Fund databaseInfrastructure

LIQID Infrastructure NXT

Neuberger Berman · LU3206470612

ELTIF 2.0 Infrastructure Luxembourg Article 8 8 share classes ↓ Secondaries Co-Investments Core / Core+

NAV · 31 Jul 20269.89 EUR
Fund currencyEUR
Income treatmentaccumulatingclass tracked, verified
Performance since Apr 2026-0.6%Class E EUR Acc
Ongoing costs2.06% p.a.
Min. investmentEUR 10,000
Redemptionquarterly
Risk (SRI)4 / 7

01Performance

Unit price (NAV) in EUR · share class E EUR Acc · 4 data points

9.89 EURNAV as at 31 Jul 2026
9.99.99.99.9Apr 2026May 2026Jun 2026Jul 2026
Source: Price feed from the management company all values documented from primary sources
since Apr 2026-0.6%

Returns calculated by semiliquid.info from the NAV series, not an official provider figure. Taxes and the trading costs of reinvestment are not taken into account. Past performance is not a reliable indicator of future results.

Provider figures

These come from the factsheet, the PRIIPs KID or the monthly report. They may relate to a different reference date, a different share class or a longer period than the series above — the series starts with the first documented unit price, not necessarily with the launch. That is why the values sometimes differ.

Target return per the provider: 8-10 % p.a. after costs and fees, 'of which 2-3 % p.a. as a distribution'; expressly not guaranteed. PRIIPs scenarios class E (EUR 10,000, 5 years): stress -6.49 % p.a. / unfavourable -0.04 % p.a. / moderate 10.07 % p.a. (EUR 16,160) / favourable 13.43 % p.a.; after 1 year moderate 8.20 %

Source: Presentation LU3206470612, footnote 7; KID 27 Nov 2025

Provider figure or KID scenario — not a forecast by semiliquid.info. Target returns are not guaranteed.

02Strategy & portfolio

What the fund does and how the portfolio is put together.

Launch year2025
Fund size
CurrencyEUR
Income treatmentboth
SFDRArticle 8
Recommended holding5 yrs
Liquidity buffer15.00%
Leverage limit160.00%

Risk indicator 4 of 7 from the key information document (1 = low, 7 = high); it captures liquidity risks only to a limited extent.

Portfolio breakdown

Broken down using semiliquid’s common taxonomy — provider labels are mapped onto shared categories so that funds can be compared. Only published figures are used; nothing is estimated.

Sector breakdown

Target range% of NAVas at 21 Aug 2026

Diversified, no sector breakdownThe provider reports the portfolio as a single position — no finer breakdown is published.
Source: Fondsdokumente des Anbieters (KID/Prospekt/Präsentation), qualitative Angabe ohne Prozentwerte — Belegzitate in den Spalten 'Text: Sektorfokus' und 'Text: Regionenfokus'

Geographic breakdown

Target range% of NAVas at 31 Aug 2026

North America45.0%
Europe45.0%
Other / unallocated10.0%
Source: LIQID — 'LIQID Infrastructure NXT — Produktinformationen' (Stand August 2026), S. 6 · Document

Strategy

Secondaries Co-Investments Core / Core+ Value-Add

Direct private infrastructure co-investments alongside leading infrastructure and private equity firms (Macquarie, Brookfield, Stonepeak, Antin and others); target allocation of approximately 25 % each to Core, Core-Plus, Value-Add and opportunistic; opportunistically also secondary purchases of EU AIF units

Portfolio composition

Core ~25 %, Core-Plus ~25 %, Value-Add ~25 %, opportunistic ~25 %, liquidity ~15 % (target allocation). Co-investment strategy: no management fee or profit share payable to the infrastructure/private equity funds alongside which the investments are made (no double layer of fees at target-fund level)
Source: Presentation LU3206470612, product overview and costs chapter

03Costs

The basis is the PRIIPs KID of the share class we track — which makes it comparable across providers.

Management fee1.80%
Total ongoing costs2.06%
Entry charge max.0.00%
Redemption fee0.00%
Performance fee10.00%
Hurdle rate6.00%
High-water marknot documented

In context: ongoing costs

This fund
2.06%
Median Infrastructure
2.10%

Median across 19 funds in this asset class in our database, based on the PRIIPs KID. No statement about quality — cost structures differ depending on the strategy and on target-fund layers.

How the performance fee works

Deal-by-deal carried interest: 'The profit share is calculated separately for each Infrastructure NXT transaction and accrues after investors have received a preferred return of 6.00 % p.a. on their pro rata participation in the transaction.' Payment to the fund manager 'upon the sale of the relevant holding' - that is, only on realisation, not on a NAV/total-return basis
Source: Presentation LU3206470612, footnote 11 and costs chapter; KID 27 Nov 2025

Costs per the key information document

PRIIPs KID share class E EUR (as at 27 Nov 2025): management fees and other administrative/operating costs 2.06 % p.a. (EUR 206 per EUR 10,000) + transaction costs 0.09 % p.a. (EUR 9) + carried interest 0.91 % p.a. (EUR 91). Total costs EUR 307 on exit after 1 year and EUR 2,067 on exit after 5 years; annual cost impact (RIY) 3.1 % in the first year and 3.1 % p.a. over 5 years. KID note: average return over the recommended holding period 13.2 % before costs and 10.1 % after costs.
Source: KID_LU3206470612_E-EUR-Acc_2025-11-27, 'Costs over time' and 'Composition of costs' (now Class E instead of Class S)

04Subscription & entry

How you get into the fund, and on what terms.

Subscriptionmonthly
Minimum investmentEUR 10,000 – EUR 50 by class
Entry chargeup to 0.00%
Rec. holding period5 years

Subscription per the document

Monthly ('Subscription: monthly'; sale/matching on the monthly dealing day)

Source: Presentation LU3206470612, product overview

05Redemption & liquidity

Semi-liquid means redemption only on fixed dates, with notice periods and upper limits. This is how it works for this fund — in the order the redemption process runs.

Units can be redeemed quarterly; notice must be given 90 days before the date; on each date the fund redeems at most 5 % of fund assets; for the first 24 months after subscription no redemption is possible.

1 · Lock-up24 months from subscription
2 · Notice period90 days before the date
3 · Redemption datequarterly
4 · Gatemax. 5 % per date
5 · Payout18 days after the date

The gate caps redemptions at 5 % of fund assets per date. If more investors want out at the same time, orders are scaled back pro rata or deferred to the next date.

From the notice being received to the money reaching your account: typically around 108 to 200 days — depending on how far away the next redemption date is. If the gate bites or redemptions are suspended, it can take considerably longer.

Redemption per the document

Quarterly after the end of the ramp-up phase ('After the end of the ramp-up phase, redemptions of units by the fund may, subject to legal changes, be permitted on a quarterly cycle'). Presentation: 'After the ramp-up phase, at any time with effect from the end of the next quarter' - example: a disposal notified on 15 December takes place on 31 March. During the ramp-up phase, only matching with newly entering investors on the monthly dealing day

Source: KID 27 Nov 2025; Presentation, chapter 'Purchase, sale and redemption'

Gate per the document

5 % of the net asset value of the units in issue per calendar quarter, aggregated across all share classes, measured at the end of the preceding quarter; the presentation adds: '5 per cent of the fund size per quarter, or 20 per cent per year'. In exceptional circumstances (severe market dislocation) a temporary further restriction is possible; restrictions apply pro rata to all redemptions in the quarter concerned. Release additionally depends on the liquidity analysis of the AIFM and of the portfolio managers as at the relevant redemption date

Source: KID 27 Nov 2025; Presentation, footnotes 6 and 9

Notice period

At least 90 days: 'These sale orders must be sent to the administrator at least 90 days before the relevant unit redemption date.'

Source: KID_LU3206470612_E-EUR-Acc_2025-11-27

Lock-up

Ramp-up phase of two (2) years from the first subscription closing, during which redemptions of units by the fund are NOT permitted; expected to end in Q2 2028. The ramp-up phase may end earlier at the discretion of the management, or be extended by a further year. During the ramp-up phase, an exit is possible only via matching (sale to newly entering investors)

Source: KID 27 Nov 2025; Presentation, footnote 8

Liquidity score: 3.1 of 5

Redemption frequency
3 / 5 · 40 %
Gate / redemption cap
3 / 5 · 25 %
Notice period
2 / 5 · 20 %
Redemption fee
5 / 5 · 15 %

The score measures only the contractual redemption mechanics (the higher, the more flexible) — not whether the fund actually stays liquid under stress. Weightings in per cent.

06Share classes

8 classes known. All cost and risk figures on this page apply to LU3206470612. Minimum investment by class EUR 10,000 – EUR 50.

ISINStatusMin. investmentOngoing costsSRI
LU3206470612basis of this pageEUR 10,0002.06%4/7
LU3217584104documentedEUR 10,0001.61%4/7
LU3206470885documentedEUR 10,0002.06%4/7
+ 2 more share classes
ISINStatusMin. investmentOngoing costsSRI
LU3206471008documentedEUR 5,0002.06%4/7
LU3206471180documentedEUR 5,0000.80%4/7
Note on the classes
8 classes per the April 2026 prospectus (E, E1, D, D1, FO, L and S plus one further ISIN). Management fee up to 1.80 %, class L 0.54 %. Minimum investment 10,000, subsequent subscriptions 50. Quarterly redemptions after the ramp-up phase. The ISINs are assigned via the KID list: D = LU3206470885, FO = LU3206471008, L = LU3206471180, S = LU3217584104 (seed class); only E1 and D1 have no public ISIN. Ongoing costs for the five classes with an ISIN: E, D and FO 2.06 % each, L 0.80 %, S 1.61 %; no entry charge; SRI 4, recommended holding period 5 years. The KID figures confirm the estimates in the prospectus.

07Fund details & verification

Who stands behind the fund, who it is authorised for — and what the figures rest on.

AIFM / management company

Neuberger Berman AIFM S.a r.l., 31-33 rue Sainte Zithe, L-2763 Luxembourg (also the PRIIP manufacturer), supervised by the CSSF. Fund manager: Neuberger Berman. Investment adviser to the sub-fund: LIQID Asset Management GmbH. Further partners according to the presentation: Neuberger Berman, Upvest, Luther

Source: KID_LU3206470612_E-EUR-Acc_2025-11-27; Presentation

Depositary

Brown Brothers Harriman (Luxembourg) S.C.A. ('BBH'), 80 Route d'Esch, L-1470 Luxembourg - also central administrator and transfer agent

Source: KID_LU3206470612_E-EUR-Acc_2025-11-27

Launch date

No launch date in the KID; KID preparation date 27 November 2025. Term: 50 years from the first subscription closing, extendable by up to three periods of one year each. Presentation: ramp-up phase 'expected to last until the end of the second quarter of 2028'

Source: KID_LU3206470612_E-EUR-Acc_2025-11-27; Presentation, undated

BaFin database

Listed as “NB Alternative Funds SICAV S.A. - LIQID Infrastructure Fund NXT“ · fund type: EU/foreign ELTIF, open-ended, all investors · ID 70161524

Source: ESMA ELTIF register (Art. 3(3) ELTIF Regulation), as at 31 Jul 2026

Eligible investors

'The units are intended for suitable retail investors who (i) have sufficient experience and theoretical knowledge to assess the risk of an investment in private equity funds; (ii) are able to maintain an investment in a fund with limited redemption rights; (iii) have a long-term investment horizon; (iv) have sufficient resources to bear any losses ... and (v) are prepared to take medium risk.' No obligation to make additional contributions ('Obligation to make additional contributions: none')

Source: KID 27 Nov 2025, Intended retail investor; Presentation

Distribution authorisation

Germany

Fee layers / double charging

Predominantly a single fee layer: the sub-fund makes DIRECT co-investments alongside leading infrastructure and private equity firms and generally takes minority stakes - which largely removes the classic target-fund double charging. Additional layers: (1) opportunistic secondary purchases of units in EU AIFs (fees of those target funds arise there); (2) investment adviser LIQID Asset Management GmbH alongside the AIFM Neuberger Berman AIFM S.a r.l. (remuneration included in the ongoing costs). Fund-level costs of class E are disclosed separately at 0.36 % p.a.

All figures come from our analysis of provider documents (product data as at 19 Aug 2026, distribution data as at 12 Aug 2026) and have not been conclusively verified.

Similar funds

Same asset class, sorted by overlap of sub-strategy — no recommendation, no ranking.

Important information. semiliquid.info does not provide investment advice and makes no recommendation to buy, sell or hold fund units — no ranking, no offer, no invitation to subscribe. Only the prospectus and the key information document (PRIIPs KID) of the respective fund are authoritative. We give no warranty for the accuracy, completeness or currency of the information. Semi-liquid funds invest in illiquid assets: redemptions are possible only to a limited extent and can be capped, deferred or suspended; there is a risk of total loss. Past performance is not a reliable indicator of future results. Read the prospectus and the key information document before making an investment decision and seek professional advice where appropriate.