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Neuberger Berman Uncorrelated Strategies HGBP I5Ac

Ranked 12 out of 43 in - Multi Strategy over 3 months
All calculations are in GBP unless stated

Managed by

Fred Ingham

Objective

The Portfolio will allocate its assets to multiple discretionary investment advisers that employ a variety of investment strategies and invest globally without a focus on any particular industrial sector. The Investment Manager and/or Sub-Investment Manager are responsible for selecting each adviser to which assets will be allocated and for determining the amount of the Portfolios assets to allocate to each adviser. The Investment Manager and/or Sub-Investment Manager will allocate the Portfolios assets to advisers whose strategies the Investment Manager and/or Sub-Investment Manager believe, when combined to form a single portfolio, can provide attractive risk-adjusted returns consistent with the Portfolios Investment Objective.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/01/2018 - 30/04/2018
  • Rank 12/43 Total Return
  • Rank 9/43 Standard Deviation
  • Rank 8/43 Max Drawdown
Fund Name Currency Return
10 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.4%

11 Sanlam FOUR Multi-Strategy Founder GBP GBP

-0.4%

12 Neuberger Berman Uncorrelated Strategies HGBP I5Ac

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

13 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

-1.0%

14 NN (L) Alternative Beta I Cap GBP Hdgi

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

Fund Name Currency Risk
7 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

2.0

8 JPMorgan Fds Diversified Risk Fund X GBP Hgd Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

2.0

9 Neuberger Berman Uncorrelated Strategies HGBP I5Ac

Currency exposure is hedged

Currency exposure is hedged

GBP

2.1

10 JPM Systematic Alpha A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

2.3

10 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

2.3

Fund Name Currency Loss
6 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.4%

7 Uni-Global Alternative Risk Premia RAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

8 Neuberger Berman Uncorrelated Strategies HGBP I5Ac

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

9 Invesco Perpetual Global Targeted Returns Acc GBP

-1.3%

10 Invesco Global Targeted Returns A Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.1%
2017 1.8% 1.4%

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 date31/05/2017
  • Share Class size112Mn
  • Base currencyGBP
  • ISIN IE00BF076186
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • 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).