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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 go to: www.towardssustainability.be.

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.

Pricing/Performance

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Product Characteristics

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Management Team

Joe Lind
Senior Portfolio Manager
22 Years of Industry Experience
2 Years with Neuberger Berman
Christopher Kocinski, CFA
Senior Portfolio Manager
16 Years of Industry Experience
14 Years with Neuberger Berman