Wellesley Convertible Fund — new fund registration

Wellesley Investment Trust registered 1 new fund series on Form N-1A, filed 2007-10-05. Featured series: Wellesley Convertible Fund.

Registration

• Registrant / trust: Wellesley Investment Trust
• CIK: 0001414039
• Form: N-1A
• Filed: 2007-10-05
• State of incorporation: DE
• Accession: 0000910472-07-000420
• Reported net assets: $376.9M

Series & classes (2)

Fees (from the effective prospectus)

• 12b-1 fee: 0.50%
• Gross expense ratio: 1.54%
• Management fee: 0.75%
• Net expense ratio: 0.01%
• Other expenses: 0.28%

Investment objective

The Fund?s primary investment objective is to maximize total return comprising current income and capital appreciation, consistent with preservation of capital. The Fund?s investment objective is a non-fundamental policy and may be changed without shareholder approval upon 60 days? written notice to shareholders.

Advisers

• Wellesley Asset Management, Inc. (Advisor)

Other filings by this registrant (10)

• 485APOS — 2025-11-06 (1 new series)
• 485APOS — 2021-07-26 (3 new series)
• 485APOS — 2018-12-28
• 485APOS — 2014-07-15 (6 new series)
• 485APOS — 2014-05-01
• 485APOS — 2013-12-05
• 485APOS — 2011-03-10
• 485APOS — 2009-12-21
• 485APOS — 2009-10-02
• N-1A/A — 2007-12-21

More

• Registrant profile: Wellesley Investment Trust
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