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Next Generation Mobility Fund

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Funds > Equities > Next Generation Mobility Fund

Next Generation Mobility Fund

A thematic, forward-looking, global equity portfolio investing in established companies that are enablers and beneficiaries of the disruption in the transportation industry.

  • A portfolio focused on the key enablers and beneficiaries of autonomous, connected and electric vehicles and their proliferation
  • Research-intensive, bottom-up, concentrated portfolio, leverages Neuberger Berman’s research team sector experts identifying market leaders with sustainable competitive advantages and attractive financial metrics
  • The Fund is managed by a team of multidisciplinary sector experts from offices in New York and Hong Kong. The team leverages the resources of the 40+ research analysts in Neuberger Berman’s research team

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

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


This is a marketing communication in respect of the Neuberger Berman Next Generation Mobility Fund. Please refer to the prospectus of the fund and to the KIID before making any final investment decisions. Investors should note that by making an investment they will own shares in the fund, and not the underlying assets.

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. For more information on sustainability-related aspects pursuant to SFDR please visit ESG Investing section on www.nb.com/europe. When making the decision to invest in the fund, investors should take into account all the characteristics or objectives of the promoted fund as described in the legal documents.

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 Fund may be unable to sell an investment readily at its fair market value. In extreme market conditions this can affect the Fund’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 fund may experience medium to high volatility due to lower liquidity and the availability of reliable information, as well as due to the fund'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 needs 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 fulfil 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 Fund are exposed to currency risk. Fluctuations in exchange rates may affect the return on investment. The past performance shown is based on the share class to which this factsheet relates. If the currency of this share class 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.

RISK AND REWARD PROFILE

For full information on the risks please refer to the fund prospectus and KIID

For full information on the risks please refer to the fund prospectus and KIID

For full information on the risks please refer to the fund prospectus and KIID.


PAST PERFORMANCE DOES NOT PREDICT FUTURE RETURNS

Fund performance is representative of the share class specified in the Fund Facts section and has been calculated to account for the deduction of fees. Fund performance does not take account of any commission or costs incurred by investors when subscribing for or redeeming shares. Investors who subscribe in a currency other than the base currency of the Fund should note that returns may increase or decrease as a result of currency fluctuations. The fees and charges paid by the Fund will reduce the return on your investment. Where a benchmark is shown, the benchmark shown is provided in the base currency of the fund and therefore may not be a fair representative comparison to the hedged share classes denominated in other currencies. The difference in the currency exposure and currency fluctuations in an unhedged benchmark may cause an unintended differential in any performance or risk comparison. The Fund is actively managed, which means that the investments are selected at the discretion of the investment manager. The Fund is not constrained by its benchmark, which is used for comparison purposes only.

Pricing/Performance

Daily Pricing as of --
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12 Month Periods Performance
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Neuberger Berman Next Generation Mobility Fund USD I Accumulating Class - - - - - - - 15.36 54.96 -21.69
MSCI AC World Index (Net) - - - - - - - 2.11 39.26 -15.75

Product Characteristics

As of

Management Team

Hari Ramanan
CIO of Global Research Strategies
22 Years of Industry Experience
3 Years with Neuberger Berman
Michael Barr
Senior Research Analyst
23 Years of Industry Experience
16 Years with Neuberger Berman
Michael DiTillio, CFA
Senior Research Analyst
24 Years of Industry Experience
10 Years with Neuberger Berman
Yan Taw (YT) Boon
Director of Research, Asia
11 Years of Industry Experience
8 Years with Neuberger Berman