Neuberger Berman 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 protection₂.







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
Seeks to deliver consistent monthly income while achieving attractive total returns
Agile and tactical portfolio management
Investment-grade rated portfolio
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.
About Our Fixed Income Platform
About Strategic Income Fund
Product Characteristics









Ashok Bhatia, CFA
Thanos Bardas, PhD
David M. Brown, CFA
Jon Jonsson, Managing Director, joined the firm in 2013. Jon is a Senior Portfolio Manager for the Global Investment Grade and Multi-Sector Fixed Income strategies. He is a member of the Fixed Income Investment Strategy Committee and the Fixed Income Multi-Sector Group. Prior to joining the firm, Jon was employed by J.P. Morgan for 15 years. Most recently he served as Head of the Global Aggregate Team at J.P. Morgan in London. Jon received a Master's in Financial Engineering from New York University and a BSc in Applied Mathematics from the University of Iceland.
As previously announced, Jon Jonsson will retire on December 31, 2025. Jon's portfolio management responsibilities will be transitioned over the course of 2025.
Adam Grotzinger, CFA
Robert Dishner


