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Wellington credit total return fund

Credit total return

Wellington credit income fund

Credit income fund

Over 95 years in active fixed income investing

Fixed income

Elevate your investments with Unique perspectives

Elevate your investments
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our unique perspective on income investing:

differentiate quality within higher yielding opportunities

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Navigate volatile markets

Global markets have remained volatile amid uncertain monetary policy outlook, stubbornly high inflation, and ongoing geopolitical tensions. ​

 

To help navigate risks, many investors have turned their attention to investments that can potentially generate consistent income and total returns.

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Differentiate quality yield

Income investing may seem like a straightforward enough concept. ​

 

However, some may not realise that investing for income is not simply about “chasing yield” — in part because the highest-yielding assets may not always be the most attractive due to potential liquidity risks. 

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Stay active and flexible

Robust, yet flexible and multi-faceted solutions could allow investors to capture overlooked pockets of income and return opportunities, even under volatile market conditions.

stay active with our income solutions

Wellington Credit Income Fund

F.I.R.E. up your core

  • Flexible allocation: Seeks to diversify across global credit instruments with average quality typically at investment-grade rating ^
  • Income-oriented: Distributing share classes aim to pay dividend on a monthly basis *
  • Research-driven approach: Leveraging the multi-sector credit expertise of Wellington’s fixed income platform
  • Enhance return potential: Offers opportunistic positions in niche sectors

Wellington Multi-Asset High Income Fund

D.I.G. deep to seek consistent income

  • Dynamically managed: Seeks to control volatility and manage downside risks
  • Income-oriented: Distributing share classes aim to pay dividend on a monthly basis * 
  • Global multi-asset approach: Diversified across equities, fixed income and complementary income-producing assets such as equity-covered call options

^ The weighted-average credit quality of the Fund will typically be investment grade, i.e. rated at or above Baa3 by Moody’s, BBB- by Standard & Poor’s or BBB- by Fitch.

Our experts' views on income investing

wellington - your trusted partner in income investing

Our offering is designed to help meet clients’ differing goals, and our investment approaches span across global markets and multiple asset classes. Each solution is underpinned by extensive proprietary research and a collaborative culture of idea sharing and stress testing at global scale.

USD 1 T+

client assets under management
Fixed Income English
Fixed income

USD 450 B+

assets managed firmwide

Broad range of strategies that invest across the full spectrum, leveraging expertise from macro, credit and currency specialists.

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Multi-asset

USD 175 B+

assets managed firmwide

Our specialists within the multi-asset team focus on creating balanced solutions to address income needs.

All figures are for the Wellington Management Group of companies as at 30 June 2024.

Since opening our first office in Singapore over 25 years ago, we have expanded our network across Asia and are now based in Shanghai, Hong Kong, Singapore, Tokyo and Sydney.

About Us- Wellington Asia English

Related Insights

Past results are not necessarily indicative of future results and an investment can lose value. Funds returns are shown net of fees. Source: Wellington Management

© 2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Overall Morningstar Rating for a fund is derived from a weighted average of the three, five, and ten year (if applicable) ratings, based on risk-adjusted return. Past performance is no guarantee of future results. 

The content within this page is issued by Wellington Management Singapore Pte Ltd (UEN: 201415544E) (WMS). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Information contained on this website is provided for information purposes and does not constitute financial advice or recommendation in any security including but not limited to, share in the funds and is prepared without regard to the specific objectives, financial situation or needs of any particular person.   

Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk.  The price and value of investments is not guaranteed. The value of the shares of the funds and the income accruing to them, if any,  and may fall or rise. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. Investors should read the prospectus and the Product Highlights Sheet of the respective fund and seek financial advice before deciding whether to purchase shares in any fund. Past performance or any economic trends or forecast, are not necessarily indicative of future performance. Some of the funds described on this website may use or invest in financial derivative instruments for portfolio management and hedging purposes. Investments in the funds are subject to investment risks, including the possible loss of the principal amount invested. None of the funds listed on this website guarantees distributions and distributions may fluctuate and may be paid out of capital. Past distributions are not necessarily indicative of future trends, which may be lower. Please note that payment of distributions out of capital effectively amounts to a return or withdrawal of the principal amount invested or of net capital gains attributable to that principal amount. Actual distribution of income, net capital gains and/or capital will be at the manager’s absolute discretion. Payments on dividends may result in a reduction of NAV per share of the funds. The preceding paragraph is only applicable if the fund intends to pay dividends/ distributions.  Performance with preliminary charge (sales charge) is calculated on a NAV to NAV basis, net of 5% preliminary charge (initial sales charge). Unless stated otherwise data is as at previous month end. 

Subscriptions may only be made on the basis of the latest prospectus and Product Highlights Sheet, and they can be obtained from WMS or fund distributors upon request.  

This material may not be reproduced or distributed, in whole or in part, without the express written consent of Wellington Management. 

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