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- The portfolio invests in securities that are positively exposed to environmentally- or socially-oriented sustainable investment themes derived from the UN Sustainable Development Goals (UNSDGs).
- Invest in emerging markets is subject to higher volatility and higher risks (e.g. liquidity risk, currency risk, political risk, regulatory risk, economic risk, legal and taxation risk, settlement risk and custody risk).
- Investment in the portfolio may also involve general investment risk, equities securities risk, ESG investment policy risk, concentration risk, focused portfolio risk, currency risk and small capitalization companies risk. The value of the portfolio can be volatile and can go down substantially within a short period of time. It is possible that the entire value of your investment in the portfolio can be lost.
- The portfolio is entitled to use financial derivative instruments for hedging, efficient portfolio management and other investment purposes which may involve counterparty / credit risk, liquidity risk, valuation risk, volatility risk and over-the-counter transaction risk. The leverage element / component of a financial derivative instrument can result in a loss significantly greater than the amount invested in the financial derivative instrument by the Portfolio. Exposure to financial derivative instrument may lead to a high risk of significant loss by the Portfolio.
- Dividends may be paid from capital or effectively out of capital of the Portfolio, which may amount to a partial return or withdrawal of an investor’s original investment or from any capital gains attributable to that original investment and result in an immediate decrease of the net asset value per Share. Distributions for hedged share classes may be adversely affected by differences in the interest rates of the reference currency and the Portfolio’s base currency, resulting in a greater amount of distribution being paid out of capital than other non-hedged share classes.
- Investors should not rely on this document alone to make investment decisions.
Meet the Team
*On 31 August 2006, the Portfolio was formed by the merger of The Asian Technology Fund into the AllianceBernstein - Asian Technology Portfolio. On 30 November 2009 , AllianceBernstein - Asian Technology Portfolio was renamed to AllianceBernstein - Global Thematic Research Portfolio, and the Portfolio’s investment objective, strategy, policies, management team, and benchmark (from Dow Jones Asia Pacific Technology Index to MSCI All Country World Index) was changed. On 30 April 2011, the Portfolio changed its name to AllianceBernstein - Thematic Research Portfolio. On 28 October 2016, AB FCP I – Global Growth Trends Portfolio (the "Transferring Portfolio") merged into the Portfolio, and share classes A and C of the Transferring Portfolio had been transferred to share classes AX and CX of the Portfolio. On 31 October 2018, AB SICAV I — Thematic Research Portfolio was renamed as AB SICAV I — Sustainable Global Thematic Portfolio, and the Portfolio’s investment objectives and policies have been updated. Please note, "Since Inception" performance before 31 October 2018 belongs to the Portfolio before respective investment objectives and policies updated.
For enquiries regarding the Net Asset Value (NAV) of AllianceBernstein funds, please call (852) 2918 7888.