USD 446 B
assets managed firmwide
- About Us
Our Unique Perspective on Income Investing:
It’s not just about “chasing yield”
Global markets have remained volatile amid uncertain monetary policy outlook, stubbornly high inflation, and ongoing geopolitical tensions.
To help navigate risks, many investors have turned their attention to investments that can potentially generate consistent income and total returns.
Income investing may seem like a straightforward enough concept.
However, some may not realise that investing for income is not simply about “chasing yield” — in part because the highest-yielding assets may not always be the most attractive due to potential liquidity risks.
Robust, yet flexible and multi-faceted solutions could allow investors to capture overlooked pockets of income and return opportunities, even under volatile market conditions.
STAY ACTIVE WITH OUR INCOME SOLUTIONS
^ 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.
* Distribution payouts and its frequency are determined by the manager, and can be made out of income, capital or both. Investors should note that the payment of dividends directly out of capital may result in an immediate reduction of the net asset value per share of the Fund. Distributions are not guaranteed and may fluctuate. Past distributions are not necessarily indicative of future trends, which may be lower. Yield is an annualised share-class yield based on the previous month’s dividends paid by the Fund. The Fund intends to pay dividends from income and profits, but if these are insufficient, they may be paid from share capital. Dividends are calculated gross (before deduction of fees, expenses and taxes), and while this increases the dividend, it may erode capital. Hedged share class dividends may be impacted positively or negatively by the difference in interest rates between the share class currency and the Fund’s base currency. Distributions are not guaranteed and may fluctuate. Past distributions are not necessarily indicative of future trends, which may be lower. Investors should note that the payment of dividends directly out of capital may result in an immediate reduction of the net asset value per share of the Fund. Distributions of the Fund for the distributing share classes will be declared on a monthly basis in their denominated currencies. Distribution payouts and its frequency are determined by the manager, and can be made out of income, capital or both. For further information including the ex-dividend date used, please refer to the dividend composition document located on our website: www.wellington.com.sg.
I still believe ongoing credit market volatility and today’s more challenging liquidity conditions could create some attractive entry points for fixed income investors in the period ahead.
We believe there are attractive opportunities for alpha generation across a wide range of different asset classes that may be captured by active managers.
WELLINGTON - YOUR TRUSTED PARTNER IN INCOME INVESTING
Our offering is designed to help meet clients’ differing goals, and our investment approaches span across global markets and multiple asset classes. Each solution is underpinned by extensive proprietary research and a collaborative culture of idea sharing and stress testing at global scale.
USD 446 B
assets managed firmwide
Broad range of strategies that invest across the full spectrum, leveraging expertise from macro, credit and currency specialists.
USD 193 B
assets managed firmwide
Our specialists within the multi-asset team focus on creating balanced solutions to address income needs.
All figures are for the Wellington Management Group of companies as at 30 June 2023.
Past results are not necessarily indicative of future results and an investment can lose value. Funds returns are shown net of fees.
Source: Wellington Management
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