AllianceBern Global Thematic Gr A (ALTFX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.50%|
Performance & Risk
|5y Avg Return:||10.87%|
|Rank in Category (ytd):||20|
|% Rank in Category (ytd):||1.71%|
|Morningstar Risk Rating:||5|
The investment seeks long-term growth of capital.
The fund pursues opportunistic growth by investing in a global universe of companies in multiple industries that may benefit from innovation. The Adviser employs a combination of "top-down" and "bottom-up" investment processes with the goal of identifying the most attractive securities worldwide, fitting into broader themes, which are developments that have broad effects across industries and companies. Under normal market conditions, the fund invests significantly (at least 40%--unless market conditions are not deemed favorable by the Adviser) in securities of non-U.S. companies. View More