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Wellington Opportunistic Fixed Income Fund EUR S AcH header image

Wellington Opportunistic Fixed Income Fund EUR S AcH

Fund

ISIN IE00BG062T24 / Valor 40698385

NAV (2025-12-11)
EUR 9.23+0.30%

Wellington Opportunistic Fixed Income Fund EUR S AcH
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The Wellington Opportunistic Fixed Income Fund actively manages a diverse portfolio of fixed income securities from multiple regions, including both investment-grade and high-yield bonds. It employs flexible strategies by taking long and short positions and utilizing derivatives to navigate various market conditions. By not being restricted to a specific benchmark, the fund can explore a wide range of opportunities across different types of bonds and fixed income instruments to aim for annual returns of 5-7%.

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Tags:
active management bloomberg global aggregate index global bonds

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OTHER SHARE CLASSES OF THIS FUND

Wellington Opportunistic Fixed Income Fund USD DL Ac
Wellington Opportunistic Fixed Income Fund USD DL Ac Wellington Opportunistic Fixed Income Fund USD DL Ac Valor: 40893103
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Annual Return

-50%0%+50%

Risk level

110
0.31%USD 11.11
Wellington Opportunistic Fixed Income Fund USD S Q1 Di
Wellington Opportunistic Fixed Income Fund USD S Q1 Di Wellington Opportunistic Fixed Income Fund USD S Q1 Di Valor: 52399507
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Annual Return

-50%0%+50%

Risk level

110
0.32%USD 8.74
Wellington Opportunistic Fixed Income Fund SGD S Q1 DiH
Wellington Opportunistic Fixed Income Fund SGD S Q1 DiH Wellington Opportunistic Fixed Income Fund SGD S Q1 DiH Valor: 52399511
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Annual Return

-50%0%+50%

Risk level

110
0.29%SGD 7.81
Wellington Opportunistic Fixed Income Fund USD T Ac
Wellington Opportunistic Fixed Income Fund USD T Ac Wellington Opportunistic Fixed Income Fund USD T Ac Valor: 39613194
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Annual Return

-50%0%+50%

Risk level

110
0.32%USD 12.71
Wellington Opportunistic Fixed Income Fund EUR N AcH
Wellington Opportunistic Fixed Income Fund EUR N AcH Wellington Opportunistic Fixed Income Fund EUR N AcH Valor: 40893100
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Annual Return

-50%0%+50%

Risk level

110
0.30%EUR 9.45
Wellington Opportunistic Fixed Income Fund USD D Ac
Wellington Opportunistic Fixed Income Fund USD D Ac Wellington Opportunistic Fixed Income Fund USD D Ac Valor: 38878055
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Annual Return

-50%0%+50%

Risk level

110
0.32%USD 11.63
Wellington Opportunistic Fixed Income Fund EUR D AcH
Wellington Opportunistic Fixed Income Fund EUR D AcH Wellington Opportunistic Fixed Income Fund EUR D AcH Valor: 40893095
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.30%EUR 9.47
Wellington Opportunistic Fixed Income Fund GBP N AcH
Wellington Opportunistic Fixed Income Fund GBP N AcH Wellington Opportunistic Fixed Income Fund GBP N AcH Valor: 45323754
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Annual Return

-50%0%+50%

Risk level

110
0.31%GBP 11.19
Wellington Opportunistic Fixed Income Fund USD S Ac
Wellington Opportunistic Fixed Income Fund USD S Ac Wellington Opportunistic Fixed Income Fund USD S Ac Valor: 38878037
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.32%USD 12.21
Wellington Opportunistic Fixed Income Fund USD N Ac
Wellington Opportunistic Fixed Income Fund USD N Ac Wellington Opportunistic Fixed Income Fund USD N Ac Valor: 38878050
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.32%USD 12.10
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