Wellington Global Credit Short Duration Fund EUR S AcH header image

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.

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Source

https://www.wellington.com/en-lu/institutional/funds/global-credit-short-duration-fund

Tags:
global bonds investment grade bonds

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Wellington Global Credit Short Duration Fund USD S AcU
Wellington Global Credit Short Duration Fund USD S AcU Wellington Global Credit Short Duration Fund USD S AcU Valor: 13372554
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110
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Wellington Global Credit Short Duration Fund GBP T AcH
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Wellington Global Credit Short Duration Fund USD D AcU
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Wellington Global Credit Short Duration Fund USD T AcU
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Wellington Global Credit Short Duration Fund GBP S AcH
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0.01%GBP 13.18
Wellington Global Credit Short Duration Fund GBP S Q1 DiH
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Annual Return

-50%0%+50%

Risk level

110
0.01%GBP 10.39