Performance & Momentum
Strategic Analysis
Neuberger Berman Next Generation Connectivity Fund is a thematic closed-end fund that provides exposure to the essential building blocks of digitalization: 5G, cloud, semiconductors, and connectivity infrastructure. Its positioning is based on targeted access to a strategic value chain driven by structural demand for bandwidth, computing power, and network infrastructure.
- Exposure to well-identified long-term trends in connectivity and digital infrastructure
- Diversified basket of technology players, reducing dependence on a single sub-theme
- Performance profile supported by favorable momentum across multiple horizons
- High sensitivity to the technology cycle and market rotations
- Dependence on semiconductor valuations and investor appetite for growth assets
Momentum appears strong and clearly favorable, with recent performance confirming investor interest in advanced connectivity themes. The trend remains constructive over the medium and long term, suggesting the positioning is still supportive, but it may remain exposed to periods of volatility if the market becomes more selective on tech.
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