Zu diesem Instrument liegen derzeit keine aktuellen Daten vor.
Anlagepolitik
So investiert der Neuberger Berman US Equity Index PutWrite Fund USD I3 Accumulating Class Fonds: To seek long term growth of capital and income generation. The Portfolio seeks to achieve its goal primarily through a strategy of writing collateralized put options on U.S. equity indices and exchanged traded funds providing exposure to U.S. equity indices, such as the S&P 500. The strategy is intended to generate returns through the receipt of option premiums, which in turn is intended to reduce volatility relative to holding the underlying equity index, or ETF, on which the options are written. Volatility should be reduced because index exposure achieved through the options generally exhibits lower sensitivity to the underlying equity index than simply holding the underlying equity exposure directly.
Rating für Neuberger Berman US Equity Index PutWrite Fund USD I3 Accumulating Class Fonds
| €uro FondsNote | - |
Fonds Performance: Neuberger Berman US Equity Index PutWrite Fund USD I3 Accumulating Class Fonds
| Performance 1 Jahr | -9,37 | |
| Performance 2 Jahre | 10,44 | |
| Performance 3 Jahre | - | |
| Performance 5 Jahre | - | |
| Performance 10 Jahre | - |
Fundamentaldaten
| WKN | |
| ISIN | IE00BYXH8121 |
| Name | Neuberger Berman US Equity Index PutWrite Fund USD I3 Accumulating Class Fonds |
| Fondsgesellschaft | NB Asset Management |
| Aufgelegt in | Ireland |
| Auflagedatum | 24.08.2018 |
| Kategorie | Alt - Volatilität |
| Währung | USD |
| Volumen | 655 729 131,22 |
| Depotbank | Brown Brothers Harriman Trustee Services (Ireland) Limited |
| Zahlstelle | BNP Paribas Securities Services,Paris,succursale de Zurich |
| Fondsmanager | Derek Devens, Doug Kramer, Rory Ewing, Eric Zhou |
| Geschäftsjahresende | 31.12. |
| Berichtsstand | 30.11.2022 |
Konditionen
| Ausgabeaufschlag | 0,00 % |
| Verwaltungsgebühr | % |
| Depotbankgebühr | % |
| VL-fähig? | Nein |
| Mindestanlage | 2 500 000,00 |
| Ausschüttung | Thesaurierend |
Fonds KategorievergleichFonds aus der gleichen Kategorie mit besserer Ein-Jahres-Performance.
| Name | 1J Perf. | |
|---|---|---|
| Assenagon Alpha Volatility I2 CHF Fonds | -8,54 | |
| Wallrich AI Peloton R Fonds | -7,81 | |
| Assenagon Alpha Volatility P2 Fonds | -7,06 | |
| Assenagon Alpha Volatility R2 Fonds | -6,41 | |
| Assenagon Alpha Volatility I2 Fonds | -6,37 | |