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Strategic Income Fund

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Australian Trusts > Fixed Income > Strategic Income Fund

Strategic Income Fund

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 protection.

About the Fund

  • A diversified, multi-sector fixed income strategy that seeks high income and an attractive total return

  • The Fund aims to exploit mispriced sectors using a relative value approach and has a focus on downside protection2.


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. 2Investors’ 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.3A 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.

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.

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Research

 
Lonsec

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.

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www.lonsec.com.au
 
Zenith

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.

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www.zenithpartners.com.au

Management Team

Ashok Bhatia, CFA
Deputy Chief Investment Officer—Fixed Income
29 Years of Industry Experience
5 Years with Neuberger Berman
Brad Tank
Chief Investment Officer—Fixed Income
41 Years of Industry Experience
19 Years with Neuberger Berman
Jon Jonsson
Senior Portfolio Manager—Global Fixed Income
27 Years of Industry Experience
9 Years with Neuberger Berman
Thanos Bardas, PhD
Co-Head of Global Investment Grade Fixed Income
24 Years of Industry Experience
24 Years with Neuberger Berman
David M. Brown, CFA
Co-Head of Global Investment Grade Fixed Income
31 Years of Industry Experience
19 Years with Neuberger Berman
Adam Grotzinger, CFA
Senior Portfolio Manager
19 Years of Industry Experience
7 Years with Neuberger Berman