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Neuberger Berman US Sm Cap Intrinsic Val USD I Acc

Ranked 37 out of 73 in - US Small & Medium Companies over 3 months
All calculations are in GBP unless stated

Objective

The Fund seek to achieve long term capital growth. The Portfolio will primarily invest in equity securities issued by small-capitalisation companies which have their head office or exercise an overriding part of their economic activity in the US and that are listed or traded on Recognised Markets in the US. The Portfolios investment in small capitalisation companies will not be restricted by sector or industry.

Showing fund performance in United Kingdom View performance globally

Performance

US Small & Medium Companies over : 30/01/2019 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 17.2%
2018 -3.7% -3.1% 11.8% 7.7% -17.4%
2017 7.1% 3.7% -0.9% 3.4% 0.8%
2016 35.7% 2.6% 9.5% 8.2% 11.6%
2015 -10.1% 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Ireland
  4. United Kingdom

Fund Info

  • Launch date30/04/2015
  • Share Class size71Mn
  • Base currencyUSD
  • ISIN IE00BX1D4S49

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

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