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 ALT

Alternatives funds

Our long track record in alternatives investing helps us look beyond the traditional and develop new funds to address key investment challenges.

Alternatives assets managed firmwide

USD 38 B*

Track record managing alternative investments

20+ years

Number of alternative investment approaches

71

alternatives overview

We define alternatives broadly as investment exposures designed to perform differently than traditional asset classes. They may use a broader set of investment tools, including derivatives, shorting and leverage, or, more simply, provide exposure to asset classes whose risk/return profile differs from equities or bonds. We have more than 20 years’ experience investing in alternatives, and have been offering these strategies in funds since 2005.

 

The best of both worlds

Our alternatives capabilities benefit from what we think is the best of both worlds: the resources and reach of a global investment manager and the agility and entrepreneurial spirit of an alternatives boutique. Our private ownership model, world-class infrastructure and long-term mind-set help us attract and retain talented alternatives investment professionals. We combine their skill with robust risk-management tools to help us deliver solutions to the complex challenges investors face today.

 

A range of alternatives

Alternatives strategies used to be largely confined to hedge funds, which many investors were unable or unwilling to use. Now, investors can also get exposure to alternatives via UCITS fund structures, which bring the advantages of greater liquidity, transparency and regulatory oversight, as well as lower minimum investments. We offer a range of UCITS alternatives funds that provide access to Wellington Management’s long-standing capabilities in alternatives investing — giving investors the opportunity to tap new potential sources of return and diversify their holdings away from traditional asset classes.

 

There’s a reason that I’ve been only at Wellington for the past 30 years, and that’s because I don’t think that there’s another place where I’d have access to more support, more knowledge, or more wisdom on any subject and on any company around the world.

Nick Adams, Fund Manager

Insights

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

*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.

Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees. Periods greater than one year are annualised. Source: Wellington Management

© 2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Overall Morningstar Rating for a fund is derived from a weighted average of the three, five, and ten year (if applicable) ratings, based on risk-adjusted return. Past performance is no guarantee of future results.

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.