Neuberger Berman US Real Estate Securities Fund ZAR B Accumulating Class Hedged

Performance History31/12/2019
Growth of 1,000 (GBP) Advanced Graph
Neuberger Berman US Real Estate Securities Fund ZAR B Accumulating Class Hedged
Fund----32.3
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
16/01/2020
 ZAR 167.68
Day Change 0.49%
Morningstar Category™ Property - Indirect Other
ISIN IE00BCDYZB81
Fund Size (Mil)
16/01/2020
 USD 275.34
Share Class Size (Mil)
16/01/2020
 ZAR 11.92
Max Initial Charge -
Ongoing Charge
05/02/2019
  3.10%
Investment Objective: Neuberger Berman US Real Estate Securities Fund ZAR B Accumulating Class Hedged
The Fund seeks 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 on a diversified basis mainly in securities (including convertible bonds) issued by US real estate investment trusts ("REITs"). It should be noted that the Portfolio will not acquire any real estate directly.
Returns
Trailing Returns (GBP)16/01/2020
YTD0.68
3 Years Annualised9.60
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Steve Shigekawa
01/02/2006
Brian Jones
01/02/2006
Inception Date
13/03/2015
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE Nareit All Equity REITs TR USD-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Neuberger Berman US Real Estate Securities Fund ZAR B Accumulating Class Hedged31/12/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.620.0098.62
Bond0.000.000.00
Property0.000.000.00
Cash1.380.001.38
Other0.000.000.00
Top 5 Regions%
United States98.33
Canada1.67
Latin America0.00
United Kingdom0.00
Eurozone0.00
Top 5 Sectors%
Real Estate95.52
Consumer Cyclical1.67
Financial Services1.67
Technology1.14
Top 5 HoldingsSector%
American Tower CorpReal EstateReal Estate8.90
Equinix IncReal EstateReal Estate5.46
Crown Castle International CorpReal EstateReal Estate5.02
Equity ResidentialReal EstateReal Estate4.64
Prologis IncReal EstateReal Estate3.89
Neuberger Berman US Real Estate Securities Fund ZAR B Accumulating Class Hedged

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