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WHY WELLINGTON CREDIT TOTAL RETURN FUND?
DIFFERENTIATED APPROACH
Unconstrained, bottom-up investment approach, combined with a top-down risk assessment framework. A focus on identifying securities with a higher probability of generating outsized returns more frequently.
DYNAMIC ROTATION
The Fund tactically rotates between credit and US Treasuries, owning credit when there is perceived value in doing so, and seeking safety in US Treasuries and cash when valuations appear stretched.
DISTINCTLY SIMPLE
A focused, long-only cash and bond fund seeking long-term total returns through sector and security selection. Our universe is made up of US Treasuries, corporates and select emerging market debt.
FEATURED VIDEOS
Learn more about portfolio manager Connor Fitzgerald’s investment philosophy and insights.
DISCLOSURES
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
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