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Fixed Income English

Fixed income funds

Wellington Management brings market-leading fixed income capabilities to managing more than USD 400 billion in client assets. We offer a broad range of fixed income funds targeting a variety of objectives.

USD 467 B

Fixed income assets managed firmwide

264

Fixed income investment professionals

17

Average years' experience

Specialised expertise across sectors and regions

Wellington Management’s fixed income investment professionals — comprising specialist portfolio managers, market strategists, sector experts and more than 50 credit and quantitative analysts — are based in the UK, the US and the 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.

Depth, experience and continuity

Our private partnership structure helps us to attract and retain world-class investment talent and allows us to align their performance incentives with the achievement of our fund investors’ objectives. This has contributed to the depth, experience and continuity of our fixed income investment professionals. Our dedicated fixed income professionals include:

14

Quantitative analysts

151

Portfolio managers

39

Credit analysts

6

Strategists

64

Traders

Our investment professionals have exceptional access to company management teams, taking part in more than 10,000 meetings with issuers each year. Our credit analysts collaborate with our in-house equity analysts and with our dedicated environmental, social and corporate governance (ESG) research team, which provides proprietary sector, country and individual issuer assessments. We believe this integration of equity, credit and ESG research generates robust analysis with differentiated insights for our portfolio managers. Our balanced, multidisciplinary perspective can help us anticipate changes in issuers’ capital structures before these changes are priced into their securities.

Sophisticated tools for risk management and portfolio construction

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 continued innovation in new security types.

Explore our fixed income funds

Insights

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All figures are for the Wellington Management Group of companies as at 30th June 2022.
Past performance is no guarantee of future performance and can be misleading.
Funds returns are shown net of fees.
Source: Wellington Management


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 relevant fund, which are the relevant prospectus, and Key Investor Information which contain further information on the risks and features of the fund, and the latest financial reports and any other offering documents for the fund which are available on this Website. Unless stated otherwise data is as at previous month end.