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Wellington Opportunistic Emerging Markets Debt Fund Usd S Q1 Di (0P0000TSL6)

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8.988 +0.010    +0.08%
21/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.47B
Type:  Fund
Market:  United Kingdom
Issuer:  Wellington Management Company LLP
ISIN:  IE00B3DJ3G15 
Asset Class:  Bond
Wellington Opportunistic Emerging Markets Debt Fun 8.988 +0.010 +0.08%

0P0000TSL6 Overview

 
On this page you'll find an in-depth profile of Wellington Opportunistic Emerging Markets Debt Fund Usd S Q1 Di. Learn about the key management, total assets, investment strategy and contact information of 0P0000TSL6 among other information.
Category

Global Emerging Markets Bond

Total Assets

1.47B

Expenses

0.64%

Inception Date

Aug 20, 2010

Investment Strategy

The investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund, seeking to outperform a blended index of 50% JPMorgan Emerging Market Bond Index - Global Diversified and 50% JPMorgan Government BondIndex - Emerging Markets Global Diversified (the "Index”), primarily through investment in a diversified portfolio of US Dollar and local currency denominated emerging markets debt securities and currency instruments.

Contact Information

Address 33, Avenue de la Liberté
Luxembourg, L-1931
Luxembourg
Phone -

Top Executives

Name Title Since Until
Schuyler Reece - 2021 Now
Evan J. Ouellette Portfolio Manager 2017 Now
Biography Evan J. Ouellette Managing Director and Fixed Income Portfolio Manager As a portfolio manager at Wellington Management, Evan focuses on strategy implementation and portfolio construction for the Emerging Markets Debt Investment Team. Prior to his current role, Evan was a fixed income portfolio analyst, and before that, a team lead within Trade Operations, which involved redesigning the firm’s external trade messaging platform. He also spent time in the London office during 2007 – 2008 to help globalize various functions within Investment Administration. Before joining the firm in 2001, Evan worked as regional controller in the global custody division of BNY-Mellon Corporation (1999 – 2001). Evan earned his MBA with a concentration in finance from Boston University (2009) and his BA from the College of the Holy Cross (1999).
Kevin F. Murphy Portfolio Manager 2017 Now
Biography Kevin Murphy Managing Director and Fixed Income Portfolio Manager As a portfolio manager, Kevin works with our Emerging Markets Debt Investment Team to develop investment strategy in the sector. Kevin joined Wellington Management in 2016. Prior to that, he worked at Putnam (1999 – 2016), BancBoston (1996 – 1999) and at ING Baring Securities in New York City (1991 – 1996). Kevin received his BS in electrical engineering from Columbia University’s School of Engineering and Applied Science (1987).
Jim W. Valone Portfolio Manager 2009 2021
Biography James W. Valone, CFA Senior Managing Director, Partner, and Fixed Income Portfolio Manager Jim has been a portfolio manager and chair of Wellington Management’s Emerging Markets Debt Team since its inception in 1999. He and his team manage portfolios invested in the emerging debt and currency markets for a wide range of investors — including pension funds, mutual funds, endowments, and central banks — focusing on the integrity of our fixed income investment processes and achieving the investment goals of our clients. In addition, he leads our Fixed Income Risk Advisory Council efforts and is an important member of the Fixed Income Review Group, where he has significant impact providing peer feedback to other fixed income investors. Prior to joining the firm in 1999, Jim was an emerging markets debt portfolio manager at Baring Asset Management (1997 – 1999). He also worked at Fidelity Investments as an emerging markets debt portfolio manager and regional analyst covering Latin America (1989 – 1997) and at Northwest Quadrant, Inc. in Newport Beach, California, where he was a portfolio manager (1985 – 1987). Jim received his MBA from the University of Chicago (1989) and his BA in economics from Pomona College (1985). Additionally, he holds the Chartered Financial Analyst designation.
Eric R. Lambi - 2013 2017
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