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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 (2026-07-14)
USD 8.53+0.17%

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 USD D Q1 Di
Wellington Opportunistic Fixed Income Fund USD D Q1 Di Wellington Opportunistic Fixed Income Fund USD D Q1 Di Valor: 51745332
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Annual Return

-50%0%+50%

Risk level

110
0.17%USD 8.55
Wellington Opportunistic Fixed Income Fund EUR S Q1 DiH
Wellington Opportunistic Fixed Income Fund EUR S Q1 DiH Wellington Opportunistic Fixed Income Fund EUR S Q1 DiH Valor: 52399508
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.17%EUR 7.41
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
0.17%EUR 9.49
Wellington Opportunistic Fixed Income Fund CAD S Acc
Wellington Opportunistic Fixed Income Fund CAD S Acc Wellington Opportunistic Fixed Income Fund CAD S Acc Valor: 11538188
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Annual Return

-50%0%+50%

Risk level

110
-0.44%CAD 11.51
Wellington Opportunistic Fixed Income Fund GBP S AcH
Wellington Opportunistic Fixed Income Fund GBP S AcH Wellington Opportunistic Fixed Income Fund GBP S AcH Valor: 54384077
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Annual Return

-50%0%+50%

Risk level

110
0.17%GBP 10.34
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
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Annual Return

-50%0%+50%

Risk level

110
0.17%USD 12.30
Wellington Opportunistic Fixed Income Fund USD N AC BRL H Cap
Wellington Opportunistic Fixed Income Fund USD N AC BRL H Cap Wellington Opportunistic Fixed Income Fund USD N AC BRL H Cap
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Annual Return

-50%0%+50%

Risk level

110
1.24%USD 14.85
Wellington Opportunistic Fixed Income Fund SGD D Q1 DiH
Wellington Opportunistic Fixed Income Fund SGD D Q1 DiH Wellington Opportunistic Fixed Income Fund SGD D Q1 DiH Valor: 52328390
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Annual Return

-50%0%+50%

Risk level

110
0.17%SGD 7.77
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
0.17%USD 11.22
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
0.17%EUR 9.49
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