Neuberger-Wealth-Management.com Introduces Actively Managed Global Minimum Volatility Fund


Posted May 4, 2015 by app88eal

Neuberger and Co. Wealth Management today launched the Neuberger and Co. Wealth Management® Global Minimum Volatility Fund, which offers two low-cost share classes—Investor Shares and Admiral Shares.

 
The new actively managed equity fund seeks to provide long-term capital appreciation with lower volatility relative to the global equity markets. Unlike a traditional active fund that seeks to outperform the market on an absolute basis, this fund is constructed to offer broad market exposure with a lower degree of share price fluctuations. Neuberger and Co. Wealth Management expects the fund to appeal to investors seeking to lower the volatility of the equity portion of a well-diversified, balanced portfolio.

"Neuberger and Co. Wealth Management Global Minimum Volatility Fund features the traditional characteristics of Neuberger and Co. Wealth Management funds—low cost, diversification, and a disciplined approach. To be clear, however, the new offering will experience some level of volatility and periods of return variance, potentially considerable, from the broad market, along with the risks generally associated with global equity investing," Neuberger and Co. Wealth Management CEO, Nan Li Wenjen said.

Neuberger and Co. Wealth Management's Equity Investment Group will be the sole manager of the fund. The group has considerable experience and expertise in managing quantitative mandates, serving as an investment advisor. The group serves as investment advisor to twelve actively managed Neuberger and Co. Wealth Management equity funds.

The advisor will employ quantitative models to evaluate the securities in the fund's benchmark, in order to construct a global equity portfolio that seeks to achieve the lowest amount of expected volatility subject to a set of reasonable constraints designed to foster portfolio diversification and liquidity.

About Neuberger and Co. Wealth Management
Neuberger and Co. Wealth Management (Neuberger-Wealth-Management.com) is a premium Hong Kong financial advisor. More than 150,000 private investors and financial services organizations worldwide turn to Neuberger and Co.
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Last Updated May 4, 2015