Wellington Euro Credit ESG Fund

Dynamically investing in Euro corporate bonds with a repeatable ESG framework.


This is a marketing communication. Please refer to the Fund Prospectus and KIID/KID and / or offering documents before making any final investment decisions. Please refer to the risks section at the bottom of this page.

Fund overview

The Wellington Euro Credit ESG Fund seeks long-term total returns in excess of the Bloomberg Euro Aggregate Corporate Index. The Fund is actively managed and seeks exposure to a diversified portfolio of primarily Euro-denominated corporate debt instruments while integrating environmental, social and governance (ESG) characteristics into the investment framework.

Investment example


Global pharmaceutical company

A global biopharmaceutical company focused on delivering innovative health solutions to prevent and treat diseases.

other fixed income funds

Wellington Euro High Yield Bond Fund


Wellington Global Impact Bond Fund


Solutions for a new economic era


Related insights

1Barclays Live; Bloomberg Euro Aggregate Corporate Index, as at 30 April 2022. | 2The portfolio does not have a sustainable investment objective. While the evaluation of Sustainability Risks through the analysis of ESG factors is part of the investment process, it may not necessarily result in the exclusion of a security. Please refer to the sustainability related disclosures for information on the commitments of the portfolio: www.wellington.com/en/legal/sfdr.

Consider the risks

Investors should consider the risks that may impact their capital, before investing. The value of your investment may fluctuate from the time of the original investment. Please refer to the risks section enclosed. A decision to invest should take account of all the characteristics and objectives described in the Fund offering documents.

Investment risks

Lower-rated or unrated securities may have a significantly greater risk of default than investment-grade securities, can be more volatile, less liquid, and involve higher transaction costs | CAPITAL: Investment markets are subject to economic, regulatory, market sentiment and political risks. 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. The Fund may experience a high volatility from time to time. | CONCENTRATION: Concentration of investments within securities, sectors or industries, or geographical regions may impact performance. | CREDIT: The value of a bond may decline, or the issuer/guarantor may fail to meet payment obligations. Typically lower-rated bonds carry a greater degree of credit risk than higher-rated bonds. | CURRENCY: The value of the Fund may be affected by changes in currency exchange rates. Unhedged currency risk may subject the Fund to significant volatility. | EMERGING MARKETS: Emerging markets may be subject to custodial and political risks, and volatility. Investment in foreign currency entails exchange risks. | HEDGING: Any hedging strategy using derivatives may not achieve a perfect hedge. | INTEREST RATES: The value of bonds tends to decline as interest rates rise. The change in value is greater for longer-term than shorter-term bonds. | LEVERAGE: The use of leverage can provide more market exposure than the money paid or deposited when the transaction is entered into. Losses may therefore exceed the original amount invested. | MANAGER: Investment performance depends on the investment management team and their investment strategies. If the strategies do not perform as expected, if opportunities to implement them do not arise, or if the team does not implement its investment strategies successfully; then a fund may underperform or experience losses. | SUSTAINABILITY: A sustainability risk is an environmental, social or governance event or condition that, if it occurs, could cause an actual or potential material negative impact on the value of an investment.