XXXXX | Global Bond Fund

Effective 4th August 2026, the fund's name was updated to reflect the firm's rebranding from Neuberger Berman or NB to Neuberger.

This is a marketing communication in respect of the Neuberger Global Bond 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.

This Fund meets the requirements of Article 8 of the SFDR, further information is available in the Fund's documents section below.

Why Invest

Seeks attractive total return through a relative value approach to investing in global investment grade fixed income markets

An Active Approach to Address Today’s Fixed Income Markets

Designed to incorporate a more diverse scope of investment grade fixed income sectors than the index

Multiple Alpha Sources Across Core Fixed Income Markets

Seeks to add value through active security selection, currency and duration management

Broad, Globally Integrated Platform

Supported by a breadth of global fixed income investment professionals, using structured decision-making processes, designed to ensure key investment insights are shared across the platform

Fund Facts

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 fund may be unable to sell an investment readily at its fair market value. In extreme market conditions this can affect the fund’s ability to meet redemption requests upon demand.

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.

Concentration Risk: The fund's investments may be concentrated in a small number of investments and its performance may therefore be more variable than the performance of a more diversified fund.

Derivatives Risk: The Fund is permitted to use certain types of financial derivative instruments (including certain complex instruments). This may increase the Fund’s leverage significantly which may cause large variations in the value of your share. (Investors should note that the Fund may achieve its investment objective by investing principally in Financial Derivative Instruments (FDI)). Certain investment risks apply in relation to the use of FDI. The use of leverage can amplify both gains and losses, which may result in a significant or a total loss of the fund’s value in adverse market conditions.

Currency Risk: Investors who subscribe in a currency other than the base currency of the fund are exposed to currency risk. Fluctuations in exchange rates may affect the return on investment. Where past performance is shown it is based on the share class to which this webpage relates. If the currency of this share class 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.

 

For full information on the risks please refer to the fund prospectus and offering documents, including the KID or KIID, as applicable.

Performance & Exposures

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 Benchmark is used for performance comparison purposes. The fund's investment policy restricts the extent to which the fund's holdings may deviate from the benchmark, but the fund is not exclusively limited to the securities of the benchmark.

Returns & Distributions

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Stewardship & Sustainability

The ongoing charge figure (incl. management fee) is based on the annual expenses for the period ending 31 December 2025.

The fund’s benchmark name shown here may be abbreviated. Please refer to the supplement for the full benchmark name.

Portfolio Management Team

Documents

View Legal Documentation

Fund Literature - 17 documents

Fund Literature Documents Listing and Download
Document NameShare ClassLanguageDateDownload
IEnglishSeptember 2026
IEnglishSeptember 2026
IEnglishSeptember 2026
IEnglishSeptember 2026
IFrenchSeptember 2026
IFrenchSeptember 2026
IGermanSeptember 2026
IItalianSeptember 2026
ISimplified ChineseSeptember 2026
ISpanishSeptember 2026
ISpanishNovember 2024
EnglishDecember 2025
EnglishSeptember 2026
EnglishSeptember 2026
EnglishSeptember 2026
EnglishSeptember 2026
EnglishSeptember 2026

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