Now, more than ever, we live in a technologically connected world – from our homes, to our offices and all the online services in between. This evolution creates opportunities for innovative companies to shape our world further – and with the growth in 5G technology we can expect much, much more in this space. Against this backdrop, we are delighted to announce the launch of our Neuberger Berman 5G Connectivity Fund on April 8, 2020, which seeks to identify the true winners in the race to 5G connectivity. Our newly launched UCITS fund is closely aligned to our existing Next Generation Connectivity Strategy that was launched in December 2017 with assets under management of more than $4 billion*.
Key Features
- Invests in key enablers and beneficiaries in 5G Network Infrastructure, Internet of Things (IoT) Devices and Applications & Services
- Focused on companies with over 50% of future earnings growth driven by 5G enablement or adoption
- Typically owns 40-60 stocks across all market capitalization with differentiated hidden gems in small and mid-cap
- Research-intensive, bottom-up approach backed by a strong team of technology industry veterans with deep industry knowledge
Why Now ?
- 5G deployment and proliferation are in early states and are starting to accelerate in 2020
- Both nations and enterprises are making strategic investments in 5G to stimulate economies and boost innovations
- Structural shifts to remote work, virtual classes and virtual health are driving strong demand for 5G connectivity
- 5G investment universe is growing fast, and now ripe and large enough for attractive alpha generation
