Fact sheet: Wellington GblCr Pl

Fund information

Fund name
Wellington Global Credit Plus S Unhedged USD
Fund company manager
Wellington Management Funds
Fund type
SIB
Fund manager(s)
Louis Chabrier
since 15/02/2012
Joseph A. Ramos
since 15/02/2012
Fund objective
The Wellington Global Credit Plus Fund seeks long-term total returns in excess of the Custom Barclays Global Aggregate Corporate (Fin 40% cap) USD/EUR/GBP 1% Cap USD 500M Min Index (ex Tier 1, Upper Tier 2, and Capital Credit securities) Index. The Investment Manager will actively manage the Fund, seeking to achieve the objective by investing primarily in a diversified portfolio of investment grade corporate debt instruments, including exchange-traded and over-the-counter derivatives.
Benchmark
BBG BC Glb Agg Corp (Fin 40 Percent cap) USD/EUR/GBP 1 Percent cap Hedge GBP
Investment style
Active
Investment method
Fixed Interest

Quick stats

1 Year return

8.96 %

1 Year rank in sector

28/306

Sector

FO Fixed Int - Global

Yield
-
Fund size

£ 2.4 b

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.73 %4.08 %8.96 %10.96 %0 %
Sector0.11 %1.45 %3.51 %6.13 %8.74 %
Rank within sector87 / 34321 / 32828 / 306 / /
Quartile th2 nd1 st1 st th th

Calendar performance

YTD-20182017201620152014
Fund0.22 %9.24 %4.42 %0 %0 %
Sector0.19 %3.67 %4.59 %-1.64 %3.66 %
Rank within sector136 / 34126 / 304108 / 270 / /
Quartile th2 nd1 st2 nd th th

Risk statistics

Alpha0.91
Beta1.25
Sharpe0.03
Volatility3.9
Tracking error2.2
Information ratio0.64
R-Squared0.71

Price movement

52 week high11.386
52 week low10.38
Current bid price0
Current offer price0
Current mid price11.386

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-