Morningstar

Neuberger Global Equity Megatrends Fund USD C1 Accumulating Class

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Morningstar’s Analysis

Will Neuberger Global Equity Megatrends Fund USD C1 Accumulating Class outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable Neuberger Global Equity Megatrends Fund USD C1 Accumulating Class’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the Neuberger Global Equity Megatrends Fund USD C1 Accumulating Class management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of Neuberger Global Equity Megatrends Fund USD C1 Accumulating Class’s parent organization’s priorities and whether they’re in line with investors’ interests.

Patient stock selection anchored by a stable and experienced team.

Senior Analyst Kongkon Gogoi

Kongkon Gogoi

Senior Analyst

Summary

Neuberger Berman Global Equity Megatrends is the best-in-class choice for investors seeking conviction-led, concentrated global equity exposure. This long-standing global equity strategy is supported by a stable and highly experienced investment team and a disciplined, repeatable investment process. Together, these attributes underpin our confidence in the strategy’s ability to deliver attractive through-cycle outcomes, earning them People and Process Pillar ratings of “High” and “Above Average,” respectively.

by Kongkon Gogoi
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