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Neuberger Berman Global Bd Abs Ret EUR I Acc

Ranked 25 out of 93 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

Andy Johnson

Jon Jonsson

Born in Reykjavik in 1971, Jon Jonsson obtained a BSc in Applied Mathematics from the University of Iceland, and a Masters in Financial Engineering from New York University’s Stern Business School. He joined JP Morgan in 1998 where he was managing director, specialising in bond funds before moving to Neuberger Berman in 2013. Outside of fund management, Jon partakes in various sports, including golf, tennis, football and skiing, and he also enjoys food and wine.

Objective

The Fund aims to generate an annual return in excess of the Benchmark + 4% over a medium to long term investment horizon with a moderate level of volatility by implementing an unconstrained strategy combining long and synthetic short positions in a diversified portfolio of debt securities. The Portfolio will invest in debt securities and money market instruments issued bygovernments and their agencies and corporations worldwide.

Showing fund performance in Guernsey View performance globally

Performance

Bond Strategies over : 31/05/2017 - 31/05/2018
  • Rank 25/93 Total Return
  • Rank 72/93 Standard Deviation
  • Rank 64/93 Max Drawdown
Fund Name Currency Risk
70 Lazard Gestion Flexible Obligataire A EUR

2.9

71 Insight - Absolute Insight EM Mkt Debt B1p EUR EUR

3.0

72 Neuberger Berman Global Bd Abs Ret EUR I Acc EUR

3.1

72 SWC (LU) BF Emerging Markets Absol. Return ATH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.1

72 Amundi 24 M E (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

3.1

Fund Name Currency Loss
62 PARVEST Bond Absolute Return V350 Classic Cap EUR EUR

-2.8%

62 Pharus SICAV - Absolute Return A EUR

-2.8%

64 Neuberger Berman Global Bd Abs Ret EUR I Acc EUR

-2.9%

65 Invesco Unconstrained Bond Fund A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.1%

66 BNY Mellon Global Credit EUR H Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 3.3% 1.1% 0.8% 0.6% 0.8%
2016 1.8% -2.7% 0.4% 2.9% 1.3%
2015 -0.4% -0.5% 2.0% -3.0% 1.1%

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 date17/11/2014
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN IE00BDZRJZ44

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).