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Neuberger Berman US Multi Cap Opp USD 1 A Acc

Ranked 119 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Richard Nackenson

Objective

Achieve capital growth through the selection of investments using systematic, sequential research. The Portfolio will invest the majority of its assets in equity securities issued by US companies that are listed or traded on Recognized Markets, primarily located in the US.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.1% 2.6% 3.8%
2016 12.0% -0.3% 0.0% 5.7% 6.3%
2015 -2.4% 0.4% 0.4% -7.9% 5.1%
2014 5.1% 1.0% 2.5% -1.4% 3.0%
2013 42.1% 16.9% 0.7% 8.3% 11.5%
2012 5.3% 2.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
JPMorgan Chase & Co ORD 5.34
Goldman Sachs Group Inc ORD 4.78
Berkshire Hathaway Inc ORD 4.65
Motorola Solutions Inc ORD 4.38
Alphabet Inc ORD 4.23
Intercontinental Exchange Inc ORD 3.81
Stanley Black & Decker Inc ORD 3.78
Symantec Corp ORD 3.36
HCA Healthcare Inc ORD 3.24
Cisco Systems Inc ORD 3.07
30/06/2017

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. Portugal
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date29/06/2012
  • Share Class size161Mn
  • Base currencyUSD
  • ISIN IE00B775SV38

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 USD).