Neuberger Berman US MltCp Opps £ I3 Inc |
Performance History | 29/02/2024 |
Growth of 1,000 (EUR) |
Fund | 4.7 | 35.1 | -11.3 | 14.4 | 8.2 | |
+/-Cat | -5.3 | 7.7 | 5.7 | -1.6 | 1.9 | |
+/-Idx | - | 0.5 | 3.3 | -6.9 | -0.6 | |
Category: US Flex-Cap Equity | ||||||
Benchmarks: Morningstar US Market Ext N... |
Key Stats | ||
NAV 27/03/2024 | GBP 20.18 | |
Day Change | 1.18% | |
Morningstar Category™ | US Flex-Cap Equity | |
ISIN | IE00B7WF5P11 | |
Fund Size (Mil) 27/03/2024 | USD 351.83 | |
Share Class Size (Mil) 27/03/2024 | GBP 0.02 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 0.63% |
Morningstar Research |
Analyst Report | 14/08/2023 David Kathman, Senior Analyst Morningstar, Inc |
Neuberger Berman US Multi-Cap Opportunities has come back after recent struggles, and we maintain our confidence in its manager and process. The fund's cheapest share classes retain a Morningstar Analyst Rating of Silver, while more expensive... | |
Click here to read this analyst report |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Neuberger Berman US MltCp Opps £ I3 Inc |
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 06/11/2017 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 TR USD | Morningstar US Market Ext NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Neuberger Berman US MltCp Opps £ I3 Inc | 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 £ I3 Inc |