SVS AllianceBernstein Concentrated US Equity Fund Class I GBP Accumulation

Category US Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.882

arrow-up£0.024 (+1.29%)

Fund Code

ESUIA

BL4SF67

GB00BL4SF671

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

To achieve an increase in the value of its investment over a rolling 5 year period after the deduction of all fees, through an actively managed, concentrated, high conviction portfolio of shares in US companies. The Sub-Fund seeks to achieve its investment objective by investing at least 80% of the Sub-Fund's total value in shares of US companies. A "US company” means any company that is organised in or has substantial business activities in the United States of America.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

AllianceBernstein Ltd.

Fund launch date

13 Mar 2020

Domicile

United Kingdom

UCITS

Yes

Lead manager

James Tierney

Lead manager start date

13 Mar 2020

Lead fund manager biography

James T. Tierney, Jr. is Chief Investment Officer of Concentrated US Growth. Prior to joining AllianceBernstein in December 2013, he was CIO at W.P. Stewart & Co. Tierney began his career in 1988 in equity research at J.P. Morgan Investment Management, where he analyzed entertainment, healthcare and finance companies. He left J.P. Morgan in 1990 to pursue an MBA and returned in 1992 as a senior analyst covering energy, transportation, media and entertainment. Tierney joined W.P. Stewart in 2000. He holds a BS in finance from Providence College and an MBA from Columbia Business School at Columbia University.

Head office

Devonshire House

1 Mayfair Place

LONDON

United Kingdom

W1J 8AJ

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