Wellington Responsible Values Multi-Sector Credit GBP S M1 DiH

The Fund seeks long-term total returns through income and capital appreciation. The Investment Manager actively manages the Fund by allocating its assets across a diversified portfolio of credit instruments, including emerging market debt, high yield debt, and bank loans, while adhering to responsible investment principles.

The Fund primarily invests in bonds issued by corporate, government, agency, or supranational issuers globally, bank loans, mortgage and asset-backed securities, convertible bonds, fixed income ETFs, and cash equivalents. It focuses on higher-yielding sectors of the credit market with no limitations on individual securities' credit quality, aiming for an average credit quality of B- or better. The Fund's average duration typically ranges between 2-6 years, and derivatives are used for risk management, volatility control, and investment purposes.

The Fund's strategy includes significant use of derivatives, which can impact performance. There is no benchmark considered during portfolio construction or for performance evaluation. The Fund also applies exclusions to companies involved in fossil fuels, controversial weapons, nuclear weapons, tobacco, and cannabis, while supporting companies addressing social and environmental challenges. Investors should be informed, have a long-term investment horizon, and be able to bear capital loss, as the Fund may not be suitable for all investors.

https://www.wellington.com/en-gb/institutional/funds/credit-income-fund