497 1 d891259d497.htm EQ ADVISORS TRUST EQ Advisors Trust

EQ ADVISORS TRUSTSM

 

EQ/Invesco Moderate Allocation Portfolio

EQ/Invesco Moderate Growth Allocation Portfolio

 

SUPPLEMENT DATED SEPTEMBER 6, 2024 TO THE SUMMARY PROSPECTUS, PROSPECTUS AND STATEMENT OF ADDITIONAL INFORMATION DATED MAY 1, 2024, AS SUPPLEMENTED

 

 

 

This Supplement updates certain information contained in the Summary Prospectus, Prospectus and Statement of Additional Information (“SAI”) of EQ Advisors Trust (“Trust”) dated May 1, 2024, as supplemented. You should read this Supplement in conjunction with the Summary Prospectus, Prospectus and SAI and retain it for future reference. You may view, print, and download these documents, free of charge, at the Trust’s website at https://equitable-funds.com.

 

Effective September 6, 2024, the following changes are being made to the Summary Prospectus, Prospectus and SAI:

 

The section of the Summary Prospectus and Prospectus entitled “EQ/Invesco Moderate Allocation Portfolio — WHO MANAGES THE PORTFOLIO — Sub-Adviser: Invesco Advisers, Inc. (“Invesco” or the “Sub-Adviser”)” is amended to include the following information:

 

Name   Title  

Date Began

Managing

the Portfolio

Peter Hubbard

   Senior Portfolio Manager of Invesco   September 2024

 

The section of the Summary Prospectus and Prospectus entitled “EQ/Invesco Moderate Growth Allocation Portfolio — WHO MANAGES THE PORTFOLIO — Sub-Adviser: Invesco Advisers, Inc. (“Invesco” or the “Sub-Adviser”)” is amended to include the following information:

 

Name   Title  

Date Began

Managing

the Portfolio

Peter Hubbard

   Senior Portfolio Manager of Invesco   September 2024

 

The section of the Prospectus entitled “Management of the Trust — The Sub-Advisers — Invesco Advisers, Inc. (“Invesco”)” is amended to delete the second paragraph and replace with the following information:

 

Alessio de Longis, CFA®, John Burrello, CFA®, CAIA, Scott Hixon, CFA®, Robert Young, CFA® and Peter Hubbard have joint and primary responsibility for the investment decisions for the EQ/Invesco Moderate Allocation Portfolio and the EQ/Invesco Moderate Growth Allocation Portfolio.

 

Alessio de Longis, CFA®, serves as a Senior Portfolio Manager of Invesco. He has been associated with Invesco and/or its affiliates since 2019. He has been a portfolio manager of the Portfolio since March 2023.

 

John Burrello, CFA®, CAIA, serves as a Senior Portfolio Manager of Invesco. He has been associated with Invesco and/or its affiliates since 2012. He has been a portfolio manager of the Portfolio since March 2023.

 

Scott Hixon, CFA®, serves as a Senior Portfolio Manager of Invesco. He has been associated with Invesco and/or its affiliates since 1994. He has been a portfolio manager of the Portfolio since March 2023.

 

Robert Young, CFA®, serves as a Senior Portfolio Manager of Invesco. He has been associated with Invesco and/or its affiliates since 2001. He has been a portfolio manager of the Portfolio since March 2016.

 

Peter Hubbard, serves as a Senior Portfolio Manager of Invesco. He has been associated with Invesco and/or its affiliates since 2005.

 

*****

The section of the SAI entitled “Appendix B — EQ Advisors Trust — Portfolio Manager Information — INVESCO ADVISERS, INC. (“Invesco”)” is amended to include the following information:

 

 
Invesco Advisers, Inc. (“Invesco” or “Sub-Adviser”)
     
Portfolio Manager   Presented below for each portfolio manager is the number
of other accounts of the Sub-Adviser managed by the
portfolio manager and the total assets in the accounts
managed within each category as of July 31, 2024		   Presented below for each of the categories is the
number of accounts and the total assets in the
accounts with respect to which the advisory fee is
based on the performance of the account
    Registered

Investment

Companies

   Other Pooled Investment

Vehicles

   Other Accounts   Registered

Investment

Companies

   Other Pooled

Investment

Vehicles

   Other Accounts
    Number
of
Accounts		   Total

Assets

(M)

   Number
of
Accounts		   Total
Assets

(M)

   Number
of
Accounts		   Total

Assets

(M)

   Number
of
Accounts		   Total

Assets

   Number
of
Accounts		   Total
Assets		   Number
of
Accounts		   Total
Assets
 
EQ/Invesco Moderate Allocation Portfolio

Peter Hubbard

   213   $281,556.3   122   $89,093.5   42   $55,259.6   0   N/A   0   N/A   0   N/A
 
EQ/Invesco Moderate Growth Allocation Portfolio

Peter Hubbard

   213   $281,556.3   122   $89,093.5   42   $55,259.6   0   N/A   0   N/A   0   N/A

 

Ownership of Shares of the Portfolio as of July 31, 2024

 

Portfolio Manager

   None   $1 -

$10,000

   $10,001 -

$50,000

   $50,001 -

$100,000

   $100,001 -

$500,000

   $500,001 -

$1,000,000

   over

$1,000,000

 
EQ/Invesco Moderate Allocation Portfolio

Peter Hubbard

   X                        
 
EQ/Invesco Moderate Growth Allocation Portfolio

Peter Hubbard

   X