LSE - Delayed Quote GBp

Neuberger Berman Macro Opps FX GBP ZAccH (0P0001KLVV.L)

1,028.03 +1.03 (+0.10%)
As of January 9 at 8:00 PM GMT. Market Open.

Fund Summary

Neuberger Berman Macro Opps FX GBP ZAccH

Dublin 2
32 Molesworth Street

Fund Overview

Category --
Fund Family NB Asset Management Ireland Ltd
Net Assets --
YTD Return 5.56%
Yield 0.00%
Morningstar Rating --
Inception Date Dec 04, 2019

Fund Operations

Fees & Expenses

Expense 0P0001KLVV.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Ugo Lancioni, Managing Director, joined the firm in 2007. Ugo is the Head of Global Currency and serves as a co-portfolio manager on multiple fixed income strategies. He is a member of the senior investment team that sets overall portfolio strategy for Global Investment Grade. Ugo also leads the Currency team in determining FX exposures across various portfolio strategies. Prior to joining the firm, Ugo was employed by JP Morgan for 11 years. While at JP Morgan Asset Management Ugo gained experience as a currency strategist and portfolio manager in charge of the FX risk in the fixed income book. Prior to this, Ugo worked as a trader atJPMorgan Bank, both in London and Milan, in the short term interest rate trading group where he was responsible for foreign exchange forwards market making and derivatives trading. Ugo received a master’s degree in Economics from the University “La Sapienza” in Rome.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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