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Neuberger Berman European Sustainable Equity Fund EUR I5 Accumulating Class

Equity fund

1 year

Globe

Europe

Largest region

High

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years

Description

  • The Portfolio aims to achieve a minimum excess annualised return of 2% over the Benchmark before fees over a 3-5 year investment horizon from investing primarily in a portfolio of European equity holdings that comply with the Sustainable Criteria. The Portfolio will seek to achieve its objective by investing primarily in equity securities that are listed or traded on Recognised Markets in Europe (which may include Emerging Market Countries) and issued by companies across all market capitalisations and industrial sectors.
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Investment horizon

  • Neuberger Berman European Sustainable Equity Fund EUR I5 Accumulating Class is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    27 Aug 2025

  • Start date
    19 Jul 2021
  • ISIN
    IE00BM9TKM36

Risk

  • High (5 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Costs

  • Ongoing costs

    Includes management fees of 0,30 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee

  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 94%
    Interest 6%

Portfolio

Shows the fund's largest investments.

  • 3i Group Ord
    5.2%
  • ASML Holding NV
    5.0%
  • Nestle SA
    4.9%
  • Schneider Electric SE
    4.9%
  • AstraZeneca PLC
    4.8%
  • L'Oreal SA
    4.8%
  • London Stock Exchange Group PLC
    4.3%
  • Compass Group PLC
    4.2%
  • Assa Abloy AB Class B
    4.0%
  • Partners Group Holding AG
    3.8%