Global Equity Megatrends
What Are Megatrends? A Tool for Investing in Tomorrow
Megatrends are transformative, long-term forces reshaping industries and economies. Aligning with these shifts provides long-term visibility, enabling us to identify enablers of these trends with sustained growth potential across market cycles.
Source: Neuberger Berman. This material is intended as a broad overview of the Portfolio Manager’s style, philosophy and process and is subject to change without notice. Portfolio Manager’s views may differ from those of other Portfolio Managers as well as the views of Neuberger Berman.
Why Invest in This Fund?
Invest in Tomorrow's Megatrends
High conviction, concentrated global equity portfolio of 20-30 holdings
Built around 9 transformative megatrends shaping today and the future
Offering broad market exposure for strong alpha potential
Active, Flexible And Differentiated
Differentiated holdings with minimal overlap with benchmark or peers
Actively managed, with 98% of the fund's holdings different from the MSCI World Index
Disciplined valuation approach focusing on downside protection
Proven Performance And Long Track Record
Strategy launched since 1991 with 34 years of proven track record
1-year, 3-year, 5-year and Since Inception top ranking performance among Morningstar Peer Group^
No negative rolling 3-years return since inception#
^ Based on USD A Accumulating Class. 1-year, 3-year, 5-year and Since inception Top 5th percentile ranking out of 207 funds in the Morningstar EAA Fund Global Small/Mid-Cap Equity category as of December 31, 2024. # Based on the oldest fund inception share class: USD A Accumulating class (Inception date April 27, 2018). Unless stated otherwise, all information as of December 31, 2024, and sourced internally from Neuberger Berman. This material is intended as a broad overview of the Portfolio Manager’s style, philosophy and process and is subject to change without notice. Portfolio Manager’s views may differ from those of other Portfolio Managers as well as the views of Neuberger Berman. Past performance is no guarantee of future results.
Portfolio Management Team
Daniel P. Paduano, CFA
Senior Portfolio Manager
55
Years of Industry Experience
48
Years with Neuberger Berman
Sherrell J. Aston Jr.
Portfolio Manager
29
Years of Industry Experience
28
Years with Neuberger Berman
Maximiliano Rohm
Portfolio Manager
23
Years of Industry Experience
19
Years with Neuberger Berman
Jason H. Vintiadis
Portfolio Manager
23
Years of Industry Experience
11
Years with Neuberger Berman
Interested to Learn More About
Neuberger Berman Global Equity Megatrends Fund?
Neuberger Berman Global Equity Megatrends Fund?
Morningstar Analyst Rating™ & Morningstar Rating™ © Morningstar. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Morningstar Rating past performance is no guarantee of future results. Detailed information about Morningstar's Analyst Rating & the Morningstar Rating, including their methodology, is available upon request.
Unless stated otherwise, all information as of February 28, 2025 and sourced from Neuberger Berman, Blackrock Aladdin and Morningstar. This website has not been reviewed by the Monetary Authority of Singapore. Investor should read this advertisement in conjunction with the Singapore Prospectus and the Product Highlights Sheet or seek relevant professional advice, which can be obtained from our website www.nb.com or any of its approved distributors before making any investment decision. Neuberger Berman Investment Funds plc. has appointed Neuberger Berman Singapore Pte. Limited as its Singapore representative and agent for service of process. Investment involves risk and investor may lose the entire investment. The value of investment and the income from them can fluctuate and is not guaranteed. Past performance is not indicative of future performance. This advertisement is issued by Neuberger Berman Singapore Pte. Limited., company registration number: 200821844k
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