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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

Update on Russian Investments in Fixed Income Portfolios

Neuberger Berman stands with the people of Ukraine and those who are supporting the refugees of this tragedy. Across Neuberger Berman, we have very limited exposure to Russian investments. While we generally prefer engagement to blanket divestment, given current circumstances, we will not invest directly in Russian securities or assets, and we will eliminate our very modest remaining exposures as we are able.



Level 14, 500 Collins Street

Melbourne, Vic 3000, Australia.

Tel: +61 3 9649 0910



Suite 1015, Level 10, 20 Martin Place

Sydney NSW 2000




Product Characteristics

As of

Neuberger Berman Strategic Income Fund - W Class’s Target Market Determination is available here 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.


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Research Report - March 2022

Management Team

Ashok Bhatia, CFA
Deputy Chief Investment Officer—Fixed Income
29 Years of Industry Experience
4 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
8 Years with Neuberger Berman