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

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Performance History31/03/2024
Growth of 1,000 (GBP) Advanced Graph
Neuberger Berman US Real Estate Securities Fund Class ZAR B Accumulating - Hedged
Fund-12.333.9-23.6-2.9-5.6
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
15/04/2024
 ZAR 162.00
Day Change -2.18%
Morningstar Category™ Property - Indirect Other
ISIN IE00BCDYZB81
Fund Size (Mil)
15/04/2024
 USD 438.96
Share Class Size (Mil)
15/04/2024
 ZAR 17.45
Max Initial Charge -
Ongoing Charge
17/02/2023
  3.05%
Investment Objective: Neuberger Berman US Real Estate Securities Fund Class ZAR B Accumulating - 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
Trailing Returns (GBP)15/04/2024
YTD-11.27
3 Years Annualised-9.02
5 Years Annualised-2.94
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Steve Shigekawa
01/02/2006
Brian Jones
01/02/2006
Click here to see others
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 Class ZAR B Accumulating - Hedged31/03/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.940.0097.94
Bond0.000.000.00
Property0.000.000.00
Cash2.060.002.06
Other0.000.000.00
Top 5 Regions%
United States98.85
Canada1.15
Latin America0.00
United Kingdom0.00
Eurozone0.00
Top 5 Sectors%
Real Estate98.85
Financial Services1.15
Top 5 HoldingsSector%
American Tower CorpReal EstateReal Estate8.41
Prologis IncReal EstateReal Estate8.19
Equinix IncReal EstateReal Estate7.37
Public StorageReal EstateReal Estate6.60
Simon Property Group IncReal EstateReal Estate4.93
Neuberger Berman US Real Estate Securities Fund Class ZAR B Accumulating - Hedged

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