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AB Sustainable Global Thematic R ATERX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See AllianceBernstein Investment Hub

Morningstar’s Analysis ATERX

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.

New Comanager Joins AB Sustainable Global Thematic; Ratings Unchanged

null Tony Thorn

Tony Thorn

Analyst Note

Ben Ruegsegger became a comanager on AB Sustainable Global Thematic on Oct. 31, 2023, joining veteran manager Daniel Roarty. Ruegsegger's appointment was a logical step. He joined AllianceBernstein in 2001 in an operations role before moving to equity research in 2006. Ruegsegger has supported the Sustainable Thematic Equities portfolios since 2008, well before this strategy was converted to its environmental, social, and governance mandate in November 2016. During his time as an analyst, Ruegsegger covered a variety of sectors, but most recently he covered technology stocks, which have been one of the strongest areas for this strategy in recent years.

by Tony Thorn
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