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Neuberger Berman US MltCp Opps ZAR C2Acc

Performance History31/01/2020
Growth of 1,000 (EUR)
Neuberger Berman US MltCp Opps ZAR C2Acc
Fund36.825.1-12.935.9-5.2
+/-Cat-----
+/-Idx-----
 
Key Stats
NAV
21/02/2020
 ZAR 223.76
Day Change -0.28%
Morningstar Category™ Other Equity
ISIN IE00BH2RDX15
Fund Size (Mil)
21/02/2020
 USD 768.39
Share Class Size (Mil)
21/02/2020
 ZAR 2.17
Max Initial Charge -
Ongoing Charge
06/02/2020
  3.00%
Investment Objective: Neuberger Berman US MltCp Opps ZAR C2Acc
Achieve capital growth through the selection of investments using systematic, sequential research.
Returns
Trailing Returns (EUR)21/02/2020
YTD0.11
3 Years Annualised9.34
5 Years Annualised9.68
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Richard Nackenson
28/06/2012
Inception Date
13/01/2014
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Benchmarks
Fund BenchmarkMorningstar Benchmark
S&P 500 TR USD-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Neuberger Berman US MltCp Opps ZAR C2Acc31/01/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stocks99.240.0099.24
Bonds0.000.000.00
Cash0.760.000.76
Other0.000.000.00
Top 5 Regions%
United States92.20
Canada5.26
Europe - ex Euro2.55
Latin America0.00
United Kingdom0.00
Top 5 Sectors%
Financial Services22.19
Technology19.34
Consumer Cyclical16.23
Industrials11.87
Communication Services11.53
Top 5 HoldingsSector%
Brookfield Asset Management Inc ... Financial ServicesFinancial Services5.22
Alphabet Inc Class CCommunication ServicesCommunication Services4.96
Microsoft CorpTechnologyTechnology4.76
Berkshire Hathaway Inc BFinancial ServicesFinancial Services4.69
US Foods Holding CorpConsumer DefensiveConsumer Defensive4.52
Neuberger Berman US MltCp Opps ZAR C2Acc

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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