Emerging Market Debt Sustainable Investment Grade Blend Fund
Broad Exposure to Emerging Market Debt with a High-Quality Bias
Exposure to the sizeable universe of investment grade rated emerging market bonds across hard and local currency with a high quality focus and sustainability objectives
A Robust, Active Research Process
Combines bottom-up analysis with proprietary coverage of 90+ EM countries and integration of ESG factors into the fund’s fundamental investment analysis with a top-down asset allocation framework
Experienced, Stable and Well-Resourced Team
Managed by a well-established investment team with a long-term track record in managing EMD strategies and a multi-site set-up to ensure local perspective is incorporated
This is a marketing communication in respect of the Neuberger Berman Emerging Market Debt Sustainable Investment Grade Blend Fund. Please refer to the fund prospectus and offering documents, including the Key Information Document (“KID”) or Key Investor Information Document (“KIID”) as applicable, 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 believes that Environmental, Social and Governance (“ESG”) factors, like any other factor, should be incorporated in a manner appropriate for the specific asset class, investment objective and style of each investment strategy.
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars and the bottom 10% receive one star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a retail mutual fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Ratings are ©2023 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
The ongoing charge figure (incl. management fee) is based on the annual expenses for the period ending 31 December 2022.
The fund’s benchmark name shown here may be abbreviated. Please refer to the supplement for the full benchmark name.
Rob Drijkoningen, Managing Director, joined the firm in 2013. Rob is a Co-Head of the Emerging Markets Debt team and Senior Portfolio Manager responsible for over $24.5 bn in AuM in EMD¹ and 34 investment professionals. Rob joined the firm after working at ING Investment Management for almost 18 years, most recently as the global co-head of the Emerging Markets Debt team responsible for managing over $16 billion in assets. In 1990, Rob began his career on the sell-side at Nomura and Goldman Sachs, after which he became senior investment manager for global fixed income at ING Investment Management. In 1997 he became global head of the Emerging Markets Debt team and in 2004 was named global head of the Emerging Markets Debt and High Yield teams. From 2007 through 2009 Rob created and led ING Investment Management’s Multi-Asset Group in Europe, managing mandates across asset classes including fixed income, equities, real estate and commodities. In 2009 he was appointed global head of emerging markets for both emerging markets equity and debt strategies. Rob earned his Macro-Economics degree from Erasmus University in Rotterdam and has authored numerous articles on emerging markets debt subjects. He is a member of DSI.
1. As of June 30, 2020
Vera Kartseva, CFA, Vice President, joined the firm in 2013. Vera is a Strategist on the Emerging Markets Debt team. In this role, Vera focuses on tactical asset allocation within EMD. Vera joined the firm from ING Investment Management where she held a similar role, and was also managing an EMD Opportunities fund, a blended strategy of hard and local currency debt. Prior to that, Vera was a quantitative analyst on the Multi-Asset Group of ING Investment Management, where she focused on Global Tactical Asset Allocation. Prior to working at ING Management, Vera worked for Saen Options, Amsterdam, as a junior quantitative researcher. Vera received a Bachelor’s degree in Applied Mathematics (cum laude) from the Kharkov National University of Radio Electronics, a Master’s degree in Information Management and a PhD in Economics and Business Administration from the Vrije Universiteit of Amsterdam. Vera has been awarded the Chartered Financial Analyst designation.
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