Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Neuberger Berman Global Equity Index PW HEUR I5 Ac

Ranked 19 out of 54 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 : 30/09/2017 - 30/09/2018
  • Rank 19/54 Total Return
  • Rank 11/54 Standard Deviation
  • Rank 8/54 Max Drawdown
Fund Name Currency Return
17 Next AM Fund - Tendance Finance A EUR

0.0%

18 Lyxor/WNT Fund EB EUR EUR

-0.5%

19 Neuberger Berman Global Equity Index PW HEUR I5 Ac

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

20 MLIS ML WNT Diversified Futures UCITS EUR D Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

21 Akragas UCITS-SICAV - Demetra Fund (EUR) A

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

Fund Name Currency Risk
9 HSBC Sector Rotation EUR

4.7

10 LFPartners Inv Funds-Global Strategy A EUR EUR

4.8

11 Neuberger Berman Global Equity Index PW HEUR I5 Ac

Currency exposure is hedged

Currency exposure is hedged

EUR

4.9

12 Fort Global UCITS Contrarian B EUR EUR

5.0

13 Man AHL TargetRisk D H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.1

Fund Name Currency Loss
6 HSBC Sector Rotation EUR

-3.7%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

8 Neuberger Berman Global Equity Index PW HEUR I5 Ac

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.7%

9 Ellipsis Euro Dividend Fund P EUR

-4.9%

10 La Francaise LUX - Protectaux I EUR

-5.0%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0% 0.3% 1.6%
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 size23Mn
  • 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).