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Neuberger Berman Global Equity Index PW HEUR I5 Ac

Ranked 12 out of 50 in - Managed Futures over 12 months
All calculations are in EUR unless stated

Managed by

Derek Devens

Objective

The Portfolio seeks to achieve its goal primarily through a strategy of writing collateralized put options on global equity indices and exchange traded funds (ETFs) providing exposure to U.S., European, Asian and Emerging Market equity indices such as S&P 500, EuroStoxx, MSCI EAFE and MSCI EM. The put options will be traded on Recognised Markets.The put options will be traded on Recognised Markets. 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.

Showing fund performance in Liechtenstein View performance globally

Performance

Managed Futures over : 31/05/2017 - 31/05/2018
  • Rank 12/50 Total Return
  • Rank 7/50 Standard Deviation
  • Rank 10/50 Max Drawdown
Fund Name Currency Return
10 Cyril Systematic I EUR

2.2%

11 Lyxor/WNT Fund EB EUR EUR

1.5%

12 Neuberger Berman Global Equity Index PW HEUR I5 Ac

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5%

13 McKinley Capital Dividend Growth II EUR Acc EUR

0.4%

14 Man AHL Diversity Alternative IN H EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

0.3%

Fund Name Currency Risk
5 Accura - AF1 A EUR

3.8

6 Tungsten TRYCON Basic Invest HAIG C EUR

3.8

7 Neuberger Berman Global Equity Index PW HEUR I5 Ac

Currency exposure is hedged

Currency exposure is hedged

EUR

4.6

8 La Francaise LUX - Protectaux I EUR

4.6

9 SEB SICAV 3 - SEB Asset Sel Defensive C EUR EUR

4.8

Fund Name Currency Loss
8 LFPartners Inv Funds-Global Strategy A EUR EUR

-4.4%

8 Allianz Multi Asset Opportunities - I3 (H2-EUR)EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

10 Neuberger Berman Global Equity Index PW HEUR I5 Ac

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.7%

11 Lyxor Epsilon Global Trend I-EUR EUR

-4.8%

12 GAM Star Keynes Quantitative Strategies EUR Acc EUR

-5.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0%
2017 2.0% 1.6%

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 date25/05/2017
  • Share Class size24Mn
  • Base currencyEUR
  • ISIN IE00BYWPKL13
  • Currency exposure is hedged

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).