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Global Allocation Fund

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Mutual Fund > Multi-Asset Class > Global Allocation Fund

Global Allocation Fund

Seeks to generate returns by allocating across asset classes and geographies, leveraging the best of the firm’s global investment expertise

  • Leverages firmwide insights and expertise to construct a best-ideas portfolio
  • Seeks to capture attractive opportunities around the world
  • Incorporates traditional and alternative risk premia
  • Employs proprietary portfolio construction framework

Pricing/Performance

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Product Characteristics

As of

The Fund’s Investment Manager (the “Manager”) caps certain expenses. Absent such arrangements, the total returns would be lower. Net expense ratio represents the total annual operating expenses that shareholders pay (after the effect of fee waivers and/or expense reimbursement). The Fund’s investment manager contractually caps certain direct expenses of the Fund (excluding interest, taxes, brokerage commissions, acquired fund fees and expenses, dividend expenses relating to short sales, and extraordinary expenses, if any; consequently, total (net) expenses may exceed the contractual cap) through 10/31/2023 for Class A at 1.11%, Class C at 1.86%, Class R6 at 0.65% and Institutional Class at 0.75% (each as a % of average net assets). Absent such arrangements, which cannot be changed without Board approval, the returns may have been lower. Information as of the most recent prospectus dated February 28, 2020, as amended.

The Fund’s Institutional Class was used to calculate beta, a measure of the magnitude of a fund’s past share price fluctuations in relation to the fluctuations in the stock market (as represented by the fund’s benchmark). While not predictive of the future, funds with a beta greater than 1 have in the past been more volatile than the benchmark, and those with a beta less than 1 have in the past been less volatile than the benchmark. The Fund’s institutional class was used to calculate standard deviation, a statistical measure of portfolio risk. The standard deviation describes the average deviation of the portfolio returns from the mean portfolio return over a certain period of time. Standard Deviation measures how wide this range of returns typically is. The wider the typical range of returns, the higher the standard deviation of returns, and the higher the portfolio risk.

Management Team

Brad Tank
Chief Investment Officer—Fixed Income
39 Years of industry experience
17 Years with Neuberger Berman
Erik L. Knutzen, CFA, CAIA
Chief Investment Officer—Multi-Asset Class
35 Years of industry experience
6 Years with Neuberger Berman
Ajay Singh Jain, CFA
Head of Multi-Asset Class Portfolio Management
21 Years of industry experience
6 Years with Neuberger Berman