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Our fund capabilities

We build funds to help investors meet their objectives in increasingly complex markets.

What we do best

We specialise in developing and overseeing investment funds that aim to address a range of objectives and challenges through the broad capabilities of Wellington Management. Our mission is to exceed the investment objectives and service expectations of our fund investors and their advisers worldwide.

Wellington Management’s  investment teams around the world work closely with each other, sharing and stress-testing ideas in a continuous effort to identify differentiated opportunities. We believe this integrated, global dialogue is a true advantage.

Number of investment professionals

Local knowledge + global collaboration = investment advantage

496

United States

90

Europe

68

Asia

 EQ

Equity funds

Our equity funds span a variety of disciplines, regions, industries, market capitalisations and styles. Our research and investment professionals collaborate daily to help our fund investors pursue a range of objectives, from generating capital appreciation and income to gaining exposure to undiscovered opportunities and diversifying sources of return.

Equity assets managed firmwide

USD 437B

Investment professionals

299

Average years' experience

18

 FI

Fixed income funds

By combining global, multidisciplinary research with holistic risk management and proprietary tools and technology, we are able to offer a broad range of fixed income funds. Wellington Management’s fixed income investment professionals include specialist portfolio managers, market strategists and credit and quantitative analysts.

Fixed income assets managed firmwide

USD 391B

Investment professionals

240

Average years' experience

17

 MA

Multi-asset funds

Wellington Management has managed multi-asset funds since 1928, and today we seek to meet a range of investor goals through innovative research and outcome-oriented investment approaches. Our multi-asset offerings include global tactical asset allocation, inflation-hedge, absolute-return and balanced approaches.

Multi-asset assets managed firmwide

USD 193 B

Investment professionals

60+

Average years' experience

18

 ALT

Alternatives funds

We offer alternatives funds that tap into Wellington Management’s expertise across all major asset classes, supported by multidisciplinary proprietary research and a robust trading and risk-management infrastructure. We offer a broad family of alternatives funds designed to help our fund investors meet a variety of goals, including mitigating equity volatility, limiting sensitivity to interest-rate cycles, achieving inflation-plus or income targets, enhancing diversification and amplifying returns.

Alternatives assets managed firmwide

USD 38 B*

Track record in alternatives

20+ years

Number of alternatives approaches

71

*Approximately USD 7 billion of the alternatives AUM is also included in the AUM for fixed income, USD 14 billion is included in the equity AUM, and USD 15 billion is included in the multi-asset AUM.

All figures are for the Wellington Management Group of companies as of 30 June 2017.