Neuberger Berman Diversified Currency

Investment 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

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.1 0.6 0.9 1.0 0.3 0.6 0.4 0.4 0.3 0.6 0.2 0.5 0.6
2018 0.5 0.5 1.0 0.5 0.5 0.9 0.6 0.8 1.0 1.0 0.9 0.0 0.8

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