Neuberger Berman US Equity Premium Fund USD I Monthly Distributing Class
ISIN IE00BD461232 / Valor 36620913
Neuberger Berman US Equity Premium Fund USD I Monthly Distributing Class
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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 generally lower volatility than 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 is categorized as level 5 due to historical volatility, and investors should be aware of the potential for significant losses, particularly in extreme market conditions. It is important to carefully consider the risks outlined in the Prospectus before investing in this fund.
Source
https://www.nb.com/de/de/products/ucits-funds/global-equity-megatrends-fund
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