Neuberger Berman US MltCp Opps ZAR TAccH |
Performance History | 29/02/2024 |
Growth of 1,000 (EUR) |
Fund | -1.5 | 28.1 | -15.8 | 7.7 | 3.4 | |
+/-Cat | - | - | - | - | - | |
+/-Idx | - | - | - | - | - | |
Category: Other Equity | ||||||
Benchmarks: - |
Key Stats | ||
NAV 27/03/2024 | ZAR 373.84 | |
Day Change | 1.80% | |
Morningstar Category™ | Other Equity | |
ISIN | IE00BH2RDY22 | |
Fund Size (Mil) 27/03/2024 | USD 351.83 | |
Share Class Size (Mil) 27/03/2024 | ZAR 55.26 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 1.96% |
Investment Objective: Neuberger Berman US MltCp Opps ZAR TAccH |
Achieve capital growth through the selection of investments using systematic, sequential research. The Portfolio will seek to achieve its objective primarily by investing in a portfolio, consisting mainly of equity and equity-linked securities, listed or traded on Recognised Markets in the US and related securities and American Depositary Receipts (ADRs) that are selected using a fundamental, bottom-up research approach. The Portfolio may hold stocks of companies of any market capitalisation and in any economic sector. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Richard Nackenson 28/06/2012 | ||
Inception Date 13/01/2014 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Neuberger Berman US MltCp Opps ZAR TAccH | 30/11/2023 |
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Top 5 Holdings | Sector | % |
Berkshire Hathaway Inc Class B | Financial Services | 5.35 |
Alphabet Inc Class C | Communication Services | 5.06 |
Microsoft Corp | Technology | 4.97 |
Apple Inc | Technology | 4.31 |
Graphic Packaging Holding Co | Consumer Cyclical | 3.94 |
Increase Decrease New since last portfolio | ||
Neuberger Berman US MltCp Opps ZAR TAccH |