Neuberger Berman Uncorrelated Strategies Fund

Investment Objective

The Portfolio seeks capital appreciation with an emphasis on absolute returns from a diversified portfolio of Uncorrelated investment strategies. The Portfolio will allocate its assets to fully discretionary investment advisers which employ a variety of investment strategies and will invest globally without a focus on any particular industrial sector.

Latest Meeting Note

Meeting Note 18 Sep 2017

A multi-strategy portfolio of managed accounts allocated to a diverse mix of active managers that have historically exhibited little to no sensitivity to major asset classes. The fund targets a return of cash + 5% with a volatility of 7-... Read more

A multi-strategy portfolio of managed accounts allocated to a diverse mix of active managers that have historically exhibited little to no sensitivity to major asset classes. The fund targets a return of cash + 5% with a volatility of 7-10% and a target correlation to equities and bonds of less than +/- 0.25. NB accesses these strategies through managed accounts and gives each manager a dedicated sleeve of capital to manage. The AMC (0.75%) is retained by NB while the underlying manager is paid an incentive fee of up to 20% on gains over their individual HWM making this a competitively priced offering.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 0.8 1.0 0.7 0.7 0.2 0.2 0.7 0.1 0.9 0.9 0.5 0.4 0.2
2021 0.3 0.6 0.9 0.5 0.8 1.0 0.1 0.5 0.8 0.0 0.1 0.6 0.8

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.