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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 3 years
Morningstar Category Alt - Multistrategy
IMA Sector Flexible Investment
Fund Size £938 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 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 £10.4400
Buy Price £10.4400
Price Change 0%
Price Date 3rd April 2020
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 2019
Fund Performance +4.61%
Benchmark Performance
(Alt - Multistrategy)
Time Period Cumulative Benchmark Performance
(Alt - Multistrategy)
Fund Compared to Benchmark
1 day -0.29% Currently unavailable Currently unavailable
1 week -0.29% Currently unavailable Currently unavailable
1 month 1.56% Currently unavailable Currently unavailable
3 months 5.47% Currently unavailable Currently unavailable
6 months 1.86% Currently unavailable Currently unavailable
1 year 4.62% 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 5.15% Currently unavailable Currently unavailable
Since inception 2.69% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
F/C 90 Day Bank Bill Mar20 118.38%
F/C 3mo Euro Euribor Mar20 35.52%
5 Year Treasury Note Future Mar20 USA 14.69%
Future on Euro Schatz DEU 10.38%
Future on BANK Index 10.03%
BANK Index Future Mar20 9.84%
United States Treasury Bills USA 9.62%
F/C 90day Euro$ Futr Dec20 USA 9.37%
United States Treasury Bills USA 8.37%
United States Treasury Bills USA 8.36%

Currently unavailable