Neuberger Berman Next Generation Connectivity Fund Class CHF I2 Accumulating

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Performance History31/10/2024
Growth of 1,000 (GBP) Advanced Graph
Neuberger Berman Next Generation Connectivity Fund Class CHF I2 Accumulating
Fund----20.8
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
22/11/2024
 CHF 14.87
Day Change 0.15%
Morningstar Category™ Other Equity
ISIN IE0003BXK5E5
Fund Size (Mil)
22/11/2024
 USD 1080.34
Share Class Size (Mil)
22/11/2024
 CHF 0.04
Max Initial Charge -
Ongoing Charge
05/09/2023
  0.88%
Investment Objective: Neuberger Berman Next Generation Connectivity Fund Class CHF I2 Accumulating
The Portfolio aims to achieve a target average return of 3-5% over the Benchmark before fees over a market cycle (typically 3 years) from investing primarily in a portfolio of global equity holdings, focusing on companies that are involved or derive benefit from Next Generation Connectivity.
Returns
Trailing Returns (GBP)22/11/2024
YTD25.35
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Timothy Creedon
08/04/2020
Hariharan Ramanan
08/04/2020
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Inception Date
13/09/2023
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR USD-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Neuberger Berman Next Generation Connectivity Fund Class CHF I2 Accumulating31/10/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.770.0095.77
Bond0.000.000.00
Property0.000.000.00
Cash4.230.004.23
Other0.000.000.00
Top 5 Regions%
United States64.77
Asia - Developed12.24
Japan9.54
Eurozone7.50
United Kingdom3.26
Top 5 Sectors%
Technology74.87
Communication Services12.22
Consumer Cyclical5.70
Industrials4.12
Healthcare3.09
Top 5 HoldingsSector%
NVIDIA CorpTechnologyTechnology5.65
Amazon.com IncConsumer CyclicalConsumer Cyclical4.81
Taiwan Semiconductor Manufacturi... TechnologyTechnology4.43
Meta Platforms Inc Class ACommunication ServicesCommunication Services4.22
SK Hynix IncTechnologyTechnology3.41
Neuberger Berman Next Generation Connectivity Fund Class CHF I2 Accumulating

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