Neuberger Berman Diversified Currency

Overview

Fund Strategy FX
Fund Geography Global
Investment Advisor Neuberger Berman
Portfolio Manager Ugo Lancioni
Fund Currency USD
Fund AUM $80.7m
Fund AUM (GBP) £61m
Fund AUM as of 30 September 2019
Fund Inception 25 February 2009
Fund Indices AH FX UCITS Index

Fund Objective

The fund aims to benefit from both upward and downward movements in the value of currencies. The investment objective of the fund is to achieve positive returns in all market conditions over a medium to long-term investment horizon. In deciding which currencies to hold, the fund considers a number of factors, such as relative economic growth expectations, the stability of the countries, expected monetary policy, capital flows and the risk appetite of investors. Investment opportunities are evaluated over the short, medium and long term.

Reference Index

3M T-Bill

Teaser@2x

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