Neuberger Berman Next Generation Mobility Fund USD I Accumulating Class

ISIN: IE00BFY81J05

Categoria Morningstar: Sector Equity Technology

Empresa: Neuberger Berman

The Portfolio seeks to achieve long-term capital appreciation through investing primarily in a portfolio of global equity holdings, focusing on companies that are involved or derive benefit from Next Generation Mobility. The Portfolio will seek to achieve its objective by primarily investing in equity securities that are listed or traded on Recognised Markets globally (which may include Emerging Market Countries) and issued by companies across all market capitalisations and economic sectors. The Portfolio may invest in companies of any market capitalisation but shall typically invest in companies that have market capitalisation greater than USD 500 million at time of purchase.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2025 2024 2023 2022 2021
Rentabilidade anual: Fundo 1 ano: 1,83 3 anos: 6,27 5 anos: 11,24 Início: 10,61 2025: 2,39 2024: 4,94 2023: 25,05 2022: -21,39 2021: 33,45
Rentabilidade anual: Categoria 1 ano: 26,96 3 anos: 9,42 5 anos: 15,33 Início: - 2025: 4,31 2024: 27,11 2023: 34,58 2022: -32,03 2021: 22,57
Rentabilidade anual: Percentil 1 ano: 94,00 3 anos: 75,00 5 anos: 65,00 Início:- 2025: 74,00 2024: 94,00 2023: 69,00 2022: 9,00 2021: 24,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 21,53 3 Rácio de Sharpe: -0,02 5 Correlação: 89,46 Beta: 0,92 Alfa: -10,06 Tracking error: 10,78 Rácio de informação: -1,10
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Technology. Data: 2025-02-11
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Technology. Data: 2025-02-11