Neuberger Berman Launches Global Real Estate Securities UCITS

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For Immediate Release
Media Contact: EMEA, Joanna Pope 44 20 32 14 9087, [email protected]
Alex Samuelson, 212 476 5392, [email protected]
NEUBERGER BERMAN LAUNCHES GLOBAL REAL ESTATE SECURITIES
UCITS FUND
LONDON, FEBRUARY 3rd 2015 – Neuberger Berman, one of the world’s leading employee-owned
investment managers, today announced the launch of the Neuberger Berman Global Real Estate
Securities Fund (the ‘Fund’), a sub-fund of its Irish-Domiciled UCITS fund umbrella, Neuberger
Berman Investment Funds plc, effective immediately.
The Fund offers investors access to the growing global real estate securities market which has more than
tripled in size since 1997 1. With historically competitive total returns and low correlation to fixed income
securities, real estate securities appeal to investors seeking real returns in this low yield environment as
well as the benefits of diversification.
The Fund invests in a diversified portfolio of global real estate securities with the aim of outperforming
the FTSE EPRA/NAREIT Developed Index. The portfolio managers look to invest in companies with
attractive combinations of well-established management teams, economies of scale and balance sheet
strength. The portfolio will typically hold 50-70 securities, diversified by geographic region, countries and
property sectors.
The Fund is managed by the Neuberger Berman Global Real Estate Securities Group led by Steve
Shigekawa. The team has on-the-ground regional resources, with portfolio managers Steve Shigekawa
and Brian Jones based in the US, Gillian Tiltman in Europe and Anton Kwang in Asia Pacific. The
Group manages approximately $2.7 billion in AUM.
Steve Shigekawa, head of the Global Real Estate Securities Group commented: “This new fund is a
natural extension of our existing US strategy and has been launched in response to increasing interest
from clients for global strategies. We have the right people in the right locations to build a focused and
differentiated global real estate portfolio.”
“We want to offer clients the opportunity to benefit from exposure to the global real estate securities
universe. Global Real Estate as an asset class can support the creation of a well balanced portfolio by
providing diversification, stable income and total return potential,” said Dik van Lomwel, Head of
EMEA and Latin America at Neuberger Berman.
- ENDS 1
Source: FactSet, Neuberger Berman
For further information, please contact:
Joanna Pope
Head of Communications, EMEA
Tel: +44 20 3214 9087
[email protected]
www.nb.com
About Neuberger Berman
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment
manager. The firm manages equities, fixed income, private equity and hedge fund portfolios for
institutions and advisors worldwide. With offices in 18 countries, Neuberger Berman’s team is more
than 2,100 professionals and the company was named by Pensions & Investments as a 2013 and
2014 Best Place to Work in Money Management. Tenured, stable and long-term in focus, the firm
fosters an investment culture of fundamental research and independent thinking. It manages $250
billion in client assets as of December 31, 2014. For more information, please visit our website at
www.nb.com.
###
Disclaimer:
The above press release is for information purposes only and it should not be regarded an offer
or solicitation of an offer. We do not represent that this information, including any third party
information, is accurate or complete and it should not be relied upon as such. Investing entails
risks, including possible loss of principal. Past performance is not indicative of future results.
The information contained in this press release is given at the date of its publication (unless
otherwise marked) and is subject to updating, revision and amendment.
The opinions expressed reflect the opinion of Neuberger Berman Group and its affiliates
(“Neuberger Berman”) and are subject to change without notice.
This document is issued by Neuberger Berman Europe Limited which is authorised and
regulated by the Financial Conduct Authority (“FCA”) is registered in England and Wales, at
Lansdowne House, 57 Berkeley Square, London, W1J 6ER and is also regulated by the Dubai
Financial Services Authority as a Representative Office.
Neuberger Berman is a registered trademark.
© 2015 Neuberger Berman.
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