Asset Management Awards for Excellence 2025 – Best New Fund – Bond

Best New Fund Bond

 

Wellington Management

Best New Fund – Bond

Connor Fitzgerald

Fixed Income Portfolio Manager

“We are honoured that the Wellington Credit Total Return Fund has been selected as the best new bond fund. We also want to thank our distribution partners for their trust and support, and we look forward to strengthening and building upon these relationships in the coming years.

“Amid the ‘new economic era’ characterised by higher and more volatile inflation alongside shorter and more pronounced economic cycles. We look to offer a robust strategy that seeks to identify upside potential beyond yield alone while minimising exposure to downside risks. We are grateful that our efforts to create a dynamic, valuation-driven approach have been recognised in the marketplace.”

Winnersrationale

“The Wellington Credit Total Return Fund is the ideal antidote for fixed income markets characterised by uncertainty around growth and interventions by central banks, which have both underpinned big, unpredictable shifts in credit markets. Unlike many asset managers in the market, Wellington Management prides itself on being patient and taking on less risk when credit spreads are tight – as they have been in recent market paradigms – and instead taking on more risk during periods of volatility and underperformance in credit markets,” said Daniel Shane, editor of Asian Private Banker and head of the Judging Panel for the Asset Management Awards for Excellence 2025.

“That philosophy has delivered benchmark-beating returns since the Wellington Credit Total Return Fund was launched to the private wealth channel in Asia in 2024, with the product capturing significant client assets from private bank distributors during this timeframe.

Asian Private Banker’s Asset Management Awards for Excellence 2025 Judging Panel would like to congratulate everyone at Wellington Management for their thoroughly deserved success in the category of Best New Fund – Bond.”


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