In January 2022, the Australian Equity Index fell 6.5% due to concerns around interest rate rises and the end of quantitative easing globally. At the same time, the AB Managed Volatility Equities Fund (Managed Fund)—MVE Class also fell and which resulted in the most disappointing month for the strategy since it was launched in 2014.
Here is your chance to hear directly from Roy Maslen, AB Chief Investment Officer—Australian Equities, as he talks about this result and explains the reasoning behind the decisions made by the portfolio team.
Register your interest below.
Register here 15 Feb 11:00 am (AEST)
Register here 16 Feb 11:00 am (AEST)
AllianceBernstein Investment Management Australia Limited (ABN 58 007 212 606, AFSL 230 683) (“ABIMAL”) is the responsible entity of the AllianceBernstein Managed Volatility Equities Fund (Managed Fund)—MVE Class (ARSN 099 739 447) (“MVE Class”) and is the issuer of units in the MVE Class. AllianceBernstein Australia Limited (“ABAL”) ABN 53 095 022 718, AFSL 230 698 is the investment manager of the MVE Class. ABAL in turn has delegated a portion of the investment manager function to AllianceBernstein L.P.(“AB”). The MVE Class’ Product Disclosure Statement (“PDS”) is available by contacting the client services team at AllianceBernstein Australia Limited at (02) 9255 1299 or at www.AllianceBernstein.com.au. Investors should consider the PDS in deciding to acquire, or continue to hold, units in the Fund.
A Target Market Determination for the [Fund or defined term referring to the Fund or class in the TMD] is available free of charge from our website www.alliancebernstein.com.au. The TMD sets out the class of persons who comprise the target market for the [Fund or defined term referring to the Fund or class in the TMD] and the distribution conditions that are applicable together with a number of other matters which should be considered by retail investors and their advisers.
Information, forecasts and opinions in this document are only intended for persons that qualify as “wholesale clients,” as defined by the Corporations Act 2001, and is not to be construed as 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.
No reproduction of the materials in this document may be made without the express written permission of ABAL.
Not for inspection by, distribution or quotation to, the general public. This document is released by AllianceBernstein Australia Limited ABN 53 095 022 718, AFSL 230 698.