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Neuberger Berman Emerging Market Debt - Hard Currency Fund

EM G5 currencies broad government bonds. Active strategy with concentrated portfolio.

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Über den Fonds

Daten zum

Neuberger Berman is an independent and employee-owned US-based investment management firm founded in 1939. The firm manages over US$550bn of AUM primarily in actively managed funds diversified across equity, fixed income and alternative offerings.

The Neuberger Berman Emerging Market Debt - Hard Currency Fund is an actively managed bond strategy that aims to outperform its benchmark (JPM EMBI Global Diversified Index) by average 1-2% before fees over a market cycle. The fund invests primarily in emerging market sovereign and quasi-sovereign bonds denominated in G5 currencies with no credit rating and maturity constraints. Portfolio construction is done by combining a top-down asset allocation framework resulting from macroeconomic assessment, with bottom-up fundamental analysis on issuers covering both quantitative financial factors and qualitative credit worthiness. The fund has a concentrated portfolio of >300 holdings vs index of >1000 holdings.

Wertentwicklung

Preisentwicklung – Maximaler Zeitraum

Das FairHorizont-Konzept

Anlagezeithorizont in Jahren

0 - 22 - 44 - 7 7 - 1010 - 1515+
Erwartete Langfristrendite
2 - 4% p.a.
Erwartete Volatilität
3 - 5% p.a.

Bausteinrenditen

Neuberger Berman Emerging Market Debt - Hard Currency Fund

Ann. Rendite (3 J.):
15.09%
Ann. Rendite (5 J.):
4.02%
Ann. Rendite (10 J.):
5.16%
Ann. Standardabweichung (5 J.):
10.91%

This fund provides an active approach to invest in the broad emerging market sovereign bonds.

Benchmark-Renditen

iShares J.P. Morgan USD EM Bond UCITS ETF

Ann. Rendite (3 J.):
9.99%
Ann. Rendite (5 J.):
1.94%
Ann. Rendite (10 J.):
3.46%
Ann. Standardabweichung (5 J.):
10.05%
Link zum Fonds-FairSheet

FairHorizont-Benchmark-Renditen

Dimensional Funds PLC - World Allocation 40/60 Fund

Ann. Rendite (3 J.):
10.95%
Ann. Rendite (5 J.):
5.20%
Ann. Rendite (10 J.):
—
Ann. Standardabweichung (5 J.):
6.87%
Link zum Fonds-FairSheet

The Dimensional World Allocation 40/60 Fund is our FAIRHORIZON Green reference benchmark solution that has 40% global developed equities and 60% global investment grade short-to-medium maturity bonds for global moderate risk bonds-like returns and volatility.

MIT LEIDENSCHAFT FÜR INVESTMENTS FAIRSHEET™  Neuberger Berman Emerging Market Debt - Hard Currency Fund  Seite 1/2

Warum wir diesen Fonds bevorzugen

Relevance of strategy

This fund provides an active approach to invest in the broad emerging market sovereign bonds.

Manager expertise

The 3 co-managers (Rob Drijkoningen, Gorky Urquieta, Bart van der Made) have been working together on emerging market debt solutions since 1997, and moved together to Neuberger Berman in 2013 to launch this fund.

Performance

The fund has a proven track record to outperform the benchmark (JPM EMBI Global Diversified Index) on long term basis.

Historischer maximaler Drawdown & Erholungszeit

Max. Drawdown (seit Auflage)
-32.54%
Erholungsperiode
775 Tage

Diversifizierung

Bonitätsrating

  • Aa3.49%
  • A2.92%
  • Baa23.70%
  • Ba18.62%
  • B11.22%
  • Caa10.25%
  • Others29.80%

Sektoren

  • Government-Related81.85%
  • Corporate5.82%
  • Cash1.61%
  • Others10.72%

Geographie

  • U.S.A.15.56%
  • Mexico5.18%
  • Colombia3.97%
  • Argentina3.57%
  • Egypt3.43%
  • Ivory Coast3.26%
  • Turkey3.25%
  • Sri Lanka2.92%
  • Chile2.64%
  • Azerbaijan2.64%
  • Romania2.56%
  • Others51.03%