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5G Connectivity Fund

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Important Notes

  • The Fund invests primarily in companies that are involved or derive benefit from Next Generation Connectivity, and therefore is subject to concentration risk in industries that offer exposure to the development and enhancement of mobile internet and 5G connectivity. The fund is also subject to risks relevant to such industry, which could be driven by factors such as growth volatility, rapidly changing market conditions and competitions, regulation, intellectual properties, cyber security, government intervention and political risks.
  • Investment in small or medium-sized companies is subject to higher liquidity risk and higher volatility.
  • The Fund invests in emerging markets and therefore is subject to emerging market and concentration risks. Emerging markets may be subject to additional risks due to more uncertainties relating to their social, economic and political factors. These factors may affect the value of the underlying securities. The Fund is also subject to currency, currency hedging and equity risks. Investment may be subject to risks relevant to their respective regions or markets such as Eurozone stability and Stock Connects.
  • The Fund may use financial derivative instruments (“FDI”) for hedging, efficient portfolio management and/or investment purposes, and therefore may be subject to higher counterparty, liquidity, valuation, volatility and over-the-counter transaction risks, which may result in a significant loss of the Fund.
  • In respect of the distributing shares, the distribution rate is not guaranteed. The Fund may at its discretion pay dividends out of the capital of the Fund. Dividends paid out of capital amount to a return or withdrawal of part of an investor”s original investment or from any capital gains attributable to that original investment. Such dividends may result in an immediate decrease in the net asset value of the relevant shares.
  • The Fund may utilize securities lending agreements, repurchase agreements and reverse repurchase agreements, and is therefore subject to the risk that the collateral value may fall below that of securities lent out.
  • Investors should not solely rely on this document to make any investment decision. Please refer to the Prospectus and Key Fact Statement for details including the risk factors before making any investment decision.
Funds > Equity > 5G Connectivity Fund

5G Connectivity Fund

A thematic, forward-looking, global equity portfolio investing in key enablers and beneficiaries of 5G and future connectivity.

  • A portfolio focused on the key enablers and beneficiaries in 5G Network Infrastructure, Internet of Things (IoT) Devices and Applications & Services
  • Research-intensive, bottom-up approach that leverages Neuberger Berman’s research team sector experts in identifying market leaders with sustainable competitive advantages and attractive financial metrics
  • Typically owns 40-60 stocks across all market capitalization with differentiated holdings in small and mid-cap
  • Experienced investment team with more than two years of track record in the strategy

For more information on the ‘Towards Sustainability’ initiative, please go to: www.towardssustainability.be

    For more information on the ‘Towards Sustainability’ initiative, please go to: www.towardssustainability.be.

The fund fully complies with the Sustainable Finance Disclosure Regulation (the “SFDR”) and is classified as an Article 8 SFDR fund. Neuberger Berman take sustainability and the promotion of Environmental, Social, Governance (“ESG”) very seriously and incorporates them into our investment process.

Key Risks

Market Risk: The risk of a change in the value of a position as a result of underlying market factors, including among other things, the overall performance of companies and the market perception of the global economy.
Liquidity Risk: The risk that the portfolio may be unable to sell an investment readily at its fair market value. In extreme market conditions this can affect the portfolio’s ability to meet redemption requests upon demand.
Emerging Markets Risk: Emerging markets are likely to bear higher risk due to a possible lack of adequate financial, legal, social, political and economic structures, protection and stability as well as uncertain tax positions which may lead to lower liquidity. The NAV of the portfolio may experience medium to high volatility due to lower liquidity and the availability of reliable information, as well as due to the portfolio's investment policies or portfolio management techniques.
Stock Connect Risk: The Shanghai/Shengzen-Hong Kong Stock Connect are relatively new trading programmes, where many of the relevant regulations are untested and subject to change at any moment as well as not as active as exchanges in more developed markets which may affect the ability to sell your shares. Additional risks need to be considered and you should refer to the 'investment risk' section of the prospectus for details.
Smaller Companies Risk: In respect of Portfolios which may invest in small capitalisation companies, such investments involve greater risk than is customarily associated with larger, more established companies due to the greater business risks of small size, limited markets and financial resources, narrow product lines and a frequent lack of depth of management.
Counterparty Risk: The risk that a counterparty will not fulfill its payment obligation for a trade, contract or other transaction, on the due date.
Operational Risk: The risk of direct or indirect loss resulting from inadequate or failed processes, people and systems including those relating to the safekeeping of assets or from external events.
Currency Risk: Investors who subscribe in a currency other than the base currency of the portfolio are exposed to currency risk. Fluctuations in exchange rates may affect the return on investment. If the currency of investment is different from your local currency, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency.

Pricing/Performance

Daily Pricing as of --
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Source: Neuberger Berman. Performance returns are calculated in USD on a NAV to NAV price basis with income reinvested, but do not reflect sales charges.

Product Characteristics

As of

Management Team

Yan Taw (YT) Boon
Director of Research, Asia
10 Years of Industry Experience
8 Years with Neuberger Berman
Hari Ramanan
CIO, Research Funds
21 Years of Industry Experience
2 Years with Neuberger Berman
Timothy F. Creedon, CFA
Director, Global Equity Research
23 Years of Industry Experience
21 Years with Neuberger Berman