Wellingtion MF (Lux) III Credit Income D $

The Fund seeks long-term total returns, with a secondary focus on regular income by primarily investing either directly or indirectly, in assets across a broadly diversified portfolio of credit instruments issued globally.The investment manager of the Fund (the 'Investment Manager') will actively manage the Fund, seeking to achieve the objective by allocating its assets across a broadly diversified portfolio of credit instruments from an investment universe which restricts investment in certain industries: fossil fuels, controversial and conventional weapons, tobacco and cannabis.The Fund will invest primarily in higher yielding sectors of the credit market, such as emerging market debt, high yield debt, but may also invest in other debt obligations deemed to be consistent with the investment objectives of the Fund.The Investment Manager believes that that higher yielding credit sectors are subject to a variety of pricing inefficiencies. While the Investment Manager believes that valuations ultimately converge to fundamentals, these inefficiencies can lead to prolonged divergences from fundamental value leaving fundamentally attractive sectors underinvested. The Investment Manager believes that a broad, specialist driven fundamental research platform can successfully identify underappreciated investment opportunities arising from these inefficiencies, with the investment process designed to leverage such a broad research platform to help identify and take advantage of inefficiencies more quickly, and to position the portfolio around market inefficiencies as they change.The investment decision-making process integrates an analysis of fundamental economic themes, top-down sector relative value, and specialist research on individual credit sectors with bottom-up security selection allowing access to a wide range of market opportunities.The Fund will aim to declare a distribution of between 4%-8% of the Fund's Net Asset Value in USD on an annual basis, dependent on mark

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No