Neuberger Berman US Equity Premium Fund EUR I4 Accumulating Class - Hedged
ISIN IE00BD4H0968 / Valor null
Neuberger Berman US Equity Premium Fund EUR I4 Accumulating Class - Hedged
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General Objective
The fund aims to increase the value of shares through a combination of growth and income by transacting in financial instruments, such as options, using a put-writing strategy on U.S. equity markets including smaller cap securities. Returns are reinvested to grow capital, and the fund is fully exposed to market falls but with lower volatility compared to direct investments in equity indices.
Fund Exposure
The fund is actively managed and not constrained by a benchmark, with a blended benchmark used for performance comparison purposes only. It may invest up to 30% of its Net Asset Value in securities rated below investment grade and may also utilize Financial Derivative Instruments to exaggerate potential returns or losses. The fund is fully exposed to U.S. equity markets, including smaller cap securities, and maintains a highly liquid portfolio of fixed income assets to meet obligations.
Risks
The main risks facing the fund include Market Risk, Liquidity Risk, Counterparty Risk, Interest Rate Risk, Derivatives Risk, Operational Risk, and Currency Risk. The fund's historical volatility places it in category 5, with potential for significant price fluctuations in debt securities with medium or low credit ratings. Investors should be aware of the risks associated with the fund's use of derivatives and potential leverage, as well as the impact of currency fluctuations on returns.
Source
https://www.nb.com/en/dk/products/ucits-funds/us-equity-premium-fund
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