• Wellington Management Funds

  • Austria flag Austria, Intermediaries
  • Change
We use cookies to improve your experience on our website. To accept cookies click Accept & Close, or continue browsing as normal. For more information, visit Cookies & Tracking Notice.
Accept & Close

Private equity

Our approach

In addition to our capabilities across all major listed securities, Wellington Management is an established investor in private assets, including pre-IPO private equity approaches.

online purchase with credit card

Featured insight

Companies are staying private longer and, as a result, are often more mature when they do go public. Amid these changes, we look at why late-stage pre-IPO companies may be a potential sweet spot in today’s market.

Woman on telephone headset

Equipped to perform

Our alternatives capabilities are founded on a combination of talent and teamwork. We have the entrepreneurial spirit of an alternatives boutique and the resources of a global investment manager. Our private ownership model, world-class infrastructure and long-term mind-set help us attract and retain talented alternatives investment professionals. Our culture promotes the sharing and testing of ideas so that we offer differentiated approaches that can help address the complex challenges investors face today.

Our capabilities in Alternatives


Hedged Equity

Regional and thematic long/short listed equity approaches.

more info

Absolute Return Fixed Income

Fixed income and currency approaches with an absolute return style.

more info

Multi-Asset

Investments across asset classes with an absolute return approach.

more info

Real Assets

Approaches that invest in physical assets, including commodities.

more info

All investors should consider the risks that may impact their capital, before investing. The value of your investment may become worth more or less than at the time of the original investment. Alternative investments tend to be speculative and use leverage, which can magnify potential losses. Additionally, they can be subject to increased illiquidity, volatility and counterparty risks, among others. Private equity funds are typically unregulated and therefore not subject to the supervision of regulators.

Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or invest in a fund. Please consider the investment objectives, risks and fees of an investment strategy carefully before investing. Alternative investments involve a high degree of risk and may not be suitable for all investors.

This material has been prepared exclusively for use by eligible counterparties and professional and non-retail investors for general information purposes only. Nothing in this document should be interpreted as advice, nor is it a recommendation to adopt any specific investment strategy.

Investment approaches will only be made available in compliance with an investor’s local laws and regulations. Except where registered for public sale, fund units are offered only to qualified or professional investors on the basis that it does not require the registration of the fund for public sale. Our funds only accept professional clients or investment through financial intermediaries. Separately managed accounts are only available for institutional professional investors.

Alternatives Insights

Contact us

For further information about our capabilities, please contact your Wellington Alternative Investments representative or contact us.

Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed and can go down as well as up. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. If an investor is in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund once that investor has carefully read and understood the prospectus and KIID for the fund which contain further information on the risks and features of the fund. Unless stated otherwise data is as at previous month end.

 

Welcome to Wellington.

Please select and confirm below.

loader
  • Select your REGION
  • EUROPE
  • LATIN AMERICA