Timothy Creedon, CFA, Managing Director, joined Neuberger Berman Investment Advisers LLC in 2005 and is Director of Research for the Global Equity Research Department and a Portfolio Manager on the Neuberger Berman Focus Fund and the Neuberger Berman Research Opportunity Portfolio. Prior to his appointment as Director of Research, Tim served as an equity analyst covering Consumer Staples companies for the department. Previously, he spent three years working as a sell-side research associate at Lehman Brothers, also covering consumer stocks, and two years working in the Private Equity group at Lehman Brothers, where he was responsible for analyzing and executing investments in early stage telecom/media companies. Tim began his career at Merrill Lynch, where he spent two years working in Investment Banking, covering the telecommunications industry. He is a CFA charterholder and graduated magna cum laude from Georgetown University’s School of Foreign Service with a concentration in International Economics.
Name
Hariharan Ramanan
Since
08 April 2020
Bio
2019 – Present Neuberger Berman
2014 – 2018 Valarc Holdings, Managing Partner, Global Equities
2007 — 2014 Eminence Capital, Portfolio Manager, International Equities
2004 — 2007 Basso Capital, Managing Director and Portfolio Manager
2002 – 2004 Advent International, Senior Associate, Private Equity
2000 - 2002 Lehman Brothers, Analyst, Private Equity Knox College, BA (Mathematics and Economics)
21 Years of Industry Experience
Name
Yan Taw (YT) Boon
Since
08 April 2020
Bio
Yan Taw (YT) Boon
Managing Director, Director of Research (Asia), Co-Portfolio Manager
2013 – Present Neuberger Berman, Hong Kong
2011 – 2013 Credit Suisse, Hong Kong
2010 – 2010 Huawei, China
2006 – 2009 Broadcom, UK
2004 – 2006 Cadence, UK
2003 – 2004 ARM, UK University of Edinburgh, MSc
University of Southampton, BEng
17 Years of Industry Experience
Fund objective
The Fund aims to achieve a target average return of 3-5% over the MSCI All-Country World Index (ACWI) (Total Return, net of tax, USD) before fees over a market cycle (typically 3 years) from investing primarily in a portfolio of global equity holdings, focusing on companies that are involved or derive benefit from the development and enhancement of mobile and 5G connectivity (Next Generation Connectivity) that meet the Sustainable Criteria, as detailed in the “Sustainable Investment Criteria” section of the Prospectus. There can be no guarantee that the Fund will ultimately achieve its investment objective.The Fund invests in equity securities that are listed or traded on recognised markets (defined in the prospectus) globally (which may include emerging (less developed) market countries). The Fund invests in a mixture of companies of different sizes, from different industries and does not focus on any specific country. The Fund may invest in companies of any market capitalisation but shall typically invest in companies that have market capitalisation greater than USD 500 million at the time of purchase. The Fund uses qualitative business analysis; quantitative screening; strategic valuation and security selection to identify companies that offer exposure to Next Generation Connectivity. The Fund may invest in: up to 30% of the Fund's Net Asset Value ("NAV") in China A-shares listed on or dealt in the Shanghai Stock Exchange or the Shenzhen Stock Exchange; a maximum of 50% of the Fund’s NAV in emerging market countries; up to 10% of the Fund's NAV in fixed income securities. China A-shares: Shares in mainland China-based companies that trade on Chinese stock exchanges such as the Shanghai Stock Exchange and the Shenzhen Stock Exchange. A-shares are generally available for purchase by mainland citizens in China; foreign investment in A-shares is subject to significant regulatory restrictions. The Fund is actively managed and it is not constrained by the benchmark, the MSCI All-Country World Index (ACWI) (Total Return, Net of Tax, USD) which is used for performance comparison purposes only. While the Fund may acquire securities which are components of the benchmark, it will not do so because of their inclusion in the benchmark. More information on the Fund's sustainability factors can be found in the prospectus. This Fund may not be appropriate for short-term investment and is more suitable as part of a diversified portfolio. You may sell your shares on any day when the financial markets in London and New York are open for business. As your shares are in Australian Dollars and the Fund is in US Dollars, currency exchange contracts are used to reduce the effect of changes in the currency exchange rate. Your shares do not pay you income, but returns are reinvested to grow capital. Transaction costs will reduce the Fund's return.