AB managed volatility fund added to Netwealth

Advisers using the Netwealth platform will now have access to the AllianceBernstein Managed Volatility Equities Fund.


The fund, which charges a management fee of 0.55 per cent, invests primarily in Australian equities and is designed for investors seeking lower volatility, reduced downside risk in falling equity markets, the potential for long-term capital growth and some income, including franked Australian dividend income.

It aims to reduce volatility by identifying, and investing in, high-quality listed equity securities which have reasonable valuations, high-quality cash flows and relatively stable share prices.

“In the past year, the Fund’s best relative returns have been during months when the index fell sharply, but the Fund fell significantly less, resulting in a higher return overall, at a lower volatility, which is exactly what it is designed to do,” AllianceBernstein chief investment officer Roy Maslen said.

“Australian investors — particularly those in or near retirement — are increasingly demanding investment products that provide more certainty, while still participating in growth and volatility for the Fund during the period was 48 per cent less than that of its benchmark, after including franking credits.”

 

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AB managed volatility fund added to Netwealth
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