Neuberger Berman US Real Estate Securities Fund USD T Monthly Distributing ClassRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -1.5 | 24.5 | -7.2 | 41.1 | -3.0 |
![]() | +/-Cat | 0.0 | 5.8 | 3.0 | 2.9 | -1.4 |
![]() | +/-B’mrk | -3.6 | 4.9 | 5.2 | -3.1 | -1.8 |
Category: Property - Indirect North America | ||||||
Category Benchmark: FTSE EPRA Nareit United Sta... |
Key Stats | ||
NAV 20/05/2022 | USD 11.40 | |
Day Change | 1.35% | |
Morningstar Category™ | Property - Indirect North America | |
ISIN | IE00BDD1NC38 | |
Fund Size (Mil) 20/05/2022 | USD 850.39 | |
Share Class Size (Mil) 20/05/2022 | USD 16.96 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2022 | 2.06% |
Investment Objective: Neuberger Berman US Real Estate Securities Fund USD T Monthly Distributing Class |
Seek total return through investment in real estate securities, emphasising both capital appreciation and current income. The Portfolio seeks to achieve its investment objective by investing in a concentrated portfolio principally in securities (including convertible bonds) issued by real estate investment trusts ("REITs"). It should be noted that the Portfolio will not acquire any real estate directly. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Steve Shigekawa 01/02/2006 | ||
Brian Jones 01/02/2006 | ||
Inception Date 31/12/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE Nareit All Equity REITs TR USD | FTSE EPRA Nareit United States TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Neuberger Berman US Real Estate Securities Fund USD T Monthly Distributing Class | 30/04/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.87 |
![]() | ![]() | 8.86 |
![]() | ![]() | 6.20 |
![]() | ![]() | 6.01 |
![]() | ![]() | 4.56 |
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Neuberger Berman US Real Estate Securities Fund USD T Monthly Distributing Class |