Skip to main content
- Funds
- Capabilities
- Insights
- About Us
Asset classes
Seeks to deliver a broadly diversified portfolio of global credit instruments, capitalising on the multi-sector credit expertise from our portfolio managers
Focuses on higher-yielding assets to seek regular income, while maintaining an average credit quality of typically investment-grade rating
Investment process leverages the breadth of Wellington’s fixed income platform to integrate specialist insights into the portfolio
Diversified sources of return from strategic allocation to higher-yielding sectors and opportunistic positions in niche sectors
For funds/share classes with a distribution feature, such classes aim at monthly, quarterly, half-yearly or annual distribution (where applicable). Dividend rate is not guaranteed. Distributions may be paid from capital.
The weighted-average credit quality of the Fund will typically be investment grade, i.e. rated at or above Baa3 by Moody’s, BBB- by Standard & Poor’s or BBB- by Fitch.
INDUSTRY RECOGNITION
Excellence in Innovation
Past performance is not indicative of future performance. Issued by Fund Selector Asia, 2025 award, reflecting performance during the previous calendar year.
FEATURED VIDEOS
Hong Kong Economic Journal: Latest interview with Campe Goodman
In times of heightened global economic uncertainty, deploying cash across diversified sources of income can help strengthen the resilience and return potential of core portfolios, says Campe Goodman, Fixed Income Portfolio Manager. (Only available in Traditional Chinese)
Latest Insights from our portfolio managers
Low tide, sharp eyes: What to pick up
Fixed Income Managers Campe Goodman and Rob Burn share their outlook for credit in 2026 and discuss how investors can reposition for an environment where opportunities are harder to find.
Low tide, sharp eyes: What to pick up
Fixed Income Managers Campe Goodman and Rob Burn share their outlook for credit in 2026 and discuss how investors can reposition for an environment where opportunities are harder to find.
Two key questions that bond investors should not ignore
Investment Directors Amar Reganti and Marco Giordano and Portfolio Manager Campe Goodman tackle two key questions that are likely to be top of bond investors’ minds during the second half of 2025.
InvestorExchange: Credit investing amid today's volatility
Host Amar Reganti talks to Campe Goodman about what's next for bond markets and how investors may be able to navigate today's volatility.
Rapid Fire Questions with Campe Goodman
In this edition of “Rapid Fire Questions”, fixed income portfolio manager Campe Goodman shares his views on 4 key questions in this Q&A session.
Four investment perspectives on Trump’s first 100 days
Four of our experts across fixed income and equity share their asset-class level insights on the first 100 days of the current Trump administration and analyze the implications for investors.
Securitized credit: Opportunity amid tight corporate spreads?
Portfolio Managers Rob Burn and Cory Perry discuss why they believe securitized credit has an attractive role to play in today’s tight-spread environment and highlight potential areas of opportunity in 2025.
Four investment perspectives amid a pivotal US election
How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.
Chart in Focus: Four key areas of opportunities in bonds amid Fed uncertainty
We discuss four key areas of opportunities in fixed income amid Fed uncertainty in the second half of the year.
Capitalizing on rate shifts: Parsing opportunities in the second half
Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti discuss how to capitalize on potential rate shifts in the second half of the year
Chart in Focus: Compelling opportunities in four higher-yielding credit sectors
Portfolio Managers Campe Goodman and Rob Burn share insights on where they are seeing compelling opportunities in high-yielding credit sectors.
Chart in Focus: Compelling opportunities in four higher-yielding credit sectors
Portfolio Managers Campe Goodman and Rob Burn share insights on where they are seeing compelling opportunities in high-yielding credit sectors.
Sector rotation opportunities for nimble credit investors
Following a credit market rally, Fixed Income Portfolio Manager Rob Burn still sees value in higher-yielding sectors but believes investors should stay nimble.
URL References
Related Insights
Performance: PAST RESULTS AREN'T NECESSARILY INDICATIVE OF FUTURE RESULTS AND AN INVESTMENT CAN LOSE VALUE. Please refer to the Fund Details section under Key Fund Facts for the inception date of the specific share class. Calendar year performance for the inception year of share classes is calculated since inception to calendar year-end. Performance shown is calculated as NAV-to-NAV in the denominated currency and are net of fees and other expenses with dividends reinvested. Periods greater than one year are annualised. For funds/share classes denominated in foreign currencies, US/HK dollar-based investors are exposed to fluctuations in the currency exchange rate. Please note the fund has a swing pricing mechanism in place. If the last business day of the month is not a business day for the Fund, performance is calculated using the last available NAV. This may result in a performance differential between the fund and the index. Source: Fund - Wellington Management.
Charges & Expenses: please refer to the offering documents for details.
Yield to worst is an estimate of the lowest possible total return that could be received on bonds held by a Fund, without the issuer defaulting. It is used for bonds where the issuer has the right to redeem the bond prior to its maturity date. It is an estimate of the worst-case scenario for yield taking into account the rights of the issuer.
DISCLOSURE
This material and its contents may not be reproduced or distributed, in whole or in part, without the express written consent of Wellington Management. This document is intended for information purposes only. It is not an offer or a solicitation by anyone, to subscribe for shares in Wellington Management Funds (Luxembourg) III SICAV (the Fund). Nothing in this document should be interpreted as advice, nor is it a recommendation to buy or sell shares. Investment in the Fund may not be suitable for all investors. Any views expressed are those of the author at the time of writing and are subject to change without notice. Investors should carefully read the Key Facts Statement (KFS), Prospectus, and Hong Kong Covering Document for the Fund and the sub-fund(s) for details, including risk factors, before making an investment decision. Other relevant documents are the annual report (and semi-annual report).
© 2025 Morningstar, Inc. All Rights Reserved. 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. Past performance is no guarantee of future results.
Issued by Wellington Management Hong Kong Limited. Investment involves risk. Past performance is not indicative of future performance. This document has not been reviewed by the Securities and Futures Commission of Hong Kong.