Neuberger Berman US SCp IntrsValGBPI2Acc |
Como se comportou este fundo | 30/04/2024 |
Evolução de €1.000 (EUR) |
Fundo | - | - | -15.3 | 10.5 | 2.2 | |
+/-Cat | - | - | 2.2 | -2.6 | -1.0 | |
+/-Ind | - | - | -0.9 | -4.3 | 1.0 | |
Categoría: Ações EUA Cap. Pequena | ||||||
Benchmark: Morningstar US Small Extend... |
Estatística Rápida | ||
Valor 16/05/2024 | GBP 10.61 | |
Valorização do dia | -0.90% | |
Categoria Morningstar™ | Ações EUA Cap. Pequena | |
ISIN | IE000HFERTZ5 | |
Fund Size (Mil) 16/05/2024 | USD 338.51 | |
Share Class Size (Mil) 16/05/2024 | GBP 19.93 | |
Comissão Subscrição | - | |
Ongoing Charge 14/02/2024 | 0.83% |
Morningstar Research |
Analyst Report | 09/08/2023 Chris Tate, Senior Analyst Morningstar, Inc |
The Neuberger Berman Small Cap Intrinsic Value strategy, including the Neuberger Berman US Small Cap Intrinsic Value fund and offshore vehicles, has an experienced team of independently minded investors that employ a unique approach. It earns... | |
Click here to read this analyst report |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Política de Investimento: Neuberger Berman US SCp IntrsValGBPI2Acc |
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 Portfolio’s investment in small capitalisation companies will not be restricted by sector or industry. |
Returns | |||||||||||||
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Gestão | ||
Nome do gestor Data de início | ||
Amit Solomon 30/04/2015 | ||
James McAree 30/04/2015 | ||
Click here to see others | ||
Criação do fundo 22/10/2021 |
Publicidade |
Benchmark | |
Benchmark do fundo | Benchmark Morningstar |
Russell 2000 Value TR USD | Morningstar US Small Extended NR USD |
Target Market | ||||||||||||||||||||
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O que o fundo tem Neuberger Berman US SCp IntrsValGBPI2Acc | 31/03/2024 |
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5 maiores posições | Sector | % |
Vistra Corp | Utilities | 3.40 |
Criteo SA ADR | Communication Services | 2.99 |
KBR Inc | Industrials | 2.98 |
Veeco Instruments Inc | Technology | 2.85 |
International Game Technology PLC | Consumer Cyclical | 2.65 |
Incremento Reducción Nuevo desde la anterior cartera | ||
Neuberger Berman US SCp IntrsValGBPI2Acc |