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Our fund manager capabilities

We design Wellington Management funds to help investors meet their objectives in increasingly complex markets.

What we do best

Wellington Management funds aim to address a range of objectives and challenges through the broad capabilities of one of the world’s largest privately owned fund managers. Our mission is to exceed the investment objectives and service expectations of our fund investors and their advisers worldwide.

W ellington 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 offers a true advantage.

Number of investment professionals

Local knowledge + global collaboration = investment advantage

548

United States

102

Europe

72

Asia

 EQ

Equity funds

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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 474 B

Investment professionals

283

Average years' experience

18

 FI

Fixed income funds

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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 404 B

Investment professionals

240

Average years' experience

17

 MA

Multi-asset funds

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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 190 B

Investment professionals

64

Average years' experience

16

 ALT

Alternatives funds

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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 40 B*

Track record in alternatives

20+ years

Number of alternatives approaches

73

*Approximately USD 6 billion of the alternatives AUM is also included in the AUM for fixed income, USD 15 billion is included in the equity AUM, and USD 18 billion is included in the multi-asset AUM.

All figures are for the Wellington Management Group of companies as at 30 June 2018.

 

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