WHY WELLINGTON CREDIT TOTAL RETURN FUND?
DIFFERENTIATED APPROACH
Unconstrained, bottom-up investment approach, combined with a top-down risk assessment framework. A focus on identifying securities with a higher probability of generating outsized returns more frequently.
DYNAMIC ROTATION
The Fund tactically rotates between credit and US Treasuries, owning credit when there is perceived value in doing so, and seeking safety in US Treasuries and cash when valuations appear stretched.
DISTINCTLY SIMPLE
A focused, long-only cash and bond fund seeking long-term total returns through sector and security selection. Our universe is made up of US Treasuries, corporates and select emerging market debt.
LATEST ARTICLE
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.
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