Wellington Global High Yield Bond Fund GBP S AcHRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.2 | 2.7 | -12.2 | 12.7 | 8.1 | |
+/-Cat | 0.6 | -1.2 | -1.4 | 1.4 | -0.1 | |
+/-B’mrk | -0.7 | -2.0 | -0.5 | -0.1 | -0.5 | |
Category: Global High Yield Bond - GBP Hedged | ||||||
Category Benchmark: Morningstar Gbl HY Bd GR Hd... |
Key Stats | ||
NAV 13/12/2024 | GBP 12.30 | |
Day Change | -0.16% | |
Morningstar Category™ | Global High Yield Bond - GBP Hedged | |
IA (formerly IMA) Sector | Global High Yield Bond | |
ISIN | IE00BF8Q0X78 | |
Fund Size (Mil) 13/12/2024 | USD 542.58 | |
Share Class Size (Mil) 13/12/2024 | GBP 47.45 | |
Max Initial Charge | - | |
Ongoing Charge 20/08/2024 | 0.55% |
Investment Objective: Wellington Global High Yield Bond Fund GBP S AcH |
The investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund, seeking to outperform the ICE Bank of America Global High Yield Constrained Index (the "Index”) and achieve the objective by investing primarily in debt securities worldwide which are considered by the Investment Manager to be below investment grade. The Fund's investment approach is based on analysis of the credit profile of individual high yield issuers combined with an analysis of the behavior and performance of the broader economic environment. Total returns will be sought through income and capital appreciation. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Konstantin Leidman 28/02/2022 | ||
Inception Date 12/03/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA Gbl HY Constnd TR USD | Morningstar Gbl HY Bd GR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Wellington Global High Yield Bond Fund GBP S AcH | 31/10/2024 |
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