back to funds

Equity

U.S. Banks Income & Growth Fund

The purpose of this fund

Efficient and broad exposure to US financial stocks, enhanced with covered calls to generate a higher yield.

  • Diversified exposure to regional banks, diversified financials and insurance companies
  • Disciplined portfolio-selection strategy emphasizes fundamentals, valuation, growth and quality
  • Active covered-call writing strategy on up to 25% of the portfolio enhances income and reduces risk
Neuberger Berman - Logo

Managed by -

Neuberger Berman Canada