• The portfolio mainly invests in securities of companies that are organised, or have substantial business activities in the US that are positively exposed to environmentally- or socially-oriented sustainable investment themes derived from the UN Sustainable Development Goals.
  • Investment in the portfolio may also involve general investment risk, equities securities risk, ESG Investment Policy risk, currency risk, turnover risk, focused portfolio risk, concentration risk, small capitalization companies risk and management 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, risk management, efficient portfolio management and 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.
  • Investors should not rely on this document alone to make investment decisions.

Meet the Team

*On 31 May 2006, the Portfolio was formed by the merger of ACMBernstein Value Investments—American Value Portfolio into ACMGlobal Investments—American Value Portfolio. On 30 June 2010, AllianceBernstein—American Value Portfolio was renamed to AllianceBernstein—US Thematic Research Portfolio, and the Portfolio’s strategy, policies, management team, and the benchmark were changed. On 31 October 2018, AB FCP I — US Thematic Research Portfolio was renamed as AB FCP I — Sustainable US Thematic Portfolio, and the Portfolio’s investment objectives and policies have been updated. Effective 28 January 2022, AB - Sustainable US Thematic Portfolio has been restructured from AB FCP I into AB SICAV I. Please see the prospectus for details. Please note, "Since Inception" performance before 31 October 2018 belongs to the Portfolio before respective investment objectives and policies updated.

 

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