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Neuberger Berman Glbl Dyn Asset Allocr EUR I Acc

Ranked 35 out of 107 in - Multi Strategy over 12 months
All calculations are in EUR unless stated

Managed by

Ajay Jain

Jon Jonsson

Born in Reykjavik in 1971, Jon Jonsson obtained a BSc in Applied Mathematics from the University of Iceland, and a Masters in Financial Engineering from New York University’s Stern Business School. He joined JP Morgan in 1998 where he was managing director, specialising in bond funds before moving to Neuberger Berman in 2013. Outside of fund management, Jon partakes in various sports, including golf, tennis, football and skiing, and he also enjoys food and wine.

Ugo Lancioni

Objective

The sub-fund aims to increase the value of your shares through a combination of growth and income by primarily investing in long and synthetic short positions of global sovereign and corporate bonds (debt securities), preferred stocks and money market instruments listed or traded on recognised markets worldwide. In order to achieve this objective the Fund will utilise a combination of discretionary (i.e. human) and systematic (i.e. mathematical model) investment processes.

Showing fund performance in Bahrain View performance globally

Performance

Multi Strategy over : 30/06/2017 - 30/06/2018
  • Rank 35/107 Total Return
  • Rank 60/107 Standard Deviation
  • Rank 63/107 Max Drawdown
Fund Name Currency Loss
61 Pareturn GVC Gaesco Absolute Return Fund U-B EUR EUR

-4.2%

62 Cassiopeia UCITS C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.3%

63 Neuberger Berman Glbl Dyn Asset Allocr EUR I Acc EUR

-4.3%

64 EBPM (TF) EUR

-4.3%

65 Barings Dynamic Absolute Return I EUR Hedged Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2% -1.1%
2017 6.9% 1.4% 2.3% 1.9% 1.1%
2016 0.7% 2.3% -3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Ireland
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date22/01/2016
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN IE00BYW8SS34

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).