XXXXX | Neuberger Berman Strategic Income Fund

Why Invest

A multi-sector fixed income strategy that seeks high income and an attractive total return from flexible sector and intra-sector asset allocation across global fixed income markets.

Diversified & flexible

Diversified, multi-sector fixed income strategy that invests across global fixed income markets

Flexible sector and intra-sector asset allocation that is adaptive to changing market conditions, based on conviction and a relative value approach

Seeking attractive total return & consistent monthly income1

Seeks to deliver consistent monthly income while achieving attractive total returns

Focus on downside protection2

Agile and tactical portfolio management

Investment-grade rated portfolio

Fixed Income Market Update Webinar | August 2026

Manager Market Update


In our latest Market Update video Adam Grotzinger, Senior Portfolio Manager, shared his insights on the key themes for fixed income markets and opportunities in the current landscape.

0:00

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.

0:00
About Our Fixed Income Platform
0:00
About Strategic Income Fund

Performance & Exposures

Average Annual Total Returns

Platforms

AMP North
Logo Test
CFS FirstWrap
HUB24
mlc expand
Macquarie
Netwealth
Praemium
Xplore Wealth

Research Ratings

Lonsec Research - Recommended
Zenith Recommended

Awards

2025 Fund Manager of the Years Awards
2025 Zenith Fund Awards

Pictured platforms, ratings and the Zenith Fund Award apply only to the Neuberger Berman Strategic Income Fund – W Class.

Documentation

Fund Literature - 5 documents

Fund Literature Documents Listing and Download
Download

Portfolio Management Team

Related Insights

Equity Trustees Limited (ABN 46 004 031 298, AFSL 240 975), is the Responsible Entity for the Neuberger Berman Strategic Income Fund.

1 Neuberger 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 Investment Fund plc – Neuberger Strategic Income Fund (Underlying UCITS Fund), which was launched in Europe in April 2013.

2Investors’ 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.

*A Target Market Determination is a document which is required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.

Lonsec Disclaimer

The rating issued 7/10/2025 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2026 Lonsec. All rights reserved.

Zenith Disclaimers

Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 23 October 2025 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://www.zenithpartners.com.au/zenith-fund-awards-2025.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned ETL1411AU 03/2025) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners. com.au/RegulatoryGuidelines.

Certain products and services may not be available in all jurisdictions or to all client types. The information provided herein is not directed at any investor or category of investors and is provided solely as general information about our products and services and to otherwise provide general investment education. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as Neuberger Berman Group LLC (and its affiliates, “Neuberger”) is not undertaking to provide impartial investment advice, act as an impartial adviser, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement investor, contact your financial advisor or other non-Neuberger fiduciary about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances.

More information on awards is available here.

This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.

Neuberger strives to provide individuals with disabilities equal access to our services, including through an accessible website. If you have questions, comments, or encounter any difficulty using our site, please call us at +1 212 476 9000.

Illustration(s) may have been generated by AI.

©2009-2026 Neuberger Berman Group LLC. All rights reserved.