Fact sheet: NB US RealEstSecs

Fund information
Fund name
NB US Real Estate Securities B Acc USD
Fund manager company
Neuberger Berman Europe Ltd
Fund type
No data available.
Fund managers
  • Brian Jonessince 01/02/2006
  • Steve Shigekawasince 01/02/2006
Fund objective
To increase the value of your shares through a combination of growth and income from investments in real estate securities. The fund invests predominantly in securities issued by US Real Estate Investment Trusts (REITs) and does not invest directly in real estate. REITs are companies or trusts that invest mainly in income-producing real estate. They may invest broadly or specialise in a particular sector such as offices, industrial buildings or shopping centres.
Benchmark
  • FTSE Nareit All Equity Reits
Investment style
None
Investment method
Shares
Quick stats
1 Year return
16.4%
1 Year rank in sector
4/5
Sector
FO Property - North America
Yield
-
Fund size
£183m (£226m last year)
FE Risk score
?FE Risk Scores measure the riskiness of instruments relative to the FTSE 100 index of shares. Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the 0-150 range. The FTSE 100 is always scored at 100. There is no upper limit.
115
Top in this sector
Fund name1 Year
Dimensional Real Estate Secs Pfl22.9%
Morg Stnly US Property18.6%
Brookfield US Lstd Rl Est UCITS17.1%
NB US RealEstSecs16.4%
GS US Real Est Bal Pfl6%
...more in FO Property - North America

Performance snapshot

Holdings snapshot

  • North America98.5%
    Money Market1.6%
  • Residential - Property14.3%
    Property Shares13.4%
    Retail - Property12%
    Offices - Property11.3%
    Health Care9.8%
  • Property Shares98.5%
    Money Market1.6%

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Fund1%3.7%6.9%16.4%28.5%-
Sector0.2%5.1%9.6%16.1%35%80.6%
Rank within sector2 / 55 / 54 / 54 / 54 / 5-
Quartile2nd4th4th4th4th
Calendar performance
 YTD - 20162015201420132012
Fund8.2%0.3%20.3%--
Sector10.2%-0%22.6%4.3%12.1%
Rank within sector4 / 53 / 54 / 5--
Quartile4th3rd4th
Risk statistics
Alpha
?Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. If the Alpha is 5, the fund has outperformed its benchmark by 5%; so the greater the Alpha, the greater the outperformance.
-1.97
Beta
?Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa.
1.06
Sharpe
?This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash. The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk.
0.53
Volatility
?Volatility (or standard deviation), when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. For example, if a fund had an average return of 5%, and its volatility was 15, this would mean that the range of its returns over the period had swung between +20% and -10%.
12.89
Tracking error
?This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style.
2.95
Information ratio
?This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better. It is generally considered that a figure of 0.5 reflects a good performance, 0.75 very good, and 1.00 outstanding.
-0.48
R-Squared
?An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match. Values upwards of 0.7 suggest that the fund's behaviour is increasingly linked to its benchmark.
0.95
Price movement
52 week high12.71
52 week low10.05
Current bid price-
Current offer price-
Current mid price12.22
Region
1North America98.45%
2Money Market1.55%
Industry sector
1Residential - Property14.29%
2Property Shares13.41%
3Retail - Property12.03%
4Offices - Property11.28%
5Health Care9.78%
6Retail9.44%
7Others7.97%
8Data Processing5.81%
9Warehousing & Real Estate4.51%
Asset type
1Property Shares98.45%
2Money Market1.55%
Individual holdings
1SIMON PROPERTY GROUP INC8.07%
2AMERICAN TOWER REIT5.57%
3CROWN CASTLE INTERNATIONAL CORP4.17%
4EQUITY RESIDENTIAL PROPERTIES TRUST SHS OF BENEFICIAL INTEREST USD0.014.14%
5BOSTON PROPERTIES INC4.08%
6EQUINIX INC3.93%
7WEYERHAEUSER CO3.66%
8PUBLIC STORAGE3.43%
9ESSEX PROPERTY TRUST INC USD0.00013.37%
Management
Fund manager group
Neuberger Berman
Fund manager company
Neuberger Berman Europe Ltd
Fund type
No data available.
Fund objective
To increase the value of your shares through a combination of growth and income from investments in real estate securities. The fund invests predominantly in securities issued by US Real Estate Investment Trusts (REITs) and does not invest directly in real estate. REITs are companies or trusts that invest mainly in income-producing real estate. They may invest broadly or specialise in a particular sector such as offices, industrial buildings or shopping centres.
Benchmark
  • FTSE Nareit All Equity Reits
Investment style
None
Investment method
Shares
Fund managers
NameSinceBiography
Brian Jones01/02/2006Brian C. Jones, CFA, Senior Vice President, joined the firm in 1999. Brian is a Co-Portfolio Manager for the Real Estate Securities group. Previously, he was a research associate at UBS Warburg, Thornton Investment Management and The Dreyfus Corporation, where he began his career in 1993. Brian received a BA from Harvard University. He has also been awarded the Chartered Financial Analyst designation. He was a Research Assistant at The Dreyfus Corporation From 1993–1995, he was a Research Associate at Thornton Investment Management From 1995–1996, he was a Operations Associate, at UBS Warburg From1996–1997, and he was a Research Associate, UBS Warburg from1997–1999, and at Present he is in Neuberger Berman From 1999. He have an Industry Experience of 17 Years.
Steve Shigekawa01/02/2006Steve Shigekawa, a Managing Director, he joined the firm in 2002. Steve is a Co-Portfolio Manager for the Real Estate Securities group. Previously, he was a research associate at Prudential Securities from 2001-2002, an intern at Cohen & Steers Capital Management in 2002, and an associate at Wilshire Associates, where he spent four years from 1995-1999. He received a BA from the University of California at Los Angeles and an MBA from New York University. He have an Industry Experience of 16 Years.
Compliance
Transparent for Austrian Tax, Transparent for Swiss Tax, Reporting Fund Status, UCITS IV Compliant, MAS Unrestricted Scheme
Domicile
No data available.
Fund for sale in
Austria, Switzerland, Germany, Spain, Finland, France, United Kingdom, Hong Kong, Ireland, Italy, Luxembourg, Netherlands, Offshore, Singapore, Sweden
NB US Real Estate Securities A Acc AUD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price10.02
CurrencyAUD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeNDUB
NB US Real Estate Securities A Acc HKD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price12.26
CurrencyHKD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeMYWO
NB US Real Estate Securities A Acc SGD
Initial charge5%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price24.7
CurrencySGD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeJE3J
NB US Real Estate Securities A Monthly Dis AUD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price9.79
CurrencyAUD
Price updated26/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeND3J
NB US Real Estate Securities A Monthly Dis USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price10.9
CurrencyUSD
Price updated26/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeMW7I
NB US Real Estate Securities Adviser Acc CHF
Initial charge5%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price13.28
CurrencyCHF
Price updated26/09/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeGUTC
NB US Real Estate Securities Adviser Acc EUR
Initial charge5%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price7.78
CurrencyEUR
Price updated26/09/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeDJD4
NB US Real Estate Securities Adviser Acc USD
Initial charge5%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price18.32
CurrencyUSD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeDJD3
NB US Real Estate Securities Adviser Inc USD
Initial charge5%
Annual charge1.5%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price13.92
CurrencyUSD
Price updated26/09/2016
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi code0ZRI
NB US Real Estate Securities B Acc AUD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price11.06
CurrencyAUD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeMQ8O
NB US Real Estate Securities B Acc USD
Initial charge-
Annual charge1.8%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price12.22
CurrencyUSD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeJJZZ
NB US Real Estate Securities B Monthly Dis AUD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price9.95
CurrencyAUD
Price updated26/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeNDKD
NB US Real Estate Securities B Monthly Dis USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price9.85
CurrencyUSD
Price updated26/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeNDKB
NB US Real Estate Securities C Acc USD
Initial charge-
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price12.91
CurrencyUSD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeIAHC
NB US Real Estate Securities C Inc USD
Initial charge-
Annual charge1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price12.73
CurrencyUSD
Price updated26/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeICNB
NB US Real Estate Securities C2 Acc AUD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price11.75
CurrencyAUD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeE50P
NB US Real Estate Securities C2 Acc USD
Initial charge-
Annual charge1.8%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price12.22
CurrencyUSD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeJK00
NB US Real Estate Securities C2 Monthly Dis AUD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price9.95
CurrencyAUD
Price updated26/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeNDKE
NB US Real Estate Securities C2 Monthly Dis USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price9.97
CurrencyUSD
Price updated26/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeNDKF
NB US Real Estate Securities E Acc AUD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price11.96
CurrencyAUD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeKMND
NB US Real Estate Securities E Acc USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price11.58
CurrencyUSD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeKMNE
NB US Real Estate Securities E Acc ZAR
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price131.46
CurrencyZAR
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeKMNF
NB US Real Estate Securities E Monthly Dis AUD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price9.95
CurrencyAUD
Price updated26/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeNDKG
NB US Real Estate Securities E Monthly Dis USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price9.85
CurrencyUSD
Price updated26/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeNDKC
NB US Real Estate Securities E Monthly Dis ZAR
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price100.03
CurrencyZAR
Price updated26/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeNDKH
NB US Real Estate Securities Hedged B ZAR
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price117.54
CurrencyZAR
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeM7HB
NB US Real Estate Securities Hedged C2 ZAR
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price117.57
CurrencyZAR
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeM7HC
NB US Real Estate Securities I2 Acc USD
Initial charge-
Annual charge0.75%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)0.99%
Bid price-
Offer price-
Mid price14.35
CurrencyUSD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeI2DD
NB US Real Estate Securities Inst Acc USD
Initial charge-
Annual charge0.75%
Min single investment£2,500,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)1.05%
Bid price-
Offer price-
Mid price19.73
CurrencyUSD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeDJD1
NB US Real Estate Securities Inst CHF
Initial charge-
Annual charge0.75%
Min single investment£2,500,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)1.05%
Bid price-
Offer price-
Mid price12.65
CurrencyCHF
Price updated26/09/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeKNUG
NB US Real Estate Securities Inst EUR
Initial charge-
Annual charge0.75%
Min single investment£2,500,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)1.05%
Bid price-
Offer price-
Mid price16.41
CurrencyEUR
Price updated26/09/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeDJD2
NB US Real Estate Securities Inst GBP
Initial charge-
Annual charge0.75%
Min single investment£2,500,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)1.05%
Bid price-
Offer price-
Mid price12.96
CurrencyGBP
Price updated26/09/2016
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeDJD8
NB US Real Estate Securities Inst Inc USD
Initial charge-
Annual charge0.75%
Min single investment£2,500,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)0.99%
Bid price-
Offer price-
Mid price12.78
CurrencyUSD
Price updated26/09/2016
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeID7H
NB US Real Estate Securities M Acc EUR
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price11.19
CurrencyEUR
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeMY9I
NB US Real Estate Securities M Acc USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price11.67
CurrencyUSD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeMZXP
NB US Real Estate Securities T Acc AUD
Initial charge5%
Annual charge1.8%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price13.32
CurrencyAUD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeJJZY
NB US Real Estate Securities T Acc USD
Initial charge5%
Annual charge1.8%
Min single investment£1,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)2.1%
Bid price-
Offer price-
Mid price12.61
CurrencyUSD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeJJZX
NB US Real Estate Securities T Acc ZAR
Initial charge-
Annual charge-
Min single investment£10,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price151.74
CurrencyZAR
Price updated26/09/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeJM7G
NB US Real Estate Securities T Monthly Dis AUD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price10.85
CurrencyAUD
Price updated26/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeNFLN
NB US Real Estate Securities T Monthly Dis USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price9.34
CurrencyUSD
Price updated21/01/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeE50Q
NB US Real Estate Securities T ZAR
Initial charge-
Annual charge-
Min single investment£10,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price144.57
CurrencyZAR
Price updated26/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeJEIA
NB US Real Estate Securities U Acc USD
Initial charge3%
Annual charge1.1%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)1.4%
Bid price-
Offer price-
Mid price14.08
CurrencyUSD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeI2CS
NB US Real Estate Securities Z Acc
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price10.92
CurrencyUSD
Price updated26/09/2016
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeM4EO
Data provided by

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