IE000HM1TOC0
Neuberger Berman Global Equity Megatrends Fund SGD-Hedged

  • Equities
  • Global
  • SGD Cash, SRS
  • Accumulating
Invest with
SGD Cash, SRS
Payout type
Accumulating
Risk rating
6
About this fund
Description
The Fund seeks to achieve long-term capital appreciation through investment in a portfolio of equity holdings that are exposed to global long-term themes.
Key information
Annual report
Product Highlight Sheet
Prospectus
Information Memorandum
Factsheet
Our perspective
Why we think this fund is best-in-class
product
Product
Concentrated and unconstrained global equity portfolio utilising a thematic approach to build conviction and manage risk. The resultant portfolio is differentiated in terms of style and underlying holdings relative to other thematic peers and its benchmark.Only invests in businesses that are directly supported by powerful secular shifts and therefore enjoy more visible and predictable growth outlook. Consequently, the portfolio is very high in theme purity with a purity level exceeding 90%.
Read more
people
People
Neuberger Berman’s Global Research Strategies manages a group of thematic strategies totalling approximately US6bn AUM, spanning megathemes from next gen connectivity to autonomous vehicles & decarbonisation.The Global Equity Megatrends Strategy is managed by a stable long-running portfolio management team. Each member has been with the firm for over 10 years with Daniel Paduano and Sherrell having joined in 1977 and 1997 respectively. The team was formed over 30 years ago, and the portfolio managers average 30 years of industry experience.
Read more
performance
Performance
Owing to its concentrated nature and tilt towards small and mid capitalization companies, the fund may experience heightened volatility. Nonetheless, it has registered lower drawdowns versus peers and faster recovery periods in challenging markets.Investors have historically been rewarded for the risk assumed as evidenced by the strategy’s performance track record. As of 30 Nov 2023, the strategy’s longer term composite incepted on 1/1/1991 has outperformed the MSCI World (Net) Index in the 3-, 5-, 10-, 20- year and since inception periods.
Read more
process
Process
The team believes that companies which participate in or are beneficiaries of long-term secular trends typically transcend cyclicality, allowing for resilience across cycles.The strategy utilises themes as a tool to manage risk and build conviction for themes which are forward looking in nature, allowing for long-term visibility and predictability of return.With themes as an initial starting point, the team then screens the universe of stocks with clear exposure to one or more of the identified themes.Quantitative and qualitative filters are also applied, using conservative assumptions in their cash flow generation models. The team tends to have a preference for Enablers led by high quality management teams.
Read more
cost
Cost
Access to the retail share class with 100% trailer fee rebated back to Endowus investors to achieve a lower cost of access.How does this fit in my portfolio?The fund may be of interest to investors seeking a concentrated global equity portfolio with the growth of underlying companies underpinned by secular long-term trends.Investors should be cognizant of the volatility that accompanies investing in a concentrated SMID tilted portfolio, and may consider the fund as an allocation within a broader and relatively more globally, and sectorally, diversified portfolio.Updated as of 31/12/2023
Read more
selectionCriteria
How it fits in a portfolio
Read more
Invest in this fund
Performance
Shows the total return of this accumulating fund, which includes dividends reinvested.
Total returns
All Time
36.16%
YTD
13.11%
1 month
2.68%
6 month
9.07%
1 year
13.56%
As of Aug 2025
Distributions
This is an accumulating fund, so dividends are re-invested at the fund level.
Risk metrics
Max drawdown
-11.19%As of Aug 2025
Volatility
13.85%As of Aug 2025
Calendar returns
YearTotalJanFebMarAprMayJunJulAugSepOctNovDec
2025-2.5%1.2%-6.6%-2.1%8.1%4.9%2.5%2.7%----
2024--1.0%3.2%4.8%-0.4%6.2%-0.8%2.7%3.8%1.4%-1.4%7.2%-6.3%
2023------------0.0%
Top Exposures
Vistra Corp5.26%
Alibaba Group Holding Ltd ADR5.26%
Chart Industries Inc5.17%
Corning Inc5.00%
Pets at Home Group PLC4.94%
Perrigo Co PLC4.93%
Delta Air Lines Inc4.79%
NICE Ltd ADR4.77%
Criteo SA ADR4.77%
Amdocs Ltd4.51%
Top exposures represent up to 15 of the fund's largest exposures for each category. Allocation percentages may not sum up to 100% and can include negative values due to rounding or trading activities by the underlying fund managers, including short positions.
Fund fees
1.76%0.96% p.a.
Save 45%
Save up to 65% in fees
Invested elsewhere? Transfer your funds to Endowus in four easy steps. Learn more
fee comparison
Fund facts
ISIN
IE000HM1TOC0
Fund house
Neuberger Berman
Fund size
S$828M
As of 11 Sep 2025
Fund inception date
08 Dec 2023
Fund class currency
SGD
Fund share class
A Acc Hedged SGD
Oldest share class ISIN
IE00BFMHRK20
Oldest share inception date
27 Apr 2018
Pricing frequency
Daily

Disclaimer: ©2025 Morningstar. All Rights Reserved. The information contained here relating to a particular collective investment scheme: (1) is proprietary to Morningstar Research Pte. Limited and/or its content providers (“Information Provider(s)“) unless otherwise specified; and (2) may not be copied or distributed. Neither the Information Provider nor Endowus guarantee or endorse the accuracy, reliability, completeness or timeliness of the information, or are responsible for any damages or losses arising from any use of this information. Further, for technical reasons, certain information provided by Information Provider may be different from that supplied by the respective fund houses.

This website is for information purposes only and is not and should not be construed as an offer or the solicitation of an offer or a recommendation for the purchase or sale of any investment or subscribe for, or to participate in, any services. Any opinion or estimate above is made on a general basis and none of Endowus, nor any of its affiliates, representatives, or agents have given any consideration to nor have made any investigation of the objective, financial situation, or particular need of any user, reader, any specific person or group of persons. Opinions expressed herein are subject to change without notice. You should carefully consider whether any investment views and investment products/services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances or seek financial advice via Endowus' platform.

Investment involves risk. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Past performance is not an indicator nor a guarantee of future performance. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.

You are responsible for downloads from this website. Endowus does not warrant that any downloads from this website will meet your needs or expectations, or be uninterrupted, secure, or error free or that any files available for downloading through this website are free of computer viruses or other harmful components. You alone are responsible for ensuring adequate protection and backup of data, software, computer, and other equipment is made and appropriate safeguard is in place to detect, prevent and eliminate computer viruses and other harmful effects. Neither Endowus nor the Information Provider will be responsible for any costs or expenses which may be incurred if your use of this website or if any downloads results in any servicing or replacement of property, material, equipment, or data.

This advertisement has not been reviewed by the Monetary Authority of Singapore.