Wellington Global Credit ESG Fund USD N AccU
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General Objective
The Fund seeks long-term total returns in excess of a custom Bloomberg Global Aggregate Corporate Index composed of investment grade corporate bonds denominated in US Dollars, Euros, and Sterling, with a focus on active management and ESG considerations.
Fund Exposure
The Fund primarily invests in a diversified portfolio of investment grade corporate bonds of global issuers, with potential exposure to government or supranational issuers, mortgage and asset-backed securities, as well as derivatives. The Fund is generally diversified by country, currency, sector, and issuer, with a top-down analysis approach and ESG framework applied to investment decisions.
Risks
The Fund may not be suitable for investors with a short-term investment horizon, as it aims for long-term total returns. Additionally, the use of derivatives for risk management and investment purposes can impact performance, and the Fund's focus on ESG considerations may lead to exclusions based on environmental or social harm criteria.