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Neuberger Berman Global Real Estate Sec USD I Acc

Ranked 21 out of 55 in - Global Equity over 12 months
All calculations are in GBP unless stated


The fund 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 U.S. and non-U.S. 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 company dedicated to owning, and usually operating, income-producing real estate, or to financing real estate. The Portfolio defines a real estate company as one that derives at least 50% of its revenue from, or has at least 50% of its assets in, real estate

Showing fund performance in United Kingdom View performance globally


Global Equity over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.7%
2017 3.5% 2.2% -0.5% -1.0% 2.9%
2016 21.8% 7.3% 10.7% 3.8% -1.2%
2015 6.7% 10.1% -11.8% 2.6% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Ireland
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date30/12/2014
  • Share Class size03Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0


  • Annual management0.75%
  • Initial investment0.75

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).