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Multi-Asset Class Growth Fund

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Funds > Multi-Asset Class > Multi-Asset Class Growth Fund

Multi-Asset Class Growth Fund

A global, multi-asset class approach that is designed to preserve and grow capital in all market environments

  • The strategy targets a return of cash + 5% annualized with lower volatility than global equity markets
  • Portfolio combines traditional and innovative alternative sources of alpha for added diversification and risk mitigation
  • Accesses the best ideas across Neuberger Berman’s entire investment platform: equities, fixed income and alternatives
  • Risk management framework seeks to lower volatility and preserve capital during market stress

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.
Derivatives Risk: The Fund is permitted to use certain types of financial derivative instruments (including certain complex instruments). This may increase the Fund’s leverage significantly which may cause large variations in the value of your share. Investors should note that the Fund may achieve its investment objective by investing principally in Financial Derivative Instruments (FDI). There are certain investment risks that apply in relation to the use of FDI.
Interest Rate Risk: The risk of interest rate movements affecting the value of fixed-rate bonds.
Credit Risk: The risk that bond issuers may fail to meet their interest repayments, or repay debt, resulting in temporary or permanent losses to the Fund.
Model Risk: The investment strategy of a Portfolio using a quantitative investment approach is rules based and model-driven. Therefore, it would not necessarily result in a security being sold because that security’s issuer was in financial trouble or defaulted, or had its credit rating downgraded, unless such indicators are tracked by the investment strategy of that Portfolio. There is no guarantee that the investment strategy of such a Portfolio will meet the purpose for which it was designed.
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 fund and is not specific to the share class. If the currency of the fund 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

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Product Characteristics

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Management Team

Erik L. Knutzen, CFA, CAIA
Chief Investment Officer—Multi-Asset Class
34 Years of industry experience
5 Years with Neuberger Berman
Ajay Singh Jain, CFA
Head of Multi-Asset Class Portfolio Management
20 Years of industry experience
6 Years with Neuberger Berman