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.
Will ALTFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ALTFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ALTFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ALTFX’s parent organization’s priorities and whether they’re in line with investors’ interests.