Neuberger Global Equity Megatrends Fund GBP I2 Accumulating Class- Unhedged

Morningstar Medalist Rating
  • NAV / 1-Day Return £11.85  /  −0.08 %
  • Fund Size £939.0M
  • Adjusted Expense Ratio —
  • Net Expense Ratio 0.780%
  • Fee Level: Distribution —
  • Share Class Type —
  • Morningstar Category Global Small/Mid-Cap Equity
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment £150M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio —

Morningstar’s Analysis

Will Neuberger Global Equity Megatrends Fund GBP I2 Accumulating Class- Unhedged outperform in the future?

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

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.

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Portfolio Holdings

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Perrigo Co PLC

5.05 61M
Healthcare

WuXi Biologics (Cayman) Inc

5.03 60M
Healthcare

Zeta Global Holdings Corp Class A

4.86 58M
Technology

NICE Ltd ADR

4.81 58M
Technology

ON Semiconductor Corp

4.71 56M
Technology

Alibaba Group Holding Ltd ADR

4.54 54M
Consumer Cyclical

Expedia Group Inc

4.51 54M
Consumer Cyclical

Tetra Tech Inc

4.51 54M
Industrials

Pets at Home Group PLC

4.50 54M
Consumer Cyclical

Chewy Inc

4.38 53M
Consumer Cyclical

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