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Strategic Income Fund

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Australian Trusts > Fixed Income > Strategic Income Fund

Strategic Income Fund

A flexible, multi-sector fixed income strategy that seeks attractive risk-adjusted results by investing across the entire bond market with a focus on exploiting mispriced sectors

  • Attractive return potential is the result of investment insights and judgment applied to portfolios in a risk-controlled framework
  • Multiple alpha sources include asset allocation, sector rotation, country positioning, security selection, currency management, and interest rate/duration decision

About the Fund

  • A flexible, multi-sector bond fund that seeks consistent risk-adjusted income by investing in global fixed income

  • Conviction based, relative value approach to asset allocation

Key Features

Diversified multi-sector bond portfolio

Sector allocationand security selection

Sector allocation and security selection


Invests exclusively in bonds

   Flexible sector and intra-sector asset allocation that is adaptive to changing market conditions

Investment Grade rated portfolio1

   Well resourced research teams driving security selection alpha

Well diversified with no structural biases



Strong track record

Strong track record


Seeks to deliver consistent income while minimizing volatility and drawdown


The strategy3 has delivered positive returns in 14 of the last 16 years4


Distributes monthly income2


Demonstrated delivery of positive returns in volatile markets including the Global Financial Crisis.


Product Characteristics

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Daily Pricing as of --
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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.

Research Report (pdf) - Wholesale Investor Only

Zenith’s managed funds research team is one of the largest nationally and has consistently been ranked as Australia’s leading rel="noopener noreferrer" research house over the past four years.

Research Report

Management Team

Ashok Bhatia, CFA
Deputy Chief Investment Officer—Fixed Income
28 Years of Industry Experience
3 Years with Neuberger Berman
Brad Tank
Chief Investment Officer—Fixed Income
40 Years of Industry Experience
18 Years with Neuberger Berman
Jon Jonsson
Senior Portfolio Manager—Global Fixed Income
26 Years of Industry Experience
7 Years with Neuberger Berman