SVS AllianceBernstein Sustainable US Equity

Select share classes

There is only one type of share class for this fund.

SVS AllianceBernstein Sustainable 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

£2.189

arrow-up£0.009 (+0.41%)

Fund Code

ESEIA

BL4SFB2

GB00BL4SFB26

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. The Sub-Fund seeks to achieve its financial and sustainable investment objectives by investing at least 80% of the Sub-Fund's total value in shares of US companies that that the Investment Manager has identified as positively contributing to the Sustainability Themes.

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

Fund manager

Benjamin Ruegsegger

Manager start date

13 Mar 2020

Fund manager biography

Ben Ruegsegger is a Portfolio Manager and Senior Research Analyst on the Sustainable Thematic Equities team. Ruegsegger was appointed Portfolio Manager on AB’s Sustainable US Thematic Strategy in 2017, and on the global and international strategies in 2023. In this role, he assists the chief investment officer in managing a suite of geographically diverse strategies aligned with long-term sustainable themes. In addition, Ruegsegger is a veteran thematic investor and serves as a Senior Research Analyst on the Sustainable Thematic Equities Portfolios, where he is responsible for covering global technology. Prior to joining the AB Sustainable Thematic Equities team in 2008, he covered the financial and consumer discretionary sectors on AB’s US Mid Cap Growth team. Ruegsegger began his career at AB in 2001. He holds a BA in economics and finance from Eastern University and is a CFA charterholder. Location: Philadelphia

Fund manager

Daniel Roarty

Manager start date

13 Mar 2020

Fund manager biography

Daniel C. Roarty was appointed Chief Investment Officer of AB’s Sustainable Thematic Equities team, which manages a suite of geographically diverse strategies dedicated to the achievement of the United Nations (UN) Sustainable Development Goals (SDGs), in 2013. Since assuming this role, he has become a thought leader in socially responsible investing, utilizing the SDGs as a road map for identifying thematic investment opportunities. Roarty is an active part of the sustainable investing community, acting as a subject-matter expert around the globe, including speaking at the 2018 Sustainable Investing Conference at the UN. He joined the firm in 2011 as global technology sector head on the Global/International Research Growth team and was named team lead in early 2012. Roarty previously spent nine years at Nuveen Investments, where he co-managed both a large-cap and a multi-cap growth strategy. His research experience includes coverage of technology, industrials and financials stocks at Morgan Stanley and Goldman Sachs. Roarty holds a BS in finance from Fairfield University and an MBA from the Wharton School at the University of Pennsylvania. He is a CFA charterholder. Location: Philadelphia

Head office

Devonshire House

1 Mayfair Place

LONDON

United Kingdom

W1J 8AJ

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Important Information

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