Neuberger Berman Strategic Income Fund USD A Accumulating ClassRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.2 | 3.1 | 0.6 | 2.2 | 2.2 |
![]() | +/-Cat | 1.4 | 2.5 | -1.2 | 1.6 | -0.3 |
![]() | +/-B’mrk | 0.0 | 3.8 | 2.7 | 2.8 | 1.2 |
Category: USD Flexible Bond | ||||||
Category Benchmark: Morningstar US Core Bd TR USD |
Key Stats | ||
NAV 13/08/2024 | USD 12.82 | |
Day Change | 0.02% | |
Morningstar Category™ | USD Flexible Bond | |
ISIN | IE00B87L2R26 | |
Fund Size (Mil) 14/08/2024 | USD 3553.01 | |
Share Class Size (Mil) 14/08/2024 | USD 652.38 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 17/02/2023 | 1.13% |
Morningstar Research |
Analyst Report | 19/07/2024 Max Curtin, Analyst Morningstar, Inc |
Neuberger Berman Strategic Income’s proven leadership executes its robust, value-driven process by drawing upon diverse supporting resources. It retains a Morningstar Analyst Rating of Bronze on its clean share class, while other share classes... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Neuberger Berman Strategic Income Fund USD A Accumulating Class |
Maximize total return from high current income and long-term capital appreciation by opportunistically investing in a diversified mix of fixed rate and floating rate debt securities under varying market environments with a focus on downside protection. The Portfolio will invest primarily in debt securities issued by US corporations or by the US government and its agencies. Such securities will be listed, dealt, or traded on Recognised Markets and may be rated investment grade or below investment grade or non-rated by Recognised Rating Agencies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jon Jonsson 31/03/2019 | ||
Bradley Tank 29/12/2017 | ||
Click here to see others | ||
Inception Date 11/02/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg US Agg Bond TR USD | Morningstar US Core Bd TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Neuberger Berman Strategic Income Fund USD A Accumulating Class | 31/05/2024 |
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