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Wellington Multi-Sector Credit EUR S C Hgd

Ranked 110 out of 121 in - Global High Yield over 3 months
All calculations are in EUR unless stated

Managed by

Rob Burn

Rob Burn, CFA, is a managing director and fixed income portfolio manager at Wellington Management Company, where he develops strategic and tactical investment strategies using both fundamental and quantitative analysis, focusing on portfolio construction and risk management. Prior to joining the firm in 2007, Burn worked as a senior mechanical engineer at Lockheed Martin Corporation. He graduated from the University of Chicago with an MBA, with high honours and MIT with an BSc and MSc in mechanical engineering.

Campe Goodman

Campe Goodman, CFA, is a senior managing director and fixed income portfolio manager at Wellington Management Company, where he is a fixed income portfolio mananger in the US Broad Market team and leads the specialist team responsible for the development of sector rotation strategies. Goodman joined the firm in 2000 after graduating from the Massachusetts Institute of Technology, where he studied macroeconomics and finance in a doctoral programme of economics. Goodman graduated from Harvard College with a BA in mathematics magna cum laude.

Joseph F. Marvan

Joseph Marvan, CFA, is a senior managing director and fixed income portfolio manager at Wellington Management Company where he is chair of the Broad Markets team, responsible for setting aggregate risk levels and investment strategy in Core Bond Plus, Core Bond, Intermediate Bond and Long Bond portfolios. Marvan joined the firm in 2003 and prior to that, he was a senior portfolio manager and head of US fixed income at State Street Global Advisers. He graduated from Babson College with an MBA magna cum laude and Ithaca College with a BSc in finance.

Objective

The Fund seeks long-term total returns, by allocating its assets primarily across a broadly diversified portfolio of both direct and derivative credit instruments including emerging market debt, high yield debt, and bank loans. Although the Fund is not constructed relative to a benchmark, a custom index consisting of 1/3 Bank of America Merrill Lynch Global High Yield Constrained Index, 1/3 JP Morgan Emerging Markets Bond Index Plus, and 1/3 CSFB Leveraged Loan Index will serve as a reference benchmark.

Showing fund performance in Luxembourg View performance globally

Performance

Global High Yield over : 31/05/2018 - 31/08/2018
  • Rank 110/121 Total Return
  • Rank 108/121 Standard Deviation
  • Rank 112/121 Max Drawdown
Fund Name Currency Return
108 Invesco Global High Income A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

109 Legg Mason WA Global High Yield A Dis D Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

110 Wellington Multi-Sector Credit EUR S C Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

111 Tower Global High Yield Acc EUR-Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

112 Aramea Rendite Plus A EUR

-0.8%

Fund Name Currency Risk
106 Amundi Funds II Global High Yield H No Dis Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.4

107 Jyske Invest High Yield Corporate Bonds CL

Currency exposure is hedged

Currency exposure is hedged

EUR

4.6

108 Wellington Multi-Sector Credit EUR S C Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

4.7

109 Legg Mason WA Global High Yield A Dis D Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.8

110 MAM Global High Yield Corp Bond Fund BB/B 3H EUR EUR

4.9

Fund Name Currency Loss
110 Sparinvest-Value Bonds-Em Mkts Corp EUR R EUR

-1.3%

111 Legg Mason WA Global High Yield A Dis D Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

112 Wellington Multi-Sector Credit EUR S C Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.4%

113 New Millennium Evergreen Global High Yield Bond A EUR

-1.6%

114 Special Bond - Opportunities Fund EUR

-1.7%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. United Kingdom

Fund Info

  • Launch date11/05/2018
  • Share Class size71Mn
  • Base currencyUSD
  • ISIN LU1016670066
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn

Charges

  • Annual management0.45%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).