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Subjects: Award, Mutual Fund

American Beacon SiM High Yield Opportunities Fund Honored by the Lipper Fund Awards


American Beacon Advisors, Inc. ("American Beacon"), an experienced provider of investment advisory services to institutional and retail markets, announced today that the American Beacon SiM High Yield Opportunities Fund (R5 Class: SHOIX) has been honored as a LSEG Lipper Fund Awards U.S. 2024 Winner for multiple time periods, including "Best Global High Yield Fund Over Three Years," "Best Global High Yield Fund Over Five Years" and "Best Global High Yield Fund Over 10 Years." The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months as of November 30, 2023.

Fund

 

Category

 

Time Period

American Beacon SiM High Yield Opportunities Fund ? R5 Class

 

Global High Yield Fund

 

3 years (out of 22 portfolios and 85 share classes)

American Beacon SiM High Yield Opportunities Fund ? R5 Class

 

Global High Yield Fund

 

5 years (out of 20 portfolios and 79 share classes)

American Beacon SiM High Yield Opportunities Fund ? R5 Class

 

Global High Yield Fund

 

10 years (out of 17 portfolios and 64 share classes)

Paul Cavazos, senior vice president and chief investment officer of American Beacon, said: "We're pleased to be recognized by the LSEG Lipper Fund Awards. When it comes to analyzing fund performance, these awards are considered the gold standard. As we continue to deliver high-quality service to our clients, we are honored to receive acknowledgments from such a respected industry benchmark."

The Fund's strategy is built on long-term secular trends and themes with a high-conviction portfolio that combines both top-down and bottom-up analysis to better understand industry dynamics. Its sub-advisor, Strategic Income Management (SiM), is an independent and 100% employee-owned company dedicated to providing superior high-yield investment management for institutional clients. The Fund benefits from SiM's unique approach, which combines a core portfolio comprised of non-cyclical, low-capital intensive businesses well-suited for high leverage with opportunistic investments in out-of-favor industries with dislocations but long-term viability, as well as non-traditional, high-yield investments.

Gary Pokrzywinski, CFA®, co-lead portfolio manager for the Fund and founder of SiM, said: "We are excited to celebrate this recognition of the American Beacon SiM High Yield Opportunities Fund. Our firm takes pride in our differentiated approach to high-yield investing ? one that is index agnostic, high conviction and counter cyclical, and we are flattered to see our strategy highlighted by these awards."

To learn more about the American Beacon SiM High Yield Opportunities Fund, visit American Beacon at www.americanbeaconadvisors.com. To learn more about the awards, go to www.lipperfundawards.com.

About American Beacon Advisors

American Beacon Advisors, Inc., an investment affiliate of Resolute Investment Managers, Inc., is an experienced provider of investment advisory services to institutional and retail markets. Established in 1986, American Beacon Advisors serves defined benefit plans, defined contribution plans, foundations, endowments, corporations and other institutional investors, as well as retail clients. The firm also provides corporate cash management and fixed-income separate account management. American Beacon Advisors manages the American Beacon Funds, a series of competitively priced mutual funds. The Funds employ a "manager of managers" investment style and currently include international and domestic equity, fixed income and money market funds. As of December 31, 2023, American Beacon Advisors had approximately $57.4 billion in assets under management. For more information, visit www.americanbeaconadvisors.com.

About the American Beacon SiM High Yield Opportunities Fund

You should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus and summary prospectus contain this and additional information regarding the Fund. To obtain a prospectus or summary prospectus for the Fund, contact your financial advisor, call 800.967.9009 or visit americanbeaconfunds.com. The prospectus and summary prospectus should be read carefully before investing.

Important Information: Past performance is no guarantee of future results. Investments in high-yield securities (commonly referred to as "junk bonds"), including loans, CLOs, restricted securities and floating-rate securities, are subject to greater levels of credit, interest rate, market and liquidity risks than investment-grade securities. Interest rate risk is the risk that debt securities will decrease in value with increases in market interest rates. Credit risk is the risk that the issuer of a bond will fail to make timely payment of interest or principal; the decline in an issuer's credit rating can cause the price of its bonds to go down. To the extent the Fund invests more heavily in particular sectors, its performance will be sensitive to factors affecting those sectors. Consumer Staples companies are sensitive to commodities and energy prices, availability of underlying commodities, and government regulation. Investing in foreign and emerging market securities may involve heightened risk due to currency fluctuations and economic and political risks. Investing in derivative instruments involves liquidity, credit, interest rate and market risks. Geopolitical and other events have led to market disruptions causing adverse changes in the value of investments broadly. Changes in value may be temporary or may last for extended periods. Please see the prospectus for a complete discussion of the Fund's risks. There can be no assurances that the investment objectives of this Fund will be met.

The American Beacon Funds are distributed by Resolute Investment Distributors, Inc.

American Beacon is a registered service mark of American Beacon Advisors, Inc. American Beacon Funds and American Beacon SiM High Yield Opportunities Fund are service marks of American Beacon Advisors, Inc.

The Chartered Financial Analyst® ("CFA®") designation is a globally recognized mark of distinction that attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management, research analysis and professional integrity.

Disclaimer

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.

About LSEG Lipper Fund Awards

For more than 30 years and in over 17 countries worldwide, the highly-respected LSEG Lipper Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focus the investment world on top-funds. The merit of the winners is based on entirely objective, quantitative criteria. This coupled with the unmatched depth of fund data, results in a unique level of prestige and ensures the award has lasting value. Renowned fund data and proprietary methodology is the foundation of this prestigious award qualification, recognizing excellence in fund management. Find out more at www.lipperfundawards.com.

Notes to Editors

The LSEG Lipper Fund Awards do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. LSEG Lipper Fund Awards designations are for information purposes only. LSEG Lipper is not responsible for the accuracy, reliability or completeness of the information obtained to calculate the awards. Consequently, LSEG Lipper will not be liable for any loss or damage resulting from information obtained from Lipper or any of its affiliates. Past performance is not a guarantee of future results. Recipients should not make an investment decision based on this information.

DVQ2-PRESS-2024 | 03/24



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