Neuberger Berman Global Real Estate Securities Fund Class USD I Accumulating

ISIN: IE00BSPPW875

Categoria Morningstar: Property - Indirect Global

Società: Neuberger Berman

The Portfolio seeks total return through investment in securities of real estate companies located globally, emphasizing both capital appreciation and current income. The Portfolio seeks to achieve its investment objective by investing at least 80% of its net assets in US and non-US equity securities issued by real estate investment trusts ("REITs") and common stocks and other securities issued by other real estate companies. A REIT is a an entity dedicated to owning, and usually operating, income-producing real estate, or to financing real estate. The Portfolio defines a real estate entity as one that derives at least 50% of its revenue from, or has at least 50% of its assets in, real estate. It should be noted that the Portfolio will not acquire any real estate directly.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 13,13 3 anni: -1,99 5 anni: 1,66 Inizio: 4,89 2024: 8,03 2023: 4,00 2022: -20,68 2021: 37,32 2020: -11,73
Rendimento annuo: Categoria 1 anno: 14,17 3 anni: -1,63 5 anni: 1,08 Inizio: - 2024: 9,06 2023: 7,44 2022: -22,14 2021: 34,02 2020: -13,70
Rendimento annuo: Percentile 1 anno: 72,00 3 anni: 63,00 5 anni: 40,00 Inizio:- 2024: 70,00 2023: 90,00 2022: 33,00 2021: 30,00 2020: 34,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 17,01 3 Sharpe Ratio: -0,30 5 Correlazione: 98,85 Beta: 1,01 Alfa: -1,77 Tracking error: 3,07 Info Ratio: -0,61
Fonte: Morningstar. Dati in euros. Categoria: Property - Indirect Global. Data: 2024-12-06
Fonte: Morningstar. Dati in euros. Categoria: Property - Indirect Global. Data: 2024-12-06