Singapore, Intermediary

Changechevron_right

Unique Perspectives, Uncompromised excellence

Invest in Quality

Unique Perspectives, Uncompromised excellence

Invest in Quality

Wellington shining W

WHY QUALITY FOR FIXED INCOME

Downside mitigation

Bonds, conventionally, are considered the "safer" part of one's portfolio. Historically, higher quality bonds have offered better downside mitigation in most cases, especially during periods of severe market stress associated with equity drawdowns.

Quality income for resilience

Build portfolio resilience by increasing total return potential driven by income. With expectations of steady interest rates, high-quality bonds are expected to play an important role, as a source of investment returns.

Max drawdown in recent market turmoils
(US Investment Grade Bonds vs US High Yield Bonds)
chart fixed income

Source: Bloomberg. Data as of March 2025. Indices used: Bloomberg US Credit (US investment grade bonds) and Bloomberg US Corporate High Yield Bond (US high yield bonds) in USD. Different periods of drawdowns: Global Financial Crisis from January 2007 to December 2008; Bond Selloff from January 2015 to March 2016; COVID 2020 from January to May 2020; 2022 Turmoil from December 2021 to December 2022. PAST RESULTS AREN'T NECESSARILY INDICATIVE OF FUTURE RESULTS AND AN INVESTMENT CAN LOSE VALUE. Please refer to www.wellington.com/sg/3rd-party-data for disclaimers regarding any third-party data used.

OUR FEATURED FUNDS

Wellington Credit Total Return Fund
FIND OUT MORE

Quality, beyond income

Average quality1

A+

Dividend yield2

6.77%
Ex-dividend date: 30/9/2025

Our Awards

apb
Best New Fund – Bond3
apb
Fund Launch of the Year (Singapore)4

Source: Wellington Management.

Awards: Wellington Management paid an administrative fee for the Asia Asset Management awards, but did not pay a fee to be considered for Asian Private Banker award. These awards may not represent any one client’s experience. The awards are not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

1. Weighted average credit quality as of 30/09/2025. Credit quality ratings are based on the highest of Moody’s, S&P, and Fitch. Ratings do not apply to the Fund itself. Ratings may change.

2. Based on USD D M6 Distributing Unhedged share class. Dividends fluctuate and aren't guaranteed. Positive yields do not imply positive returns. Annualised Dividend Yield = [(1 + Dividend Per Share / Ex-Dividend Date NAV)12 - 1] X 100. Annualised Dividend Yield based on latest reinvested dividend may differ from the actual annual yield. Depending on the distribution type selected, dividends may derive from net, gross, or projected income. Payments may be made from income/capital which may erode capital. Hedged dividends may be affected positively or negatively by interest rate differences between share class and Fund currency.

3. Winners were selected based on product performance, asset gathering, service quality and fund selectors feedback. This award was announced in November 2024 and are based on the following time period: end-August 2023 to early September 2024. Wellington Management was the only winner in the award category, and was selected out of a group of other asset managers. For more information, including award methodology, please visit: https://asianprivatebanker.com/awards/asset-management-awards-for-excellence 2025/.

4. Winners were selected based on how a firm successfully launched a new fund and its impact. These awards were announced in February 2025 and are based on the following time period: one year up to 30 November 2024. Wellington Management was the only winner in both award categories, and was selected out of a group of other asset managers. For more information, including award methodology, please visit: https://www.asiaasset.com/p/37192.

Wellington Credit Income Fund
FIND OUT MORE

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Lastest Distribution*

6.67%
Ex-dividend date: 30/09/2025

(Aims at monthly distribution. Dividend rate is not guaranteed. Distributions may be paid from capital. Refer to important information6)

Portfolio Average Rating

BBB

(Investment Grade)

Quality ratings are based on the highest of Moody's, S&P, and Fitch. Ratings do not apply to the Fund itself. Ratings may change.