Neuberger Berman US Real Estate Securities Fund Class ZAR B (Monthly) Distributing - HedgedRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -12.3 | 33.9 | -23.6 | -3.0 | -5.6 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Property - Indirect Other | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 19/04/2024 | ZAR 69.52 | |
Day Change | 0.70% | |
Morningstar Category™ | Property - Indirect Other | |
ISIN | IE00BD89KB03 | |
Fund Size (Mil) 19/04/2024 | USD 430.54 | |
Share Class Size (Mil) 19/04/2024 | ZAR 66.72 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 3.06% |
Investment Objective: Neuberger Berman US Real Estate Securities Fund Class ZAR B (Monthly) Distributing - Hedged |
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 | ||
Click here to see others | ||
Inception Date 11/06/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE Nareit All Equity REITs TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Neuberger Berman US Real Estate Securities Fund Class ZAR B (Monthly) Distributing - Hedged | 31/03/2024 |
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Top 5 Holdings | Sector | % |
American Tower Corp | Real Estate | 8.41 |
Prologis Inc | Real Estate | 8.19 |
Equinix Inc | Real Estate | 7.37 |
Public Storage | Real Estate | 6.60 |
Simon Property Group Inc | Real Estate | 4.93 |
Increase Decrease New since last portfolio | ||
Neuberger Berman US Real Estate Securities Fund Class ZAR B (Monthly) Distributing - Hedged |