Neuberger Berman Sustainable Equity Fund Class C (NRACX)

Overview

The fund represents a specialized investment vehicle focusing primarily on the acquisition of common stocks from mid- to large-capitalization companies that not only adhere to the fund's stringent financial criteria but also embody strong environmental, social, and governance (ESG) principles. Under the guidance of seasoned portfolio management, the fund adopts a fundamental research-driven strategy for selecting stocks and constructing its portfolio, placing a significant emphasis on the long-term sustainability issues deemed financially material by the portfolio manager. This non-diversified fund distinctively concentrates its investments, aiming to generate value for investors who are keen on supporting companies displaying responsible governance and sustainable practices.

Products and Services

• Common Stocks Investment

  The core offering of the fund is its concentrated investment in common stocks of mid- to large-cap companies that pass a rigorous evaluation of both financial performance and adherence to ESG criteria. This focus targets investors interested in sustainable equity growth through responsible investing.

• Quality Oriented Financial and ESG Criteria Assessment

  Utilizing a meticulously crafted set of financial and ESG standards, the fund screens potential investments to ensure they align with both profitability expectations and principles of environmental stewardship, social responsibility, and ethical governance. This dual-focus filter aims to identify companies positioned for long-term success and positive societal impact.

• Research-Driven Stock Selection and Portfolio Construction

  The investment approach is anchored in deep fundamental research, guiding the selection of stocks and the assembly of the portfolio. By focusing on long-term sustainability issues that have a material financial impact, the portfolio manager seeks to uncover investment opportunities that offer both competitive returns and contribute to a sustainable future.

• Focus on Long-Term Sustainability

  Emphasizing sustainability, the fund aims to invest in companies that are not only currently profitable but are also operating in a manner that ensures their ability to sustain profitability and growth over the long term. This approach reflects the belief that companies addressing their environmental and social impacts are better positioned for enduring success.