AB Sustainable Global Thematic Fund Class A

 (MUTF:ALTFX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.07%
   
1 week   +2.69%
   
4 week   +4.71%
   
3 month   +8.23%
   
YTD   +36.20%
   
1 year   +34.12%
   
3 years*   +11.87%
   
5 years*   +14.15%
   
*annualized
Best 3 month return+45.90%  
Worst 3 month return-38.67%  

Morningstar statistics

Morningstar category: World Large Stock
  Return Risk Rating
3 years High High
5 years Above Average High
10 years     -     - -
Overall Above Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets861.43M 
Front load4.25%  
Deferred load-  
Expense ratio1.41%  
Management fee-  
Fund familyAllianceBernstein 

Asset allocation

Cash5.78%  
Stocks92.93%  
Bonds0.00%  
Preferred1.29%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$50  
IRA Initial$2,500  
AIP Initial$2,500  
AIP Additional$50  
117.18+0.62(0.53%)
Nov 23, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. The fund pursues opportunistic growth by investing in a global universe of companies that are positively exposed to sustainable investment themes. The Adviser employs a combination of "top-down" and "bottom-up" investment processes with the goal of identifying securities of companies worldwide, fitting into sustainable investment themes. The Adviser identifies sustainable investment themes that are broadly consistent with achieving the United Nations Sustainable Development Goals.
Fund filings (PDF) »
Asset manager:
Daniel Roarty (Started: May 23, 2013)
Advisor Company:
AllianceBernstein L.P.
Fund family reports on Morningstar »
AllianceBernstein, 11345 Avenue of the Americas, New York, NY 10105, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 4.97 5.36 6.51 3.05
Beta* 0.96 0.91 0.90 1.01
Mean annual return 2.15 0.93 1.13 0.49
R-squared* 56.01 76.24 73.09 84.70
Standard deviation 7.44 12.81 12.22 20.77
Sharpe ratio 3.35 0.84 1.09 0.26
* Against standard index

Top 10 holdings

Security Net Assets  
Kingspan Group PLC (KGSPF) 2.52%  
Housing Development Finance Corp Ltd (HDFC) 2.42%  
MSCI Inc (MSCI) 2.39%  
Alibaba Group Holding Ltd ADR (BABA) 2.37%  
Vestas Wind Systems A/S (VWSYF) 2.36%  
AIA Group Ltd (AAIGF) 2.29%  
American Water Works Co Inc (AWK) 2.26%  
Hexcel Corp (HXL) 2.23%  
Abbott Laboratories (ABT) 2.20%  
Xylem Inc (XYL) 2.02%