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Wellington Opportunistic Fixed Income Fund USD S Q1 Di header image

Wellington Opportunistic Fixed Income Fund USD S Q1 Di

Fund

ISIN IE00BKX9V228 / Valor 52399507

NAV (2025-11-19)
USD 8.74-0.13%

Wellington Opportunistic Fixed Income Fund USD S Q1 Di
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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 EUR S AcH
Wellington Opportunistic Fixed Income Fund EUR S AcH Wellington Opportunistic Fixed Income Fund EUR S AcH Valor: 40698385
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Annual Return

-50%0%+50%

Risk level

110
-0.14%EUR 9.23
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.14%EUR 9.46
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
-0.14%USD 11.11
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
-0.14%SGD 7.82
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
-0.14%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
-0.14%EUR 9.48
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
-0.14%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
-0.13%USD 12.20
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
-0.13%USD 12.10
Wellington Opportunistic Fixed Income Fund CAD S AcH
Wellington Opportunistic Fixed Income Fund CAD S AcH Wellington Opportunistic Fixed Income Fund CAD S AcH Valor: 45679991
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.14%CAD 10.84
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