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Global High Yield Sustainable Action Fund

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Funds > Fixed Income > Global High Yield Sustainable Action Fund

Global High Yield Sustainable Action Fund

An actively managed portfolio of global high yield securities that meet sustainable investment criteria, with an emphasis on active engagement with every issuer.

  • Engagement objectives aligned with the Sustainable Development Goals established and monitored for each issuer
  • Incorporates both positive sustainability investment prioritization and negative exclusion criteria
  • Systematically evaluates material environmental, social and governance (ESG) factors, targeting best in class issuers
  • Employs a long-standing, disciplined and repeatable credit research and risk management process
  • Highly experienced team of six fund managers supported by five ESG and impact-investing specialists. The team further leverages the resources and support of 170 fixed income specialists based across three continents, with offices in North America, Europe and Asia
  • Diversified best ideas portfolio comprising typically 90-150 issuers

For more information on the ‘Towards Sustainability’ initiative, please go to: www.towardssustainability.be

    For more information on the ‘Towards Sustainability’ initiative, please visit: www.towardssustainability.be.


This is a marketing communication in respect of the Neuberger Berman Global High Yield Sustainable Action Fund. Please refer to the prospectus of the fund and to the KIID before making any final investment decisions. Investors should note that by making an investment they will own shares in the fund, and not the underlying assets.

The fund complies with the Sustainable Finance Disclosure Regulation (the “SFDR”) and is classified as an Article 8 SFDR fund. Neuberger Berman take sustainability and the promotion of Environmental, Social, Governance (“ESG”) very seriously and incorporates them into our investment process. For more information on sustainability-related aspects pursuant to SFDR please visit ESG Investing section on www.nb.com/europe. When making the decision to invest in the fund, investors should take into account all the characteristics or objectives of the fund as described in the legal documents..

Key risks

Market Risk: The risk of a change in the value of a position as a result of underlying market factors, including among other things, the overall performance of companies and the market perception of the global economy.
Liquidity Risk: The risk that the portfolio may be unable to sell an investment readily at its fair market value. In extreme market conditions this can affect the portfolio’s ability to meet redemption requests upon demand.
Derivatives Risk: The portfolio is permitted to use certain types of financial derivative instruments (including certain complex instruments). This may increase the portfolio’s leverage significantly, which may cause large variations in the value of your share.
Credit Risk: The risk that bond issuers may fail to meet their interest repayments, or repay debt, resulting in temporary or permanent losses to the portfolio.
Interest Rate Risk: The risk of interest rate movements affecting the value of fixed-rate bonds.
Emerging Markets Risk: Emerging markets are likely to bear higher risk due to a possible lack of adequate financial, legal, social, political and economic structures, protection and stability as well as uncertain tax positions, which may lead to lower liquidity.
Counterparty Risk: The risk that a counterparty will not fulfil its payment obligation for a trade, contract or other transaction on the due date.
Operational Risk: The risk of direct or indirect loss resulting from inadequate or failed processes, people and systems, including those relating to the safekeeping of assets or from external events.
Currency Risk: Investors who subscribe in a currency other than the base currency of the portfolio are exposed to currency risk. Fluctuations in exchange rates may affect the return on investment. If the base currency of the portfolio is different from your local currency, then you should be aware that due to exchange rate fluctuations, the performance shown may increase or decrease if converted into your local currency.

RISK AND REWARD PROFILE

For full information on the risks please refer to the fund prospectus and KIID

For full information on the risks please refer to the fund prospectus and KIID

For full information on the risks please refer to the fund prospectus and KIID.


PAST PERFORMANCE DOES NOT PREDICT FUTURE RETURNS

Fund performance is representative of the share class specified in the Fund Facts section and has been calculated to account for the deduction of fees. Fund performance does not take account of any commission or costs incurred by investors when subscribing for or redeeming shares. Investors who subscribe in a currency other than the base currency of the Fund should note that returns may increase or decrease as a result of currency fluctuations. The fees and charges paid by the Fund will reduce the return on your investment. Where a benchmark is shown, the benchmark shown is provided in the base currency of the fund and therefore may not be a fair representative comparison to the hedged share classes denominated in other currencies. The difference in the currency exposure and currency fluctuations in an unhedged benchmark may cause an unintended differential in any performance or risk comparison. The Fund is actively managed, which means that the investments are selected at the discretion of the investment manager. The Fund does not have a benchmark.

Pricing/Performance

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Neuberger Berman Global High Yield Sustainable Action Fund USD I Accumulating Class - - - - - - - - 4.99 -12.07

Product Characteristics

As of

Management Team

Joe Lind
Co-Head of US High Yield & Senior Portfolio Manager
23 Years of Industry Experience
4 Years with Neuberger Berman
Christopher Kocinski, CFA
Co-Head of US High Yield & Senior Portfolio Manager
17 Years of Industry Experience
16 Years with Neuberger Berman
Simon Matthews
Senior Portfolio Manager
22 Years of Industry Experience
3 Years with Neuberger Berman