Wellington Blended Opportunistic Emerging Markets Debt Fund GBP S Q1 DiH
ISIN IE000G57M970 / Valor 13414281
Wellington Blended Opportunistic Emerging Markets Debt Fund GBP S Q1 DiH
UMushroom community rating:
General Objective
The Fund seeks long-term total returns through capital appreciation and income. It actively manages against a blended index of 50% JP Morgan Emerging Markets Bond Index Global - Global Diversified and 50% JP Morgan Government Bond Index - Emerging Markets Global Diversified, primarily investing in US Dollar and local currency denominated emerging markets bonds and currencies.
Fund Exposure
The Fund invests in bonds issued by government, sovereign, quasi-sovereign agency, supranational, or corporate issuers across multiple denominations and countries. It is diversified by country, currency, and issuer, but may hold concentrated positions from time to time. The Fund may actively manage its currency exposure to both emerging and developed markets. Average credit quality may be below investment grade.
Risks
The Fund is classified as a 4 on the risk and reward profile scale, indicating that over the past 5 years, the average amount by which returns varied each year was equal to or above 5% and less than 10%. Material risks not fully captured by the indicator include exposure to below investment grade securities, counterparty risk, credit risk, currency risk, and risks associated with derivatives.
Source
https://www.wellington.com/en-gb/intermediary/funds/blended-opportunistic-emerging-markets-debt-fund
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