AB Sustainable Global Thematic features a rigorous process that has led to strong stock-picking, though lofty fees remain a drawback. However, with the reduction of some fees and the addition of a newer, cheaper share class, three share classes’ Morningstar Analyst Ratings are upgraded to Bronze, with the remaining share classes at Neutral.
AB Sustainable Global Thematic R ATERX
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will ATERX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ATERX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ATERX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of ATERX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This strategy sports a thorough process.
