Neuberger Berman Uncorrelated Strategies HGBP I5Ac

Ranked 21 out of 42 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Objective

The Neuberger Berman Uncorrelated Strategies Fund (Fund) aims to increase the value of your shares through capital appreciation with an emphasis on absolute returns from a diversified portfolio of uncorrelated investment strategies. The Fund allocates assets to multiple investment advisors that employ a variety of investmnet strategies and invest globally without a focus on any particular industrial sector. The Fund may employ strategies that use a large number of financial derivative instruments that exaggerate potential returns or potential losses.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/04/2018 - 30/04/2019
  • Rank 21/42 Total Return
  • Rank 16/42 Standard Deviation
  • Rank 7/42 Max Drawdown
Fund Name Currency Return
19 CS (Lux) Liquid Alternative Beta UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

19 Aviva Investors Multi-Strategy Target Income 1 GBP

-0.7%

21 Neuberger Berman Uncorrelated Strategies HGBP I5Ac

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

22 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

23 Memnon ARP R GBP GBP

-1.4%

Fund Name Currency Risk
14 JPM Global Macro Opportunities A Net Acc GBP

4.8

15 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

4.8

16 Neuberger Berman Uncorrelated Strategies HGBP I5Ac

Currency exposure is hedged

Currency exposure is hedged

GBP

4.8

17 Merian Style Premia Absolute Return F GBP H GBP

4.8

18 CS (Lux) Liquid Alternative Beta UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.9

Fund Name Currency Loss
5 DWS Concept Kaldemorgen GBP CH RD

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.7%

5 Nordea 1 - Alpha 10 MA HAC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.7%

7 Neuberger Berman Uncorrelated Strategies HGBP I5Ac

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.0%

8 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

-4.0%

9 Winton Diversified UCITS I2 GBP GBP

-4.4%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.7%
2018 -1.2% 1.1% -0.4% -0.1% -1.7%
2017 1.8% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date31/05/2017
  • Share Class size109Mn
  • Base currencyGBP
  • ISIN IE00BF076186
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).