ISIN:
IE00BFXBF434
IA Sector:
IA Flexible Investment
Risk level:
FE fundinfo Rating:
N/A
Accumulation
Price:
10.4066 GBP
29 April 2025
Last change:
icon-up-small 0.06%
1 year change:
icon-up-small 3.17%
5 year annualised return:
-0.08%
12 month yield:
N/A%
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you’re unsure about investing, seek independent advice. You may be eligible for financial advice through our partnership with Schroders Personal Wealth
Add to chart:
Fund Objective: The Fund aims to achieve a target average return of 5% over the benchmark after Portfolio Costs (as defined in the prospectus supplement), over a market cycle (typically 3 years) from a diversified portfolio of uncorrelated investment strategies. Correlation is the relationship or connection between different investments. The Fund allocates assets to multiple investment advisors that employ a variety of investment strategies and invest globally without a focus on any particular industrial sector. There can be no guarantee that the Fund will ultimately achieve its investment objective and capital invested is at risk.
| Manager name | Neuberger Berman Europe Ltd |
|---|---|
| Manager start date | 31 May 2017 |
| Manager Biography | David Kupperman, PhD, Managing Director, joined the firm in 2011. David is co-head of NBAIM and a member of the Investment Committee and also serves as the Head of Liquid Strategies on the NB Alternative Investment Management Team. Prior to joining, David was a partner and member of the investment committee at Alternative Investment Management, LLC. Prior, David worked as a Managing Director and member of the Executive Committee of Paloma Partners Management Company, a multi-strategy hedge fund focused on relative value trading strategies. Prior to Paloma, David worked at The Carlyle Group, one of the world’s largest alternative investment managers. At Carlyle, he most recently served as the Principal of Product and Business Development, reporting directly to the firm's co-founder. Prior to Carlyle, David was a Vice President in both the Private Equity and Portfolio Strategy Groups at Goldman, Sachs & Co. In his role in portfolio strategy, he authored papers on asset allocation and helped develop Goldman’s quantitative asset allocation framework for high net worth investors. Additionally, he worked with individual ultra-high net worth clients in establishing their asset allocations and investment strategies. While in the private equity group, he worked on secondary private equity, fund-of-funds, fund performance analysis, and the structuring of alternative investment programs for Goldman clients. He currently serves as a member of the Executive Committee of the Investment Management Division of the UJA Federation of New York. David holds a M.A. and a Ph.D. in Physics from The Johns Hopkins University and a B.A. and a M.E. from Cornell University. |
| Investment style: | Multi Strategy |
|---|---|
| Region (geographical) | Global |
| Benchmark | N/A |
|---|---|
| Sector | IA Flexible Investment |
| FE fundinfo Rating | N/A |
Fund size: 672,891,411.57 GBP
Chart date: April 29, 2025
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
The information contained within this website is provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd unless otherwise stated. The information is not intended to be advice or a recommendation to buy, sell or hold any of the shares, companies or investment vehicles mentioned, nor is it information meant to be a research recommendation. This is a solution powered by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd incorporating their prices, data news, charts, fundamentals and investor tools on this site. Terms and conditions apply. Prices and trades are provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd and are delayed by at least 15 minutes.
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
© 2025 Refinitiv, an LSEG business. All rights reserved.