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Alternatives Background
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Alternatives

Purpose Tactical Hedged Equity Fund

The purpose of this fund

  • Complements and diversifies overall equity exposure by actively selecting high-quality US stocks
  • Options-based hedging strategy to minimize drag in positive markets while providing material protection against a significant market decline.
  • Tax-efficient returns from its corporate class structure
Neuberger Berman - Logo

Managed by -

Neuberger Berman Breton Hill

ESG RatingWhat is ESG?
  • EEnvironmental
  • SSocial
  • GGovernance

ESG ratings, powered by Sustainalytics, evaluate a fund’s exposure to environmental, social, and governance risk factors as well as management efforts to mitigate underlying risks when possible. A lower score indicates low-risk exposure and transparent, active management.

FUND DETAILS

YIELD

N/A

MGMT FEE

NAV

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