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Neuberger Berman China Equity Tops Greater China Fund Category: Morningstar Hong Kong Fund Awards 2015

Neuberger Berman
2015-03-31 09:00 4271

HONG KONG, March 31, 2015 /PRNewswire/ -- Neuberger Berman, one of the world's leading private, employee-owned investment managers, is pleased to announce the Neuberger Berman China Equity Fund's USD A Accumulating share class has been chosen as the winner in the Greater China Equity Fund category at the recent Morningstar Hong Kong Fund Awards 2015.

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According to Morningstar Investment Management Asia, Ltd., a subsidiary of independent investment research provider Morningstar, Inc., "the Morningstar Hong Kong Fund Awards recognize retail funds and fund houses that added the most value for investors within the context of their relevant peer group in 2014 and over the longer term. Winners are selected using a quantitative methodology with a qualitative overlay developed by Morningstar that considers the one-, three-, and five-year performance history of all eligible funds. Morningstar adjusts the returns for risk using Morningstar Risk, a measure that imposes a higher penalty for downside variation in a fund's return than it does for upside volatility."

The Morningstar Hong Kong Fund Awards are based on Morningstar fund data as at 31 December 2014.

"We're honored and delighted to receive this recognition in the highly competitive Greater China Equity Fund category from Morningstar, one of the global asset management industry's leading investment research providers," said Frank Yao, senior portfolio manager of the Greater China Investment Team and a managing director of the firm.

The Neuberger Berman China Equity Fund invests primarily in equity securities of issuers based in mainland China, Hong Kong and Taiwan. The Fund is managed by a proven team of 13 portfolio managers, research analysts and traders, based in Hong Kong and Shanghai, and with an average of 13 years of experience investing in Greater China equity markets. Led by portfolio managers Frank Yao and Lihui Tang, the Fund seeks to achieve an attractive total return by investing in typically 30-50 large- and mid-cap equity securities primarily in the Greater China region.

As of February 28, 2015, the Neuberger Berman China Equity Fund's USD A Accumulating share class is rated an overall ranking of 5 stars by Morningstar Investment Management Asia, Ltd, the fund tracker's highest rating.

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.

This document is for information only and it is not an offer or solicitation for the purchase or sale of the Fund. Nothing contained herein constitutes investment advice and does not have regard to investor's specific investment objectives, financial situation or particular needs. The award is for reference only and they are not indicative of future performance. Investor should read this document in conjunction with the Hong Kong Prospectus and the Key Facts Statement ("KFS") or seek relevant professional advice, before making any investment decision. The Prospectus and the KFS can be obtained from our website www.nb.com or any of its approved distributors.

This document is issued by Neuberger Berman Asia Limited and has not been reviewed by the Securities and Futures Commission. The Fund has been authorized by the Securities and Futures Commission but such authorization is not a recommendation or endorsement of its suitability for any particular investor or class of investors. Investment involves risk and investor may lose the entire investment. Past performance is not indicative of future performance. The value of investment and the income from them can fluctuate and is not guaranteed. Investors may not get back the amount they invest. All charts, data, opinions, estimates and other information are provided as of the date of this document and may be subject to change without notice.

© 2015 Morningstar. All Rights Reserved. The information, data, analyses and opinions ("Information") contained herein: (1) include the proprietary information of Morningstar and Morningstar's third party licensors; (2) may not be copied or redistributed except as specifically authorised; (3) do not constitute investment advice; (4) are provided solely for informational purposes; (5) are not warranted to be complete, accurate or timely; and (6) may be drawn from fund data published on various dates. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use.

© 2015 Neuberger Berman Asia Limited. All rights reserved.

Important Notes

  • The Fund invests primarily in equity and equity-linked securities which are listed or traded on recognised markets and issued by companies that are incorporated or organized under the laws of, or that have a principal office in, the PRC, Hong Kong SAR, Macau SAR or Taiwan (the "Greater China Region").
  • The Fund is therefore exposed to investment, emerging markets, Chinese market, lower rated securities, currency, currency hedging and equity risks.
  • The Fund may use financial derivative instruments (FDI) for efficient portfolio management and hedging purposes. FDIs, however, will not be extensively used for investment purposes (including efficient portfolio management) nor for hedging purposes.
  • In respect of Distributing Shares, the Fund may at its discretion pay dividends out of the capital of the Fund. Dividends paid out of capital amount to a return or withdrawal of part of an investor's original investment or from any capital gains attributable to that original investment. Such dividends may result in an immediate decrease in the net asset value of the relevant shares.
  • Investors may be subject to substantial losses.
  • Investors should not solely rely on this document to make any investment decision. Please refer to the offering documents for details including the risk factors before making any investment decisions.
  • Please seek independent financial and professional advice if necessary.
  • Before you decide to invest, you should make sure the intermediary has explained to you that the fund is suitable for you.

Media Contact: 
Alex Samuelson, + 1-212-476-5392, Alexander.Samuelson@NB.com 
Elina Choy in Hong Kong at +852-3664-8835, Elina.Choy@nb.com

Source: Neuberger Berman
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