Your Fixed Income Solution
The Fund aims to exploit mispriced sectors using a relative value approach and has a focus on downside protection2.
1 Neuberger Berman Strategic Income Fund (Fund) is an Australian managed investment scheme structured as a unit trust, which has been registered with ASIC (ARSN 633 772 255) and was launched in Australia on 1 July 2019. The Fund is a feeder fund into the AUD Z Distributing share class of the Neuberger Berman Investment Fund plc – Neuberger Berman Strategic Income Fund (Underlying UCITS Fund), which was launched in Europe in April 2013. 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.
Flexible sector and intra-sector asset allocation that is adaptive to changing market conditions, based on conviction and a relative value approach
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.
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Research Report - March 2022
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As at March 31, 2022. 1 Neuberger Berman’s fixed income business traces its roots back to the 1981 formation of a predecessor firm, Lincoln Capital. 2 Includes public fixed income (US$180bn) and private credit (US$16bn) but excludes fixed income assets (US$6bn) managed by private wealth management and quantitative multi-asset class teams and includes broad mandate sleeves (US$5bn).
Inflation vs Growth vs Recession