This is a marketing communication. Please refer to the prospectus of the Fund and to the KIID/KID and / or offering documents before making any final investment decisions.
1928
Managing fixed income since
USD 450 B+
Fixed income assets managed firmwide
250+
Fixed income investment professionals
17
Average years' experience
All figures are for the Wellington Management Group of companies as at 31 December 2023.
Wellington Management’s fixed income investment professionals — comprising specialist portfolio managers, market strategists, sector experts and more than 60 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.
Featured funds
Fixed income funds aim to help meet a variety of objectives, including generating income, mitigating downside risk, diversifying a portfolio and enhancing returns. The funds below may help to achieve some of those objectives.
Research-driven bond fund seeking to take advantage of opportunities throughout the credit cycle.
Global fixed income fund aiming to generate a financial return and measurable environmental or social impact.
Actively-managed, diversified global investment grade corporate bond fund.
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.
Fixed income overview
Our structure at Wellington Management — we do not have a chief investment officer — fosters collaboration and cross-pollination of ideas and enables each specialist team to makes its own decisions when managing funds. We believe this independence can help generate more consistent performance across market environments by diversifying return sources.
In this video, Investment Directors Amar Reganti, Tobias Ripka and Tanya Sanwal explain how Wellington's distinct culture of collaboration, cross-asset research and global presence can help us manage robust research-driven fixed income solutions for various clients’ needs.
Our fixed income funds combine both top-down and bottom-up inputs to identify and exploit fixed income market inefficiencies around the world. Macroeconomic analysts and market strategists identify top-down structural and cyclical risks and opportunities, while our bottom-up, fundamental research approach draws on insights from both fixed income and equity analysts. In our opinion, this balanced perspective, combined with access to the management teams from the companies in which we invest, can help us anticipate changes in issuers’ capital structures before these changes are priced into their securities.
Wellington Management’s fixed income investment professionals — comprising specialist portfolio managers, market strategists, sector experts and more than 60 credit and quantitative analysts — are based in the UK, the US and 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.
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 ongoing innovation in new security types.
FIXED INCOME MARKET OUTLOOK
Bond Market Outlook
In this collection fixed income experts across our platform highlight risks and opportunities for discerning fixed income allocators looking ahead to the second half of 2023.
URL References
Related Insights
Fixed Income Insights
Impact investing in emerging markets: Growing opportunities, shifting challenges
Members of our impact bond team discuss their evolving emerging markets opportunity set and the importance of a bottom-up approach to value creation.
Why an impact lens is an important tool in the fixed income investor's arsenal
Campe Goodman, Will Prentis and Oyin Oduya discuss how an impact lens can be an important tool in the fixed income investor's arsenal.
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
The Fed’s lessons learned from its COVID response
Fixed Income Portfolio Manager Brij Khurana breaks down the central bank's policy decisions during the pandemic and explains how they continue to affect financial markets.
Picking the right building blocks for a climate-aware portfolio
For asset owners integrating climate change into their multi-asset portfolios, members of our Investment Strategy & Solutions Group offer five important insights.
Financial Market Review
A monthly update on equity, fixed income, currency, and commodity markets.
Battle for the supply side of the economy: US election implications
Starkly different policy agendas from Biden and Trump are examined in terms of how they may affect the supply side of the US economy.
Four questions for investors after Japan’s historic hike
With the Bank of Japan having finally moved out of negative rates, Macro Strategist John Butler identifies the four key questions he believes investors should focus on.
Do fundamentals support a risk-on tilt?
Surprisingly strong economic growth, declining inflation, easy financial conditions — can it get any better for markets? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities.
Adopt a new vantage point for diversifying your portfolio
Supriya Menon, Alex King and John Mullins explore why a diversified mixed of fixed income exposure is a key component of a nuanced approach to diversification in today's cyclical macro regime.
URL References
Related Insights
Funds returns are shown net of fees. Fund returns shown are net of actual (but not necessarily maximum) withholding and capital gains tax but are not otherwise adjusted for the effects of taxation and assume reinvestment of dividends and capital gains. If an investor’s own currency is different from the currency in which the fund is denominated, the investment return may increase or decrease as a result of currency fluctuations.
Source: Wellington Management.
© 2022 Morningstar, Inc. All Rights Reserved. Past performance does not predict future returns. 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.
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 fund which contain further information on the risks and features of the fund. Unless stated otherwise data is as at previous month end.
Monthly Market Snapshot — March 2024
A monthly update on equity, fixed income, currency, and commodity markets.
By
Brett Hinds
Jameson Dunn