LSE - Delayed Quote GBp

Wellington Oppc Fxd Inc GBP S AcH (0P0001IVGK.L)

907.93 +2.36 (+0.26%)
At close: April 23 at 9:00 PM GMT+1

Fund Summary

Wellington Oppc Fxd Inc GBP S AcH

33, Avenue de la Liberté

Fund Overview

Category --
Fund Family Wellington Luxembourg S.à r.l.
Net Assets --
YTD Return -1.21%
Yield 0.00%
Morningstar Rating
Inception Date Jun 09, 2022

Fund Operations

Fees & Expenses

Expense 0P0001IVGK.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Brij S. Khurana, Lead Manager since December 14, 2017
Brij S. Khurana Managing Director and Portfolio Manager,Managed fund since 2020 Brij is a portfolio manager within Investment Boutiques. He manages global total return and unconstrained fixed income portfolios. Prior to joining Wellington Management Company LLP , Brij was a senior vice president and portfolio manager at Pacific Investment Management Company (PIMCO), where he managed core, unconstrained, and multi-credit fixed income portfolios. He started his professional career trading structured products at Goldman, Sachs & Co. Brij received his MBA from Harvard Business School (2011) and a BA in economics from Princeton University (2007), with honors.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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