Neuberger Berman US Small Cap USD A Acc

Ranked 17 out of 73 in - US Small & Medium Companies over 3 months
All calculations are in GBP unless stated

Managed by

Judith Vale

Judith Vale is a graduate of Yale University. She started out in the fund management world over a quarter of a century ago, working as an analyst at Ingalls & Snyder in 1980. After a seven year stint there she moved on to Merrill Lynch Asset Management in 1987, and then to Quest Advisory in 1990. She later moved to Neuberger Berman and is currently running the US Small Cap fund.

Objective

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

Showing fund performance in United Kingdom View performance globally

Performance

US Small & Medium Companies over : 28/02/2019 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.1%
2018 -2.5% -3.4% 9.7% 7.8% -14.7%
2017 4.4% 1.3% -2.2% 0.4% 4.9%
2016 39.4% 3.9% 11.3% 7.1% 12.6%
2015 4.6% 9.4% -5.7% -3.6% 5.1%
2014 4.5% -2.2% -1.1% -1.5% 9.6%
2013 33.4% 19.2% 1.3% 4.2% 6.0%
2012 4.1% 3.6% -1.7% 1.0% 1.2%
2011 14.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Pool Corp ORD 2.52%
Aspen Technology Inc ORD 2.22%
West Pharmaceutical Services Inc ORD 2.05%
Nexstar Media Group Inc ORD 1.82%
Fair Isaac Corp ORD 1.80%
Bio-Techne Corp ORD 1.77%
Manhattan Associates Inc ORD 1.60%
Bank of Hawaii Corp ORD 1.57%
Qualys Inc ORD 1.54%
Power Integrations Inc ORD 1.54%
31/01/2019

Registered For Sale In

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

Fund Info

  • Launch date05/07/2011
  • Share Class size35Mn
  • Base currencyUSD
  • ISIN IE00B64QTZ34

Purchase Info

  • Min. initial investment1,000
  • 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).