omissions.
This document is released by AllianceBernstein Australia Limited ABN 53 095 022 718, AFSL 230 698.

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