Wellington Global Credit Short Duration Fund EUR S AcH
Fund
ISIN IE000N3GY3E0 / Valor 13369094
NAV (2025-01-17)
EUR 10.38-0.01%
Wellington Global Credit Short Duration Fund EUR S AcH
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General Objective
The Fund seeks long-term total returns through capital appreciation and income. It is actively managed and primarily invests in investment grade global bonds, aiming to hold securities to their maturity unless their credit outlook deteriorates or better forecast return opportunities are identified.
Fund Exposure
The Fund invests in a diversified portfolio of investment grade corporate bonds globally, including securities issued by government, agency, supranational, or corporate issuers, as well as mortgage and other asset-backed securities. It may also use derivatives to hedge risk and for investment purposes. The Fund does not consider a benchmark during portfolio construction or for performance comparison purposes.
Risks
This Fund may not be suitable for investors planning to withdraw their money within five years. An investment in the Fund should not constitute a substantial proportion of an investment portfolio and may not be appropriate for all investors. Additionally, below investment grade securities are limited to 20% of the net assets of the Fund at the time of purchase.