Two leading Research Houses, Lonsec and Zenith, have maintained their “Recommended” and “Approved” ratings (respectively) for the Neuberger Berman Absolute Return Multi Strategy (ARMS) Trust.

The Neuberger Berman ARMS Trust is administered in the Australian market by the OneVue Group.

Lonsec says the Trust is managed by stable team of experienced investors, who Lonsec believes have a strong alignment of interest with (ARMS) investors.

“Relative to Lonsec rated peers in the Fund of Hedge Funds sub-sector, the Trust offers investors a greater level of liquidity (daily) and transparency at the lowest total fee load.

“While the Trust has only been recently established, the underlying ARMS Fund has a longer track record,” the Lonsec review notes.

The Zenith review says that it Zenith is supportive of Neuberger Berman’s blended quantitative and qualitative approach to make manager selection decisions.

“The portfolio construction process is an output of Neuberger Berman’s top-down analysis and determines the optimal weights to each strategy and the underlying manager combination.

“Neuberger Berman adopts a dynamic and iterative process to manager selection, screening its universe of 3,500 managers sourced from NB’s industry network.

“This enables the team to focus their due diligence efforts on a reduced set of hedge funds that have outperformed their benchmarks,” the Zenith review says.

The ARMS Trust is a diversified alternatives, multi strategy option, that seeks absolute returns through an active allocation to a select group of best of breed alternative investment managers, diversified across strategy types and geographies.

Its investment strategy was first launched by Neuberger Berman in the United States in May 2012 and then in Europe in October 2013. Globally it has US$2.2 billion funds under management at 31 July 2015. ARMS is managed by Neuberger Berman’s Hedge Fund Solutions team, comprising over 60 individuals based in New York and London who have been managing hedge fund solutions since 2002.

OneVue Head of Investment Management, Alex Wise said “Neuberger Berman are market leaders in liquid alternatives investments, and we are delighted that the Neuberger Berman ARMS Trust has maintained these ratings. OneVue continues to achieve success in the responsible entity market and as a wider fund services provider and we are proud to work with Neuberger Berman in this regard.”

Source: OneVue

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