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Neuberger Berman Uncorrelated Strategies Fund Share class P GBP Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Neuberger Berman Europe Ltd
Fund Summary The Neuberger Berman Uncorrelated Strategies Fund (™Fund™) aims to increase the value of your shares through capital appreciation with an emphasis on positive returns from a diversified portfolio of uncorrelated investment strategies. Correlation is the relationship or connection between different investments. The Fund allocates assets to multiple investment advisors that employ a variety of investment strategies and invest globally without a focus on any particular industrial sector.
SEDOL code BFXBF43
ISIN IE00BFXBF434
Fund code NBUAU
Managers Fred Ingham, Jeffrey Majit, David Kupperman, Ian Haas
Manager Tenure 2 years
Morningstar Category Alt - Multistrategy
IMA Sector Flexible Investment
Fund Size £823 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 0.71%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £9.9300
Buy Price £9.9300
Price Change -0.1005%
Price Date 19th November 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 27th May 2019
Fund Status OPEN
Fred Ingham, ACA, CFA, Managing Director, is a member of the Investment Committee and also serves as the Head of International Hedge Fund Investments on the NB Alternative Investment Management team. Prior to joining the firm, Fred spent three and a half years at Coronation International Ltd, where he was a portfolio manager and senior sector analyst. Responsibilities covered portfolio construction, manager selection, due diligence and risk management. Prior to Coronation, he spent three and a half years at PricewaterhouseCoopers in the corporate tax division, advising global financial institutions on international structuring and M&A. Previously, Fred worked as a research intern with the COBA Group, a strategy consultancy based in London. He is a qualified Chartered Accountant in the United Kingdom (ACA) and holds an MA from Oxford University. Fred has been awarded the Chartered Financial Analyst designation.

3-year Mean Monthly Return: Currently unavailable

Annual Returns Currently Unavailable
Benchmark Performance
(Alt - Multistrategy)
Currently Unavailable
Time Period Cumulative Benchmark Performance
(Alt - Multistrategy)
Fund Compared to Benchmark
1 day 0.00% Currently unavailable Currently unavailable
1 week -0.20% Currently unavailable Currently unavailable
1 month -0.10% Currently unavailable Currently unavailable
3 months -2.74% Currently unavailable Currently unavailable
6 months 0.10% Currently unavailable Currently unavailable
1 year 1.53% Currently unavailable Currently unavailable
3 years Currently unavailable Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 1.12% Currently unavailable Currently unavailable
Since inception -0.62% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
F/C 90-Day Bank Bill Dec19 97.22%
F/C 3mo Euro Euribor Mar20 38.87%
F/C 90 Day Bank Bill Mar20 35.28%
F/C 90day Euro$ Futr Dec19 USA 22.55%
F/C 90-Day Bank Bill Sep20 17.09%
F/C 90-Day Bank Bill Jun20 14.96%
F/C Us 5yr Note (Cbt) Dec19 USA 11.07%
United States Treasury Bills USA 10.69%
F/C Us 2yr Note (Cbt) Dec19 USA 10.32%
Euro BUND Future Dec19 DEU 9.76%

Currently unavailable