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SUSTAINABLE RANGE

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AB SUSTAINABLE CAUTIOUS

Our objective is to outperform RPI UK over the medium to long term, keeping within the prescribed volatility limits whilst investing in active managed funds carefully blended with low cost ETFs or Index funds, physically invested and with a low tracking error where appropriate.  All portfolios align with our proprietary Sustainability Matrix and offer value for money.

 

To achieve the investment objective, we deploy quantitative and qualitative techniques and extensive research that shape our macroeconomic views.

 

The AB Sustainable Cautious Portfolio invests a minimum core of 80% in funds that are sustainable and contribute positively to either the environment or society, and that provide solutions to global issues. The sustainable models are aligned to the core model’s risk first asset allocation, utilising passive instruments, whilst remaining a cost-effective solution to responsible investing.

As at 30 April 2022

Asset Allocation

AB SUSTAINABLE CAUTIOUS BALANCED

Our objective is to outperform RPI UK + 1% over the medium to long term, keeping within the prescribed volatility limits whilst investing in active managed funds carefully blended with low cost ETFs or Index funds, physically invested and with a low tracking error where appropriate.  All portfolios align with our proprietary Sustainability Matrix and offer value for money.

 

To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.

 

The AB Sustainable Cautious Balanced invests a minimum core of 80% in funds that are sustainable and contribute positively to either the environment or society, and that provide solutions to global issues. The sustainable models are aligned to the core model’s risk first asset allocation, utilising passive instruments, whilst remaining a cost-effective solution to responsible investing.

 

Asset Allocation

As at 30 April 2022

AB SUSTAINABLE BALANCED

Our objective is to outperform RPI UK + 1% over the medium to long term, keeping within the prescribed volatility limits whilst investing in active managed funds carefully blended with low cost ETFs or Index funds, physically invested and with a low tracking error where appropriate.  All portfolios align with our proprietary Sustainability Matrix and offer value for money. 

To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.

 

The AB Sustainable Balanced Portfolio invests a minimum core of 80% in funds that are sustainable and contribute positively to either the environment or society, and that provide solutions to global issues. The sustainable models are aligned to the core model’s risk first asset allocation, utilising passive instruments, whilst remaining a cost-effective solution to responsible investing.

Asset Allocation

As at 30 April 2022

AB SUSTAINABLE BALANCED GROWTH

Our objective is to outperform RPI UK + 3% over the medium to long term, keeping within the prescribed volatility limits whilst investing in active managed funds carefully blended with low cost ETFs or Index funds, physically invested and with a low tracking error where appropriate.  All portfolios align with our proprietary Sustainability Matrix and offer value for money.

 

To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.

 

The AB Sustainable Balanced Growth Portfolio invests a minimum core of 80% in funds that are sustainable and contribute positively to either the environment or society, and that provide solutions to global issues. The sustainable models are aligned to the core model’s risk first asset allocation, utilising passive instruments, whilst remaining a cost-effective solution to responsible investing.

Asset Allocation

As at 30 April 2022

AB SUSTAINABLE GROWTH

Our objective is to outperform RPI UK + 4% over the medium to long term, keeping within the prescribed volatility limits whilst investing in active managed funds carefully blended with low cost ETFs or Index funds, physically invested and with a low tracking error where appropriate.  All portfolios align with our proprietary Sustainability Matrix and offer value for money.

 

To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.

 

The AB Sustainable Growth Portfolio invests a minimum core of 80% in funds that are sustainable and contribute positively to either the environment or society, and that provide solutions to global issues. The sustainable models are aligned to the core model’s risk first asset allocation, utilising passive instruments, whilst remaining a cost-effective solution to responsible investing.

Asset Allocation

As at 30 April 2022

AB SUSTAINABLE ADVENTUROUS

Our objective is to outperform RPI UK + 4.5% over the medium to long term, keeping within the prescribed volatility limits whilst investing in active managed funds carefully blended with low cost ETFs or Index funds, physically invested and with a low tracking error where appropriate.  All portfolios align with our proprietary Sustainability Matrix and offer value for money.

 

To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.

 

The AB Sustainable Adventurous Portfolio invests a minimum core of 80% in funds that are sustainable and contribute positively to either the environment or society, and that provide solutions to global issues. The sustainable models are aligned to the core model’s risk first asset allocation, utilising passive instruments, whilst remaining a cost-effective solution to responsible investing.

Asset Allocation

As at 30 April 2022

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