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AU Strategic Income Fund

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Your Fixed Income Solution

NEUBERGER BERMAN STRATEGIC INCOME FUND (ARSN 633 772 255)
Why Neuberger Berman Strategic Income Fund?
Investing in the Neuberger Berman Strategic Income Fund (Fund)1 provides access to a diversified, multi-sector fixed income strategy that seeks high income and an attractive total return from flexible sector and intra-sector asset allocation across global fixed income markets.

The Fund aims to exploit mispriced sectors using a relative value approach and has a focus on downside protection2.
About Our Fixed Income Platform
About Strategic Income Fund
About Neuberger Berman

1 Neuberger Berman Strategic Income Fund (Fund) is an Australian managed investment scheme structured as a unit trust, which has been registered with ASIC (ARSN 633 772 255) and was launched in Australia on 1 July 2019. The Fund is a feeder fund into the AUD Z Distributing share class of the Neuberger Berman Investment Fund plc – Neuberger Berman Strategic Income Fund (Underlying UCITS Fund), which was launched in Europe in April 2013. 2 Investors’ capital is not guaranteed. Downside protection is incorporated in the Investment Strategy through the security selection process, portfolio construction techniques and ongoing risk management, with the aim of reducing the frequency and/or magnitude of losses.

Key Features
DIVERSIFIED & FLEXIBLE
Diversified, multi-sector fixed income strategy that invests across global fixed income markets

Flexible sector and intra-sector asset allocation that is adaptive to changing market conditions, based on conviction and a relative value approach
SEEKING ATTRACTIVE TOTAL RETURN & CONSISTENT MONTHLY INCOME 1
Seeks to deliver consistent monthly income while achieving attractive total returns
FOCUS ON DOWNSIDE PROTECTION 2
Agile and tactical portfolio management

1 Refer to the fund factsheet for monthly income figures. 2 Investors’ capital is not guaranteed. Downside protection is incorporated in the Investment Strategy through the security selection process, portfolio construction techniques and ongoing risk management, with the aim of reducing the frequency and/or magnitude of losses.



Platforms
Company Name
Investment Year: OriginationDate
Sector: asset type
Fund: total-commitment
Company Name
Investment Year: OriginationDate
Sector: asset type
Fund: total-commitment
Company Name
Investment Year: OriginationDate
Sector: asset type
Fund: total-commitment


Research House Ratings
Lonsec is positioned at the nexus of Australia’s financial advice and investment industry, enabling us to provide practical, actionable insights that add real value to investment and advice solutions.
Send Request - Financial Advisor Only
www.lonsec.com.au
Zenith’s managed funds research team is one of the largest nationally and has consistently been ranked as Australia’s leading research house over the past four years.
Research Report - March 2024
www.zenithpartners.com.au
Fund Documents

‘A Target Market Determination is a document which is required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.

Why Neuberger Berman for Fixed Income?
Neuberger Berman has been actively managing fixed income since 1981 and has capabilities spanning all fixed income sectors globally. The Neuberger Berman fixed income team includes 180+ dedicated investment professionals, operating on a globally integrated platform from 10 offices across 3 continents, and oversees more than US$207bn2 in assets under management.
GLOBALLY INTERGRATED PLATFORM
Continuous collaboration is at the center of our effort as it allows for the best of investment insights globally to be reflected in portfolios.
PROCESS-LED INVESTING
Our process combines macro inputs, relative value analysis and fundamental research to drive informed decision-making and consistent investment performance.
COMMITMENT TO RESEARCH
Fundamental research that integrates ESG considerations allows for a differentiated understanding of potential value and, more importantly, the risk of loss.
ESG
100% Fixed Income AUM evaluates ESG factors in fundamental credit research process.

As at March 31, 2024. 1 Neuberger Berman’s fixed income business traces its roots back to the 1981 formation of a predecessor firm, Lincoln Capital. 2 Includes public fixed income (US$186bn) and private credit (US$28bn) but excludes fixed income assets (US$6bn) managed by private wealth management and quantitative multi-asset class teams and includes broad mandate sleeves (US$5bn).

Insights
Webinar
Fixed Income Market Update
On February 13, Adam Grotzinger shared his views and key themes impacting Fixed Income markets.
VIEW NOW
Interview
October 12, 2023
Is fixed income back to playing defence?
In this interview, Adam Grotzinger discusses what could surprise investors over the next year.
VIEW NOW
Interview
October 12, 2023
Here’s the sweet spot for fixed income right now.
In this interview, Adam Grotzinger discusses how the fund is positioned and how to balance capital and income.
VIEW NOW
Strategic Income Investment Team
Ashok Bhatia, CFA
Co-Chief Investment Officer—Fixed Income
30 Years of Industry Experience
6 Years with Neuberger Berman
Brad Tank
Co-Chief Investment Officer and Global Head of Fixed Income
42 Years of Industry Experience
21 Years with Neuberger Berman
Jon Jonsson
Senior Portfolio Manager
28 Years of Industry Experience
10 Years with Neuberger Berman
Thanos Bardas, PhD
Senior Portfolio Manager and Global Co-Head of Investment Grade
26 Years of Industry Experience
26 Years with Neuberger Berman
David M. Brown, CFA
Senior Portfolio Manager and Global Co-Head of Investment Grade
33 Years of Industry Experience
21 Years with Neuberger Berman
Adam Grotzinger, CFA
Senior Portfolio Manager
20 Years of Industry Experience
9 Years with Neuberger Berman