Congratulations to our advisers—you’ve done it again!
Just a couple of months ago I wrote on this page to thank our advisers for their role in helping AllianceBernstein to win the coveted title of Money Management | Lonsec Fund Manager of the Year for 2019.
As you will recall, the AB Managed Volatility Equities Fund—MVE Class (MVE) was one of three AB funds either to win or be nominated finalist in their respective categories.
This time I’m pleased to share that MVE has won the Australia Equities—Large Cap category of the 2019 Zenith Fund Awards sponsored by Zenith Investment Partners.
This makes it the third such award the Fund has won this year, the first one being the Domestic Equities—Large Cap category of the Morningstar Awards announced in March.
One Fund, three awards. It feels a bit like winning the Grand Slam—and if that sounds self-indulgent, I hope that you, our advisers, are indulging in a little euphoria too, because these awards are as much yours as ours. We couldn’t have won them without you.
Most satisfying of all, however, is the reality that these awards reflect: a Fund that continues to deliver a smoother ride for investors in volatile markets and outstanding returns, and a professional, winning partnership between AB and the advisers who support us.
Thank you so much for being on our team.
Sincerely,
Ben Moore & the Australian Retail Team
AllianceBernstein
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 - MVE Class (ARSN 099 739 447) (“Fund” or “AB Managed Volatility Equities Fund - MVE Class”) 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.
© 2019 FE Money Management. all rights reserved. the information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management and Lonsec (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management or Lonsec (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management and Lonsec shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management and Lonsec does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.
Morningstar Awards 2019 (c). Morningstar, Inc. All Rights Reserved. Awarded to AB Managed Volatility Equities Fund - MVE Class for 2019 Fund Manager of the Year, Domestic Equities – Large Cap, Australia.
The Zenith Fund Awards were issued 11 October 2019 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.