Neuberger Berman Short Duration High Yield SDG Engagement Fund Class USD Z AccRegister to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 0.9 | 5.5 | 8.5 | 4.4 | 2.3 | |
+/-Cat | -0.9 | 0.5 | 8.3 | -0.7 | 0.8 | |
+/-B’mrk | -2.9 | -0.7 | 8.4 | -2.7 | 0.5 | |
Category: USD High Yield Bond | ||||||
Category Benchmark: Morningstar US HY Bd TR USD |
Key Stats | ||
NAV 07/06/2024 | USD 14.32 | |
Day Change | 0.26% | |
Morningstar Category™ | USD High Yield Bond | |
ISIN | IE00BKJ9TG65 | |
Fund Size (Mil) 07/06/2024 | USD 703.31 | |
Share Class Size (Mil) 07/06/2024 | USD 6.29 | |
Max Initial Charge | - | |
Ongoing Charge 14/02/2024 | 0.13% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
On June 30, 2022, Russ Covode and Dan Doyle, longtime portfolio managers on the non-investment-grade team, plan to retire. They comanage the Neuberger Berman High Income and Neuberger Berman Short Duration High Yield Bond strategies alongside... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 20 |
Parent | 24 |
Process | 20 |
Performance | |
Price |
Investment Objective: Neuberger Berman Short Duration High Yield SDG Engagement Fund Class USD Z Acc |
Generate high current income by investing in short-duration high yield fixed income securities that comply with the terms of the Sustainable Exclusion Policy and seek to produce investment returns, support better-functioning capital markets and have a positive social and environmental impact. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Christopher Kocinski 31/12/2019 | ||
Simon Matthews 30/09/2023 | ||
Click here to see others | ||
Inception Date 01/04/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar US HY Bd TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Neuberger Berman Short Duration High Yield SDG Engagement Fund Class USD Z Acc | 31/05/2024 |
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