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Wellington Global Strategic Credit USD S Acc

Ranked 36 out of 115 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Louis Chabrier

Joe Ramos

Joseph A. Ramos is a senior managing director, partner and fixed income portfolio manager at Wellington Management. Ramos develops credit sector and security selection strategies for a range of client portfolios. He is also responsible for managing portfolios for central bank, sovereign wealth fund, pension fund, and mutual fund clients of the firm. Prior to joining the credit portfolio management team, he spent three years as an analyst in Wellington Management’s Fixed Income Research Group, where he was responsible for the analysis of the retail, supermarket, consumer product, energy, and technology industries. Prior to joining the firm in 1999, Ramos worked at the Federal Reserve Bank of Boston (1997 – 1999), State Street Global Advisors (1996 – 1997), and New York Life Asset Management (1993 – 1995). He received his MS in global financial analysis from Bentley College and his BS from Boston College.

Objective

The Portfolios investment objective is to generate attractive total return by investing in high quality bonds primarily issued by strategically important companies around the world. The Portfolio will consider the following types of issuers as strategic: issuers with direct or indirect government guarantees issuers with significant government ownership issuers that benefit from direct or indirect government support issuers that directly or indirectly support government policies issuers of strategic importance in terms of economic output or employment.

Showing fund performance in Singapore View performance globally

Performance

Global over : 31/03/2016 - 31/03/2017
  • Rank 36/115 Total Return
  • Rank 12/115 Standard Deviation
  • Rank 3/115 Max Drawdown
Fund Name Currency Risk
10 Edmond de Rothschild Fund-Return Plus A USD USD

1.5

11 PIMCO GIS Low Duration Gl Inv Gr Cr Inst USD Acc USD

1.5

12 Wellington Global Strategic Credit USD S Acc USD

1.5

13 PIMCO GIS Income E USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

1.6

14 BSI-Multinvest - Global Credit Bond A USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.8

Fund Name Currency Loss
1 BGF Fixed Income Gbl Opportunities A2 USD USD

0%

1 GAM Star Cat Bond USD Acc USD

0%

3 Wellington Global Strategic Credit USD S Acc USD

-0.1%

4 UBAM Unconstrained Bond APHC USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.1%

5 Schroder GAIA Cat Bond F Acc USD

-0.2%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 0.7%
2016 5.2% 0.5% 1.3% 2.0% 1.3%
2015 0.1% 1.5% -1.3% -1.0% 0.9%
2014 3.8% 2.2% 1.6% -0.2% 0.2%
2013 1.0% -0.5% -2.3% 1.3% 2.5%
2012 13.4% 4.8% 1.3% 4.3% 2.4%
2011 2.0% 0.6% 0.4% -0.7% 1.6%
2010 6.9% 2.6% 0.4% 3.8% 0.0%
2009 9.4% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Cayman Islands
  2. Singapore

Fund Info

  • Launch date02/04/2009
  • Share Class size20Mn
  • Base currencyUSD
  • ISIN KYG953091116

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.40%
  • Initial investment0

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