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Neuberger Berman Greater China Equity Fund;Inst

Ranked 36 out of 149 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Lihui Tang

Frank Yao

Frank Yao was born in Shanghai in 1961. He started his career as a professor at the Shanghai University of Technology in 1987. In 1993 he started his investment career by joining Dow Jones as mortgage-backed securities analyst. Over the last sixteen years he has joined different companies such as Goldman Sachs, Alpha AM, Berens Capital, HuaAn Fund Management and Avenue Capital. Frank joined Neuberger Berman, Asia in 2008 where he is the managing director as well as a fund manager. His investment style is active and Frank bases it on intensive research, bottom up and a macro overlay with a value-bias. He holds a masters degree in Finance from the Stern School of Business at New York University and he is member of the standing committee of the Chinese people's political consultative conference (CPPCC) in Shanghai Pudong. Frank also sits on the QDII Expert Committee for China Securities Regulatory Commission (CSRC). Away from fund management he enjoys tennis.

Objective

The Fund seeks long-term growth of capital. The Fund invests at least 80% of its net assets in equity investments that are tied economically to the Greater China region which include mainland China, Hong Kong, Macau and Taiwan. The Funds equity investments include both equity securities and equity-linked investments.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Greater China over : 31/03/2016 - 31/03/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 14.0%
2016 -3.8% -7.9% 0.4% 12.9% -7.9%
2015 0.6% 4.7% 10.6% -21.3% 10.3%
2014 22.3% -3.6% 5.8% 5.1% 14.1%
2013 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date17/07/2013
  • Share Class size90Mn
  • Base currencyUSD
  • ISIN US64122Q4652

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.10%

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