Wellington Global Credit Plus USD S Acc UnHdg

At A Glance

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Net Asset Value

13.41USD

 -0.62

13 Sep 2019

YTD Return (Cumulative)
 17.51%
5 Year Return (Annualized)
 11.76%
Classification
Bond Global Corporates
Manager Benchmark
Index not available in Lipper
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense

Growth of 10,000USD since February, 2014 »

 Wellington Global Credit Plus USD S Acc UnHdg

The Growth of 10,000USD chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund PromoterWellington Management
Portfolio ManagerWellington Management Company LLP
Launch Date02 Dec 2013
Geographical FocusGlobal
Redemption Current0.00%
Redemption Max0.00%
Redemption Min--

Fees, Expenses, & Minimums

Early Redemption Fee0.00%
Initial Current0.00%
Initial Max0.00%
Initial Min--
Regular Investments--
Irregular Investments--
Total Net Assets124.03  M USD
Total Net Assets Date30 Aug 2019
Annual Current Charge0.35%
Annual Max Charge0.35%
Annual Min Charge--

Investment Strategy

The investment objective of the Fund is to seek long-term total returns in excess of the Custom Bloomberg Barclays Global Aggregate Corporate (Fin 40% cap) USD/Euro/GBP 1% Cap $500M Min Index (ex Tier 1, Upper Tier 2, and Capital Credit securities) Index (the Index). The Fund will seek to achieve its objective by investing primarily in a diversified portfolio of investment grade corporate debt instruments that may comprise constituents of the Index.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
380
Consistent Return
 
380
Capital Preservation
 
12669
Low Expense
 
369

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

Lipper Leaders.com

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Quick Fund Facts

This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
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