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TERMS AND CONDITIONS OF USE

Please read the information below. By accessing this web site of Thornburg Investment Management, Inc. ("Thornburg" or "we"), you acknowledge that you understand and accept the following terms and conditions of use.

Disclaimers

Products or services mentioned on this site are subject to legal and regulatory requirements in applicable jurisdictions and may not be licensed or available in all jurisdictions and there may be restrictions or limitations to whom this information may be made available. Unless otherwise indicated, no regulator or government authority has reviewed the information or the merits of the products and services referenced herein. Past performance is not a reliable indicator of future performance. Investments carry risks, including possible loss of principal.

Reference to a fund or security anywhere on this website is not a recommendation to buy, sell or hold that or any other security. The information is not a complete analysis of every material fact concerning any market, industry, or investment, nor is it intended to predict the performance of any investment or market.

All opinions and estimates included on this website constitute judgements of Thornburg as at the date of this website and are subject to change without notice.

All information and contents of this website are furnished "as is." Data has been obtained from sources considered reliable, but Thornburg makes no representation as to the completeness or accuracy of such information and has no obligation to provide updates or changes. Thornburg disclaims, to the fullest extent of the law, any implied or express warranty of any kind, including without limitation the implied warranties of merchantability, fitness for a particular purpose and non-infringement.

If you live in a state that does not allow disclaimers of implied warranties, our disclaimer may not apply to you.

Although Thornburg intends the information contained in this website to be accurate and reliable, errors sometimes occur. Thornburg does not warrant that the information to be free of errors, that the functions contained in the site will be uninterrupted, that defects will be corrected or that the site and servers are free from viruses or other harmful components. You agree that you are responsible for the means you use to access this website and understand that your hardware, software, the Internet, your Internet service provider, and other third parties involved in connecting you to our website may not perform as intended or desired. We also disclaim responsibility for damages third parties may cause to you through the use of this website, whether intentional or unintentional. For example, you understand that hackers could breach our security procedures, and that we will not be responsible for any related damages.

Thornburg Investment Management, Inc. is regulated by the U.S. Securities and Exchange under U.S. laws which may differ materially from laws in other jurisdictions.

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Certain website's content has been obtained from sources that Thornburg believes to be reliable as of the date presented but Thornburg cannot guarantee the accuracy, timeliness, completeness, or suitability for use of such content. The content does not take into account individual investor's circumstances, objectives or needs. The content is not intended as an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or any investment management services, nor does it constitute investment advice and should not be used as the basis for any investment decision.

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No determination has been made regarding the suitability of any securities, financial instruments or strategies for any investor. The website's content is provided on the basis and subject to the explanations, caveats and warnings set out in this notice and elsewhere herein. The website's content does not purport to provide any legal, tax or accounting advice. Any discussion of risk management is intended to describe Thornburg's efforts to monitor and manage risk but does not imply low risk.

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Thornburg Investment Management Signs Distribution Agreement with Fundsgate in Switzerland

16 Jun 2022
8 min read

Thornburg announced an agreement with Fundsgate to distribute existing and new Thornburg UCITS investment funds to professional investors in Southern Switzerland.

Lugano, Switzerland, 16 June 2022 – Fundsgate SA, an independent fund selector and distributor based in Switzerland, and Thornburg Investment Management (“Thornburg”), a U.S.-based global investment firm that oversees CHF 42,8 billion1 in assets as of 30 April 2022, today announced an agreement in which Fundsgate will focus on the distribution of existing and new Thornburg UCITS investment funds to professional investors in Southern Switzerland.

With Fundsgate’s distribution experience in Southern Switzerland, this agreement will complement and expand Thornburg’s current distribution capabilities in Europe and aim to increase the managed assets in Thornburg’s UCITS funds.

Under the agreement, Fundsgate will market and distribute the following strategies: Thornburg Strategic Income Fund (global, flexible fixed income fund); Thornburg Limited Term Income Fund (U.S. investment-grade bond fund); Thornburg Investment Income Builder Fund (income-oriented multi-asset fund); Thornburg Global Opportunities Fund (quality valuation-oriented equity fund); Thornburg International Equity Fund (global ex-U.S. equity fund); and Thornburg Developing World Fund (global emerging markets equity fund).

“The distribution agreement with Fundsgate furthers Thornburg’s growing global presence,” said Chris Elsmark, head of Europe & Middle East distribution. “We are pleased that Fundsgate has selected the high added value and distinctively unconstrained Thornburg UCITS investment strategies for their Swiss clients.”

Andrej Carpani, CIO & Co-founder of Fundsgate, said, “This agreement represents a new strategic partnership between Fundsgate and Thornburg, a prestigious name in global investment management. With a diverse range of investment solutions, we believe Thornburg’s approach, particularly focused on income generation, is highly differentiated.”

“As the first non-European (US-based) asset manager to be represented in the Fundsgate portfolio, Thornburg represents a significant step in our growth. We believe the consistency of the firm’s investment style, its integration of ESG considerations in its investment process, and its track record and 40-year history will appeal to family offices and fund selectors in Switzerland,” said Christian Barozzi, CEO & Co-founder of Fundsgate.

About Thornburg

Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, multi-asset solutions and sustainable investments. With CHF 42,8 billion1 in client assets as of 30 April 2022, the firm offers mutual funds, closed-end funds, institutional accounts, separate accounts for high-net-worth investors and UCITS funds for non-U.S. investors.

As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to strive for consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg’s investment platform and team are aligned on strategy to serve investors.

Thornburg’s U.S. headquarters is in Santa Fe, New Mexico with offices in London, Hong Kong and Shanghai. For more information, visit www.thornburg.com.

About Fundsgate

Fundsgate SA is an independent fund selector and distributor based in Switzerland. It has a team with over 15 years of experience and expertise in the field of fund distribution. Fundsgate acts as a third-party marketer specializing in selecting investment ideas and providing innovative solutions to its clients. It offers products from a select base of asset managers across a broad spectrum of asset classes and provides direct access to funds managed by some of the world’s best asset managers.

Media Contact, Thornburg:
Michael Corrao, Director of Global Communications
+1 505 467 5345
mcorrao@thornburg.com

Media Contact, Fundsgate:
Olga Maksymova Poretti,  Marketing & Client Relationship Manager
+41 91 921 09 88
om@fundsgate.ch

lmportant lnformation

Administrator: State Street Fund Services (Ireland) Limited | ThornburgTA@statestreet.com | +353.1.242.5580

Distributor: Thornburg Investment Management, United States | contactglobal@thornburg.com | +1.855.732.9301

This is directed to INVESTMENT PROFESSIONALS AND INSTITUTIONAL INVESTORS ONLY and is not intended for use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to the laws or regulations applicable to their place of citizenship, domicile, or residence.

The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management Incorporated. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.

This is not a solicitation or offer for any product or service, nor is it a complete analysis of every material fact concerning any market, industry, or investment. Data has been obtained from sources considered to be reliable. The Thornburg makes no representations as to the completeness or accuracy of such information and has no obligation to provide updates or changes. Thornburg does not accept any responsibility and cannot be held liable for any person’s use of or reliance on the information and opinions contained herein.

Thornburg is regulated by the U.S. Securities and Exchange Commission under U.S. laws, which may differ materially from laws in other jurisdictions. Any entity or person forwarding this to other parties takes full responsibility for insuring compliance with applicable securities laws in connection with its distribution.

The Funds are sub-funds of Thornburg Global Investment plc (“TGI”), an open-ended investment company with variable capital constituted as an umbrella fund with segregated liability between sub-funds, authorized and regulated by the Central Bank of Ireland (“CBI”) as an Undertaking for Collective Investments in Transferable Securities (“UCITS”). Authorization of TGI by the CBI is not an endorsement or guarantee by the CBI nor is the CBI responsible for the contents of any marketing material or the Fund’s prospectus, supplement or applicable Key Investor Information Document (“KIID”). Authorization by the CBI shall not constitute a warranty as to the performance of TGI and the CBI shall not be liable for the performance of TGI.

This does not constitute or contain an offer, solicitation, recommendation or investment advice with respect to the purchase of the Funds described herein or any security. The Fund’s shares may not be sold to citizens or residents of the United States or in any other state, country or jurisdiction where it would be unlawful to offer, solicit an offer for, or sell the shares. For information regarding the jurisdictions in which the Fund is registered or passported, please contact Thornburg at contactglobal@thornburg.com or +1.855.732.9301.

Fund shares may be sold on a private placement basis depending on the jurisdiction. This should not be used or distributed in any jurisdiction, other than in those in which the Fund is authorized, where authorization for distribution is required. Thornburg is authorized by the Fund to facilitate the distribution of shares of the Fund in certain jurisdictions through dealers, referral agents, sub-distributors and other financial intermediaries. Any entity forwarding this, which is produced by Thornburg in the United States, to other parties takes full responsibility for ensuring compliance with applicable securities laws in connection with its distribution.

The Funds are offered solely to non-U.S. investors under the terms and conditions of the Fund’s current Prospectus.

Before investing, investors should review the Fund’s full prospectus and supplement, together with the applicable KIID and the most recent annual and semi-annual reports. Copies of these documents may be obtained free of charge from State Street Fund Services (Ireland) Limited, by visiting www.thornburgglobal.com or by contacting the local paying or representative agent or local distributor in the jurisdictions in which the Fund is authorized for distribution.

Investments carry risks, including possible loss of principal. Additional risks may be associated with investments in emerging markets, including currency fluctuations, illiquidity, volatility, and political and economic risks. Investments in small- and mid-capitalization companies may increase the risk of greater price fluctuations. Investments in the Fund are not insured, nor are they bank deposits or guaranteed by a bank or any other entity.

Past performance is no guarantee of future results.

No securities commission or regulatory authority has in any way passed upon the merits of an investment in the Fund or the accuracy or adequacy of this information or the material contained herein or otherwise.

Neither this nor the Offering Documents have been approved in any jurisdiction where the Fund has not been registered for public offer and sale. This information is not, and under no circumstances is to be construed as the Offering Documents, a public offering or an offering memorandum as defined under applicable securities legislation. Application for shares may only be made by way of the Fund’s most recent Offering Documents.

Outside the United States

For the European Union: This is a marketing communication. KBA Investments Limited is licensed in terms of the Investment Services Act (Cap 370) as an Investment Firm and is regulated by the Malta Financial Services Authority (Authorisation ID KIL2-IF-16174). KBA Investments Limited is a sub-distributor in certain countries in the European Union for Thornburg Global Investment plc on behalf of sub-distributor Thornburg Investment Management Limited, registered in England and Wales, no: 08533188. For the full list of EU countries, please visit the MFSA Financial Services Register at www.mfsa.mt/financial-services-register.

Registered Office: Trident Park, Notabile Gardens, No 2 – Level 3, Zone 2, Central Business District, Birkirkara, Malta

For Denmark: The Fund is only available to professional investors.

For Germany: The local information agent is GerFIS – German Fund Information Service UG (Haftungsbeschränkt), which may be contacted at Zum Eichhagen 4, 21382 Brietlingen, Germany.

For Italy: The Fund is only available to professional investors.

For Luxembourg: The local paying and representative agent is CACEIS Bank, Luxembourg Branch, which may be contacted at 5 Allée Scheffer, 2520 Luxembourg.

For Norway: The Fund is only available to professional investors.

For Spain: The local representative is Allfunds Bank, S.A., which may be contacted at Estafeta, 6, La Moraleja, Complejo Plaza de la Fuente, Alcobendas, Madrid.

For Sweden: The local paying agent is Skandinaviska Enskilda Banken (publ) AB, which may be contacted at Kungsträdgårdsgatan 8 SE-106 40 Stockholm.

For United Kingdom: This communication is issued by Thornburg Investment Management Ltd. (“TIM Ltd.”) and approved by Robert Quinn Advisory LLP which is authorised and regulated by the UK Financial Conduct Authority (“FCA”). TIM Ltd. is an appointed representative of Robert Quinn Advisory LLP. This material constitutes a financial promotion for the purposes of the Financial Services and Markets Act 2000 (the “Act”) and the handbook of rules and guidance issued from time to time by the FCA (the “FCA Rules”).

This material is for information purposes only and does not constitute an offer to subscribe for or purchase any financial instrument. TIM Ltd. neither provides investment advice to, nor receives and transmits orders from, persons to whom this material is communicated nor does it carry on any other activities with or for such persons that constitute “MiFID or equivalent third country business” for the purposes of the FCA Rules. All information provided is not warranted as to completeness or accuracy and is subject to change without notice.

This communication is exclusively intended for persons who are Professional Clients or Eligible Counterparties for the purposes of the FCA Rules and other persons should not act or rely on it. This communication is not intended for use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.

1 Includes US $42 billion in assets under management and US $2 billion in assets under advisement as of 30 April 2022 and at a conversation rate of 0.97 Swiss franc per U.S. dollar.

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