FCH Neuberger Berman US Large Cap Value CA Sel G EUR

The investment objective of the sub-fund is to achieve long term capital growth outperforming its benchmark: Russell 1000 Value Index (Total Return, Net of Tax, USD)The sub-fund will invest at least 75% of its net assets in equity securities issued by large-capitalisation companies which have their head office or exercise an overriding part of their economic activity in the US and that are listed or traded on recognised markets in the US. The sub-fund's investment in large capitalisation companies will not be restricted by sector or industry. The sub-fund may use derivatives for hedging purposes.Benchmark: Russell 1000 Value Index (Total Return, Net of Tax, USD) The sub-fund is actively managed by reference to and seeks to outperform the benchmark. The sub-fund is normally exposed to the issuers of the benchmark, however, the management of the sub-fund is discretionary, and will be exposed to issuers not included in the benchmark. The sub-fund monitors risk exposure in relation to the benchmark however the extent of deviation from the benchmark is expected to be significant.Management Process: The sub-investment manager generally intends to invest in companies which they believe are undervalued. They will look for what they believe to be attractive businesses, led by strong management teams with a track record of success whose securities are available at valuations that they consider to be compelling. The sub-investment manager seeks to identify undervalued securities by analysing expected returns using normalised earnings. Normalised earnings represent a company's earnings that omit the effects of non-recurrent events or, for cyclical companies, remove economic cycles and helps the sub-investment manager identify attractive entry-points.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No