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Neuberger Berman Global Bd Abs Ret EUR I Acc

Ranked 35 out of 85 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

Andy Johnson

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.

Objective

The Fund aims to generate an annual return in excess of the Benchmark + 4% over a medium to long term investment horizon with a moderate level of volatility by implementing an unconstrained strategy combining long and synthetic short positions in a diversified portfolio of debt securities. The Portfolio will invest in debt securities and money market instruments issued bygovernments and their agencies and corporations worldwide.

Showing fund performance in Gibraltar View performance globally

Performance

Bond Strategies over : 30/09/2017 - 30/09/2018
  • Rank 35/85 Total Return
  • Rank 71/85 Standard Deviation
  • Rank 62/85 Max Drawdown
Fund Name Currency Risk
69 Insight - Absolute Insight EM Mkt Debt B1p EUR EUR

3.5

70 Parvest Bond Absolute Return V700 N Cap EUR

3.8

71 Neuberger Berman Global Bd Abs Ret EUR I Acc EUR

3.9

72 Goldman Sachs Glo Strat Macro Bond Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

4.0

73 SWC (LU) BF Emerging Markets Absol. Return ATH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.0

Fund Name Currency Loss
60 Hedge Invest Numen Credit EUR I Initial EUR

-3.7%

61 SLI Glo SICAV Abs Rtn Glo Bd Strategies A Acc EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.9%

62 Neuberger Berman Global Bd Abs Ret EUR I Acc EUR

-3.9%

63 Amundi Global Macro 2 - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.0%

64 Invesco Unconstrained Bond Fund A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% -1.8% 1.0%
2017 3.3% 1.1% 0.8% 0.6% 0.8%
2016 1.8% -2.7% 0.4% 2.9% 1.3%
2015 -0.4% -0.5% 2.0% -3.0% 1.1%

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 date17/11/2014
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN IE00BDZRJZ44

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

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