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1928
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Managing fixed income since
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Singapore, Intermediary
Change
This is a marketing communication. Please refer to the prospectus of the Fund and to the KIID/KID and / or offering documents before making any final investment decisions.
Specialised expertise across sectors and regions
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USD 450 B+
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Fixed income assets managed firmwide
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250+
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Fixed income investment professionals
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17
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Average years' experience
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All figures are for the Wellington Management Group of companies as at 30 June 2024.
Why Wellington for Fixed Income
Our structure at Wellington Management — we do not have a chief investment officer — fosters collaboration and cross-pollination of ideas and enables each specialist team to makes its own decisions when managing funds. We believe this independence can help generate more consistent performance across market environments by diversifying return sources.
In this video, Investment Directors Amar Reganti, Tobias Ripka and Tanya Sanwal explain how Wellington's distinct culture of collaboration, cross-asset research and global presence can help us manage robust research-driven fixed income solutions for various clients’ needs.
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Resources
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Expertise
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Risk Management
Resources
Our fixed income funds combine both top-down and bottom-up inputs to identify and exploit fixed income market inefficiencies around the world. Macroeconomic analysts and market strategists identify top-down structural and cyclical risks and opportunities, while our bottom-up, fundamental research approach draws on insights from both fixed income and equity analysts. In our opinion, this balanced perspective, combined with access to the management teams from the companies in which we invest, can help us anticipate changes in issuers’ capital structures before these changes are priced into their securities.
Expertise
Wellington Management’s fixed income investment professionals — comprising specialist portfolio managers, market strategists, sector experts and more than 60 credit and quantitative analysts — are based in the UK, the US and Hong Kong. Each portfolio management team is independent and empowered to make investment decisions for the fund it is responsible for. Our fixed income managers draw on Wellington Management’s global resources, which gives them access to diversified sources of return and may help to generate more consistent performance in different market environments.
Risk Management
We use advanced risk-management systems to help portfolio managers take only intended investment risks that have the potential to provide attractive returns for investors. These proprietary systems allow us to monitor concentrations of risk within investment styles and across the firm, while testing how investment positions might behave in challenging markets. We continue to refine these tools, ensuring their relevance amid ever-changing market conditions and ongoing innovation in new security types.
Featured funds
Fixed income funds aim to help meet a variety of objectives, including generating income, mitigating downside risk, diversifying a portfolio and enhancing returns. The funds below may help to achieve some of those objectives.
Credit Total Return Fund
A long-only cash and bond fund seeking long-term total returns by investing primarily in US Dollar-denominated treasuries, corporate bonds and emerging markets issuers.
Credit Income Fund
A multi-sector credit fund seeking attractive long-term total returns and consistent income through active sector rotation.
Global Impact Bond Fund
Global fixed income fund aiming to generate a financial return and measurable environmental or social impact.
All investors should consider the risks that may impact their capital, before investing. The value of your investment may become worth more or less than at the time of the original investment.
FIXED INCOME MARKET OUTLOOK
Showing
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Insights Posts
Bond Market Outlook
Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.
2025-12-31
URL References
Related Insights
Fixed Income Insights
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of
Insights Posts
Fed delivers rate cut, but hawkish 2025 guidance sends yields up
Fixed Income Analyst Caroline Casavant examines the outcome of the December 18 Federal Open Market Committee meeting and the implications for rates, inflation, and real growth.
3
min
Article
2025-06-30
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
4
min
Video
2025-12-31
Going their separate ways: Capitalizing on bond divergence
Our fixed income experts discuss how to position portfolios for a world of uncertainty and divergence, exploring key themes and evolving bond opportunities for 2025.
7
min
Article
2025-12-31
Bond Market Outlook
Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.
2025-12-31
Scaling opportunities in a new economic era
Explore our latest views on risks and opportunities across the global capital markets.
Article
2025-12-31
Credit market outlook: Expect greater opportunities in back half of 2023
Against a backdrop of elevated recession risks and banking-sector stress, Fixed Income Portfolio Manager Rob Burn identifies relative-value sector opportunities in the credit market.
Article
2024-06-30
Fixed income 2023: Will opportunity keep knocking in the second half?
Learn where Fixed Income Strategist Amar Reganti sees opportunities in the fixed income market today and dive deeper into the three key themes he thinks investors should consider going forward.
Article
2024-06-30
A quiet bull market in EM local debt?
Brian Garvey illustrates the recent strength of emerging markets local debt following an extended period of underperformance.
Quick Take
2024-06-30
Global high yield: Attractive entry points could soon emerge
Fixed Income Portfolio Manager Konstantin Leidman shares his outlook for high-yield fixed income for the rest of this year and beyond.
Article
2024-06-30
The “money illusion” economy: Misplaced faith in markets?
Fixed Income Portfolio Manager Brij Khurana shares a skeptical view of US Federal Reserve policy, his assessment of the current market backdrop, and his view of what the future could hold.
Article
2024-06-30
URL References
Related Insights
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.
