Neuberger Berman US Real Estate Securities Fund USD I Accumulating ClassRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -0.4 | 25.8 | -6.2 | 42.6 | -2.7 |
![]() | +/-Cat | 1.1 | 7.2 | 4.0 | 4.4 | -1.1 |
![]() | +/-B’mrk | -2.5 | 6.3 | 6.2 | -1.5 | -1.5 |
Category: Property - Indirect North America | ||||||
Category Benchmark: FTSE EPRA Nareit United Sta... |
Key Stats | ||
NAV 20/05/2022 | USD 28.15 | |
Day Change | 1.24% | |
Morningstar Category™ | Property - Indirect North America | |
ISIN | IE00B0T0GP78 | |
Fund Size (Mil) 20/05/2022 | USD 850.39 | |
Share Class Size (Mil) 20/05/2022 | USD 170.36 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2022 | 1.02% |
Investment Objective: Neuberger Berman US Real Estate Securities Fund USD I Accumulating 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 01/02/2006 |
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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 I Accumulating 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 I Accumulating Class |