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5G Connectivity

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Neuberger Berman 5G Connectivity

Video: 5 Questions on 5G
As 5G connectivity replaces 4G over the next decade, we think we will all be amazed at how profoundly it changes our lives. From autonomous vehicles to intelligent refrigerators, from remote surgery to smart factories to hundreds of applications that we can barely imagine today, by the 2030s 5G is likely to be at the heart of how our world works. In this video, Yan Taw (YT) Boon, Director of Research (Asia) answers 5 important questions related to opportunities in 5G, and how we might invest in it.
Why Now?
5G Why Now 1 
5G is a game changer
5G is a game changer
5G is the fifth generation wireless technology for digital cellular networks. It is the combination of a number of new technologies which will create a telecommunications network that can work 100 times faster and connect 100 times more devices than the current 4G standard. 5G will enable new wave of innovations, including Internet of Things, Robotics, Artificial Intelligence and Autonomous Vehicles
5G Why Now 2 
5G deployment and proliferation are in early stages
5G deployment and proliferation are in early stages
3G enabled mobile internet communication in the 2000s and brought new business opportunities for brands such as Blackberry and Apple. 4G offered faster speeds and enabled companies such as Facebook, Tencent and Uber to grow on the back of mobile broadband. The 5G opportunity is broad in scope and huge in scale, involving many forms of connectivity and Internet of Things(IoT). It is estimated that 5G will lead to an estimated $13.2 trillion industry by 2035.*
5G Why Now 3 
5G is seen as a strategic asset by many nations and corporates
5G is seen as a strategic asset by many nations and corporates
As 5G will transform a broad range of industries with connected services from retail to education, transportation to entertainment, and also enable significant economic opportunities over the next decade, many countries view 5G as a strategic asset and are investing in 5G to stimulate the economies. Enterprises are also investing in optimized, dedicated and secure 5G private networks to boost technology innovations and future growth.
5G Why Now 2 
5G is an unstoppable trend and demand is growing fast
5G is an unstoppable trend and demand is growing fast
Structural shifts to remote work, online classes and virtual healthcare are driving strong demand for 5G connectivity, and the coronavirus pandemic is accelerating these trends. The 5G investment universe is growing fast, and is now ripe and large enough for attractive alpha generation

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.

At A Glance: Why Neuberger Berman for 5G?
A forward-looking, thematically focused and ESG-integrated strategy investing in key enablers & beneficiaries of 5G trend
Focused on companies with over 50% of future earnings growth driven by 5G enablement or adoption
Differentiated portfolio holdings and sources of alpha via cross-sector research, data science, and management engagement
Research-intensive, bottom-up approach backed by a strong team of technology industry veterans with deep industry knowledge
The world's first 5G thematic strategy with over US$4 billion AUM* and more than 2 years of solid track record
How Could Covid-19 Affect 5G?
Connectivity: The 5G Revolution
Connectivity: The 5G Revolution
Investment Strategy
Next Generation Connectivity
A thematic, forward-looking, global equity portfolio investing in key enablers and beneficiaries of 5G and future connectivity
Read More
Conversations With… Y T Boon
We think we will all be amazed at how profoundly 5G changes our lives: here’s why it’s so important, and how we might invest in it.
Read Article
Our Portfolio Managers
Yan Taw (YT) Boon
Director of Research (Asia)
9 Years of industry experience
6 Years with Neuberger Berman
Hari Ramanan
CIO – Research Funds
19 Years of industry experience
1 Year with Neuberger Berman
Timothy F. Creedon, CFA
Director of Global Equity Research
22 Years of industry experience
19 Years with Neuberger Berman