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Neuberger Berman US Small Cap USD A Acc

Ranked 36 out of 52 in - US Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Judith Vale

Judith Vale is a graduate of Yale University. She started out in the fund management world over a quarter of a century ago, working as an analyst at Ingalls & Snyder in 1980. After a seven year stint there she moved on to Merrill Lynch Asset Management in 1987, and then to Quest Advisory in 1990. She later moved to Neuberger Berman and is currently running the US Small Cap fund.

Objective

To achieve capital growth through the selection of investments applying analysis of company key metrics and macro economic factors. The Fund will primarily invest in equity securities issued by small capitalisation companies which have their head office or exercise an overriding part of their economic activity in the US and that are listed or traded on Recognised Markets.

Showing fund performance in Luxembourg View performance globally

Performance

US Small & Medium Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1%
2017 0.4% 1.1% -4.7% 0.1% 4.1%
2016 20.3% -3.4% 6.2% 2.8% 14.1%
2015 10.1% 17.4% -3.7% -7.3% 5.1%
2014 12.1% -1.5% 2.1% 1.3% 10.0%
2013 30.0% 14.4% -0.1% 6.8% 6.5%
2012 7.2% 3.8% 1.3% 2.5% -0.6%
2011 17.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Portugal
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date05/07/2011
  • Share Class size55Mn
  • Base currencyUSD
  • ISIN IE00B64QTZ34

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).