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WHY WELLINGTON CREDIT INCOME FUND?
F.I.R.E. up your fixed income core portfolio
Flexible allocation
Seeks to deliver a broadly diversified portfolio of global credit instruments, capitalising on the multi-sector credit expertise from our portfolio managers
Income-oriented
Focuses on higher-yielding assets to seek regular income, while maintaining an average credit quality of typically investment-grade rating
Research-driven approach
Investment process leverages the breadth of Wellington’s fixed income platform to integrate specialist insights into the portfolio
Enhance return potential
Diversified sources of return from strategic allocation to higher-yielding sectors and opportunistic positions in niche sectors
Distribution payouts and its frequency are determined by the manager, and can be made out of income, capital or both. Investors should note that the payment of dividends directly out of capital may result in an immediate reduction of the net asset value per share of the Fund. Distributions are not guaranteed and may fluctuate. Past distributions are not necessarily indicative of future trends, which may be lower.
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.
Funds returns are shown net of fees. Fund returns shown are net of actual (but not necessarily maximum) withholding and capital gains tax but are not otherwise adjusted for the effects of taxation and assume reinvestment of dividends and capital gains. If an investor’s own currency is different from the currency in which the fund is denominated, the investment return may increase or decrease as a result of currency fluctuations.
Source: Wellington Management.
© 2024 Morningstar, Inc. All Rights Reserved. Past performance does not predict future returns. 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.
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 and can go down as well as up. 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. If an investor is in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund once that investor has carefully read and understood the offering documents for the fund which contain further information on the risks and features of the fund. Unless stated otherwise data is as at previous month end.
