Investment Objective
The Wellington Global Total Return Fund (UCITS) seeks absolute returns above a cash benchmark over the medium to long term. The Investment Manager will actively manage the Fund, seeking to achieve the objective by investing, directly or via derivatives, in a diversified global portfolio of fixed income strategies driven by extensive fundamental research and quantitative models. The ICEBofA 3-Month US Treasury Bill Index will serve as the cash benchmark.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.8 | 0.1 | 0.6 | 0.0 | 0.8 | 0.3 | 0.1 | 0.4 | 0.5 | 0.3 | 0.3 | 0.3 | 0.2 | |
2023 | 0.3 | 0.4 | 0.1 | 0.7 | 0.5 | 0.6 | 1.0 | 0.9 | 0.8 | 0.2 | 0.4 | 0.2 | 0.7 |