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The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to change over time.
Past performance does not guarantee future results.
Global equities represented by MSCI World Net Return (NR) (Jan. 1975). Global high-dividend equities represented by MSCI World High Dividend NR (Dec. 1975). Global value equities represented by MSCI World Value NR (Jan. 1975). Global growth equities represented by MSCI World Growth NR (Jan. 1975). Global min.-vol. equities represented by MSCI World Minimum Volume (USD) NR (Jun. 1988) Emerging-market equities represented by MSCI Emerging Market NR (Jan. 2001). Global real estate represented by FTSE EPRA NAREIT Developed NR (Mar. 2005). Global rates represented by Bloomberg Global Treasury Total Return (TR) USD (Jan. 1987). Global credit represented by Bloomberg Global Aggregate TR USD (Feb. 1990). Global high yield represented by Bloomberg Global High Yield TR USD (Feb. 1990). 60% global equity/40% global bond represented by a blend of 60% MSCI World NR and 40% Bloomberg Global Aggregate TR USD. Data are based on monthly returns through December 2023. Return data availability for each index denoted in parentheses.
Source: Morningstar and AllianceBernstein (AB)
Past performance does not guarantee future results.
Global equities represented by MSCI World NR. Global high-dividend equities represented by MSCI World High Dividend NR. Global value equities represented by MSCI World Value NR. Global growth equities represented by MSCI World Growth NR. Global min.-vol. equities represented by MSCI World Minimum Volume (USD) NR. Emerging-market equities represented by MSCI Emerging Market NR. Global real estate represented by FTSE EPRA NAREIT Developed NR. Global rates represented by Bloomberg Global Treasury TR USD. Global credit represented by Bloomberg Global Aggregate TR USD. Global high yield represented by Bloomberg Global High Yield TR USD. 60% global equity/40% global bond represented by a blend of 60% MSCI World NR and 40% Bloomberg Global Aggregate TR USD.
Data reflects returns for calendar year 2022.
Source: Morningstar and AB
The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to change over time.
MSCI makes no express or implied warranties or representations, and shall have no liability whatsoever with respect to any MSCI data contained herein.
The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, reviewed or produced by MSCI.
Investment involves risk. The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this publication. This article is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer of solicitation for the purchase or sale of, any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. This presentation is issued by AllianceBernstein Hong Kong Limited (聯博香港有限公司) and has not been reviewed by the Securities and Futures Commission.