The RSMR monthly fund update - the new recruits from our July review

01 Aug 2022

The RSMR monthly fund update - the new recruits from our July review

Every month we study the universe of funds in the investment marketplace to assess whether they meet our exacting standards and should be given the RSMR seal of approval. 


Here's the new recruit from our July review: 

Alliance Bernstein Sustainable US Equity Fund

The Alliance Bernstein Sustainable US Equity Fund forms part of the wider Sustainable Thematic platform at Alliance Bernstein. The fund only invests in companies that provide products or services that address the world’s biggest challenges with the definition of sustainability and those challenges based on the United Nations Sustainable Development Goals. There is both a Luxembourg SICAV and UK OEIC versions of the strategy. The fund is categorised within the IA North America sector with the S&P 500 as its benchmark. The strategy launched in April 2001 with an onshore fund launched in March 2020.

The investment process is proprietary using the 17 UN Sustainable Development Goals (SDG) and circa 106 of the 169 underlying UN SDG targets to formulate the three core themes of health, empowerment and climate. Each of these three core themes consists of subthemes. ESG knowledge is shared across Alliance Bernstein using the proprietary tool ESIGHT that covers both fixed income and equities and allows the tracking of progress over time. In addition, the relationship with Columbia University Climate Science Institute provides links with academia and the education of the portfolio managers on climate change as well as research on particular themes.

Internal resource is strong with a long-standing team that has low turnover and is very much collaborative in its approach utilising grassroots research to understand the solutions required within the respective themes. The team is spread geographically, so remote collaboration is the norm.

The strength of resource, the long-term track record, the proprietary process and proprietary tools with sufficient differentiators, warrants the award of an RSMR Responsible rating.

Click here to read the full profile


You can access all our fund profiles on our website for FREE.

RSMR provides impartial, qualitative, forward-looking research for advice businesses. 

Click here to find out more about RSMR research and to access RSMR fund ratings, fund profiles, factsheets, insights, market updates and event information.

This information is for UK Professional Advisers only and should not be given to retail clients.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.

Share this article