Wellington Euro Credit ESG EUR E AccU header image

Wellington Euro Credit ESG EUR E AccU

Fund

ISIN LU2487773389 / Valor 12080612

NAV (2024-12-23)
EUR 10.74-0.10%

Wellington Euro Credit ESG EUR E AccU
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General Objective

The Wellington Euro Credit ESG Fund seeks long-term total returns in excess of the Bloomberg Euro Aggregate Corporate Index. The Fund primarily invests in euro-denominated corporate debt securities from issuers located around the world, applying an environmental, social, and governance (ESG) framework to investment decisions.

Fund Exposure

The Fund is actively managed and focuses on euro-denominated corporate debt securities. It applies an ESG framework to assess the impact of ESG activities on issuers' ability to repay debt. Exclusions are used to avoid issuers with poor ratings and those engaging in harmful environmental or social practices.

Risks

One of the risks associated with this fund is the geographic distribution below investment grade. Lower-rated or unrated securities may have a higher risk of default, be more volatile, less liquid, and involve higher transaction costs.

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Source

https://www.wellington.com/de-de/professionelle-anleger/unser-angebot/neues-wirtschaftliches-zeitalter/euro-credit-esg-fund

Tags:
esg corporate bonds bloomberg euro aggregate corporate index

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OTHER SHARE CLASSES OF THIS FUND

Wellington Euro Credit ESG EUR N AccU
Wellington Euro Credit ESG EUR N AccU Wellington Euro Credit ESG EUR N AccU Valor: 12080612
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Annual Return

-50%0%+50%

Risk level

110
-0.11%EUR 10.68
Wellington Euro Credit ESG EUR D AccU
Wellington Euro Credit ESG EUR D AccU Wellington Euro Credit ESG EUR D AccU Valor: 12080612
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.11%EUR 10.60
Wellington Euro Credit ESG EUR S AccU
Wellington Euro Credit ESG EUR S AccU Wellington Euro Credit ESG EUR S AccU Valor: 12080612
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.10%EUR 10.71
Wellington Euro Credit ESG GBP N AccH
Wellington Euro Credit ESG GBP N AccH Wellington Euro Credit ESG GBP N AccH Valor: 12080613
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.09%GBP 11.03
Wellington Euro Credit ESG Fund EUR DL AccU
Wellington Euro Credit ESG Fund EUR DL AccU Wellington Euro Credit ESG Fund EUR DL AccU Valor: 13407212
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Annual Return

-50%0%+50%

Risk level

110
-0.12%EUR 10.39