Wellington Global Credit ESG Fund

Dynamically investing in global 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 Global Credit ESG Fund seeks long-term total returns in excess of a Global Investment Grade Corporate Index1. The Fund is actively managed and seeks exposure to a diversified portfolio of global corporate debt instruments.

Investment example


Global pharmaceutical company

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

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Related insights

1The Custom index is: Bloomberg Global Aggregate Corporate (Fin 40% cap) USD/EUR/GBP 1% Cap USD 500M Min Index (ex Tier 1, Upper Tier 2, and Capital Credit securities) Index. | 2Barclays Live; Bloomberg Global Aggregate Corporate Index, as at 30 April 2022. | 3The 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. | 4Since the inception of Wellington’s first dedicated global corporate bond portfolio in 2007 to 31 December 2022, 790 issuers were downgraded below investment grade in the Bloomberg Global Aggregate Corporate Index, compared to 13 issuers for the representative account of Wellington’s Global Credit strategy.

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. | 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. | DERIVATIVES (D + E): Derivatives may provide more market exposure than the money paid or deposited when the transaction is entered into (sometimes referred to as Leverage). Market movements can therefore result in a loss exceeding the original amount invested. Derivatives may be difficult to value. Derivatives may also be used for efficient risk and portfolio management, but there may be some mismatch in exposure when derivatives are used as hedges. The use of derivatives forms an important part of the investment strategy. | 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. | 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. | SHORT SELLING: A short sale exposes the Fund to the risk of an increase in market price of a security sold short; this could result in a theoretically unlimited loss. | 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.