Neuberger Berman US Real Estate Securities Fund USD Z Accumulating Class header image

Neuberger Berman US Real Estate Securities Fund USD Z Accumulating Class

Fund

ISIN IE00BKJ9MS92 / Valor 27108178

NAV (2025-01-17)
USD 16.79%

Neuberger Berman US Real Estate Securities Fund USD Z Accumulating Class
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General Objective

The fund seeks total return through investment in real estate securities, emphasizing both capital appreciation and current income. The portfolio aims to achieve this objective by investing on a diversified basis mainly in securities issued by US real estate investment trusts ("REITs").

Fund Exposure

The fund is exposed to a highly diversified portfolio that targets high income and long-term capital growth. The top 10 holdings include companies such as Simon Property Group Inc, American Tower Corp, and Boston Properties Inc. The sector weightings include retail, residential, industrial/office, healthcare, and diversified sectors.

Risks

Some of the risks associated with this fund include market risk, interest rate risk, credit risk, and real estate market risk. Additionally, there may be risks associated with investing in securities issued by US real estate investment trusts ("REITs").

Content summarized by AI chatbot
Source

https://www.nb.com/en/es/products/ucits-funds/us-real-estate-securities-fund

Tags:
real estate reits ftse nareit all equity reits index

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OTHER SHARE CLASSES OF THIS FUND

Neuberger Berman US Real Estate Securities Fund USD E (Monthly) Distributing Class
Neuberger Berman US Real Estate Securities Fund USD E (Monthly) Distributing Class Neuberger Berman US Real Estate Securities Fund USD E (Monthly) Distributing Class Valor: 31755254
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Annual Return

-50%0%+50%

Risk level

110
0.00%USD 8.58
Neuberger Berman US Real Estate Securities Fund ZAR B Accumulating Class - Hedged
Neuberger Berman US Real Estate Securities Fund ZAR B Accumulating Class - Hedged Neuberger Berman US Real Estate Securities Fund ZAR B Accumulating Class - Hedged Valor: 26479905
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Annual Return

-50%0%+50%

Risk level

110
0.02%ZAR 188.25
Neuberger Berman US Real Estate Securities Fund USD A Distributing Class
Neuberger Berman US Real Estate Securities Fund USD A Distributing Class Neuberger Berman US Real Estate Securities Fund USD A Distributing Class Valor: 2928101
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Annual Return

-50%0%+50%

Risk level

110
0.06%USD 17.51
Neuberger Berman US Real Estate Securities Fund USD I2 Accumulating Class
Neuberger Berman US Real Estate Securities Fund USD I2 Accumulating Class Neuberger Berman US Real Estate Securities Fund USD I2 Accumulating Class Valor: 20155995
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Annual Return

-50%0%+50%

Risk level

110
0.00%USD 21.03
Neuberger Berman US Real Estate Securities Fund USD I (Monthly) Distributing Class
Neuberger Berman US Real Estate Securities Fund USD I (Monthly) Distributing Class Neuberger Berman US Real Estate Securities Fund USD I (Monthly) Distributing Class
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Annual Return

-50%0%+50%

Risk level

110
0.00%USD 9.20
Neuberger Berman US Real Estate Securities Fund USD B (Monthly) Distributing Class
Neuberger Berman US Real Estate Securities Fund USD B (Monthly) Distributing Class Neuberger Berman US Real Estate Securities Fund USD B (Monthly) Distributing Class
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Annual Return

-50%0%+50%

Risk level

110
0.00%USD 8.58
Neuberger Berman US Real Estate Securities Fund AUD T (Monthly) Distributing Class - Hedged
Neuberger Berman US Real Estate Securities Fund AUD T (Monthly) Distributing Class - Hedged Neuberger Berman US Real Estate Securities Fund AUD T (Monthly) Distributing Class - Hedged Valor: 21275498
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Annual Return

-50%0%+50%

Risk level

110
0.00%AUD 8.70
Neuberger Berman US Real Estate Securities Fund USD B Accumulating Class
Neuberger Berman US Real Estate Securities Fund USD B Accumulating Class Neuberger Berman US Real Estate Securities Fund USD B Accumulating Class Valor: 21589659
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Annual Return

-50%0%+50%

Risk level

110
0.00%USD 14.88
Neuberger Berman US Real Estate Securities Fund ZAR B (Monthly) Distributing Class - Hedged
Neuberger Berman US Real Estate Securities Fund ZAR B (Monthly) Distributing Class - Hedged Neuberger Berman US Real Estate Securities Fund ZAR B (Monthly) Distributing Class - Hedged
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Annual Return

-50%0%+50%

Risk level

110
0.03%ZAR 77.47
Neuberger Berman US Real Estate Securities Fund ZAR T Accumulating Class - Hedged
Neuberger Berman US Real Estate Securities Fund ZAR T Accumulating Class - Hedged Neuberger Berman US Real Estate Securities Fund ZAR T Accumulating Class - Hedged Valor: 22014850
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Annual Return

-50%0%+50%

Risk level

110
0.03%ZAR 264.15