Wellington Global Total Return Fund (UCITS) GBP N AcH
Fund
ISIN LU0975809525 / Valor 22522827
NAV (2025-01-13)
GBP 11.31+0.04%
Wellington Global Total Return Fund (UCITS) GBP N AcH
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The Wellington Global Total Return Fund (UCITS) seeks absolute returns above a cash benchmark over the medium to long term. The Investment Manager will actively manage the Fund, seeking to achieve the objective by investing, directly or via derivatives, in a diversified global portfolio of fixed income strategies driven by extensive fundamental research and quantitative models.
Fund Exposure
The fund is exposed to a diversified global portfolio of fixed income strategies, with a focus on extensive fundamental research and quantitative models. The ICE BofA 3-Month US Treasury Bill Index serves as the cash benchmark for the fund.
Risks
Investors should be aware that the fund carries risks, including the potential for capital loss. Past performance does not predict future returns, and fluctuations in interest rates, credit risk, and market volatility can impact the fund's performance. It is important for investors to carefully consider these risks before making investment decisions.