NB Global Corporate Income Trust
About this Fund
|FUND MANAGER||Neuberger Berman Australia|
|ASSET CLASS||LISTED INVESTMENT COMPANY|
|INVESTMENT STYLE||NBI provides investors with exposure to the high yield bonds of large and liquid companies globally.|
|INVESTMENT PROFILE||NBI aims to provide a consistent and stable income stream paid via monthly distributions, while achieving an attractive level of total return over a full market cycle.|
|NO. OF HOLDINGS||250-350|
Benefits of investing in NBI
NBI aims to provide Unitholders with the following benefits:
About the Fund
The NB Global Corporate Income Trust (ASX:NBI) was listed on the ASX in September 2018. NBI provides investors with exposure to the high yield bonds of large and liquid companies globally.
The investment objective of NBI is to provide its Unitholders with a consistent and stable income stream paid via monthly distributions, while achieving an attractive level of total return (income plus capital appreciation) over a full market cycle.
The Investment Team's strategy for the Trust is to invest in and actively manage a portfolio of high yield corporate bonds issued by companies located globally across both developed and emerging markets, with a strong emphasis on capital preservation by focusing on higher quality within the Global High Yield Market, large and more liquid companies and by avoiding companies with deteriorating financials.
In implementing the Investment Strategy, the Investment Team adheres to a disciplined and repeatable investment process which involves the following four core elements:
How we invest your money
In constructing the Portfolio, the Investment Team adopts a top-down investing approach. A top-down approach involves focusing on broader economic and market cycle themes in attempting to identify the regions, countries within regions and industries that are believed most likely to outperform the broader market.
Generally, the Manager is currently authorised to invest the Trust in all debt securities represented in the Index and their equivalents as determined by the Manager. Specifically, those investments include:
Issue / Issuer