Skip to content
Select Your Location
View available investments and insights in your market
Americas
Europe and the Middle East
Asia Pacific

Strategic Income Fund

The content you are trying to access is not available for the global audience. It is available in Australia.
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

   
Income

Income

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

As of

Pricing/Performance

Daily Pricing as of --
--
NAV
--
Change
--
% Change

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.

Research Report (pdf) - Wholesale Investor Only
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.

Research Report
www.zenithpartners.com.au

Management Team

Ashok Bhatia, CFA
Deputy Chief Investment Officer—Fixed Income
27 Years of industry experience
3 Years with Neuberger Berman
Brad Tank
Chief Investment Officer—Fixed Income
39 Years of industry experience
17 Years with Neuberger Berman
Jon Jonsson
Senior Portfolio Manager—Global Fixed Income
25 Years of industry experience
6 Years with Neuberger Berman