EQ

Equity funds

We offer active, intelligent approaches to help unlock equities’ return potential. Our equity funds span a variety of regions, industries, market capitalisations and styles, and have been recognised by industry-leading publications across Europe and Asia. 

EQUITY OVERVIEW

In our view, thoughtful and informed active management can help investors achieve their long-term objectives. This is the way we’ve approached equity management for over 80 years. Our equity fund managers are given the freedom to develop their own individual approach to investing, which is then documented and continuously monitored by our independent product management team. The goal is to ensure that our funds are managed in line with a deeply considered, proven philosophy that sets out exactly how the manager intends to identify opportunities and control risks.

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.

INDEPENDENT THINKING, SHARED RESEARCH

In an effort to deliver consistent results for fund shareholders, we work together to understand every potential investment. We challenge ourselves to tune out the market’s short-term noise and focus on long-term opportunities that can help investors meet their goals.

DEEP EQUITY RESOURCES

Diverse teams pursue independent research and investment approaches, yet every fund manager has open access to colleagues worldwide who specialise in various areas of the capital markets. Our investment teams draw on rigorous, proprietary research conducted through fundamental, quantitative, macro, technical and environmental, social, and corporate governance (ESG) lenses. Our dedicated equity professionals include:

A DISTINCTIVE APPROACH TO EQUITY RESEARCH

Fund managers can draw on the research of our equity, fixed income, multi-asset, alternatives, macroanalysis and quantitative teams around the world, who are encouraged and incentivised to share their insights. We believe that this robust dialogue and debate help improve the quality of our decision making through timely and relevant information and rigorous scrutiny from a variety of perspectives. 

"I believe a clearly defined investment philosophy, reflecting your personality, is more likely to generate consistent alpha. Investors have more confidence that you will be true to your investment process in all market environments."

John Boselli, Equity Fund Manager

INSIGHTS

Calling all EUR income investors
Investment Specialist Jake Otto argues that lower hedging costs and a lagging European recovery may warrant a more globalised scope to these investors' fixed income toolkit.
June 2020
Calling all EUR income investors
Seeking total return from fixed income: the three key ingredients
A framework that combines long-term strategic themes, market-neutral approaches and tactical positions can be well positioned for generating returns in today’s challenging bond markets .
June 2020
Seeking total return from fixed income: the three key ingredients
Global Industry Analyst Spotlight Series — Fintech
Bruce Glazer sees the opportunity within fintech as potentially huge and enduring. With a current focus on payments, investments and lending, and financial infrastructure, Bruce seeks not just innovators but also companies that use new technologies to boost competitiveness and sustain strong growth.
May 2020
Global Industry Analyst Spotlight Series — Fintech
Global ESG Research Update — SEC’s proposed proxy voting rules may have unintended consequences
We delve into the SEC's proposed rules affecting proxy advisor firms and shareholder proposals, explaining their potential unintended consequences. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
January 2020
Global ESG Research Update — SEC’s proposed proxy voting rules may have unintended consequences
Please don’t make us choose
Amid the shifting geopolitical relationship between China and the US, East Asian countries face a tricky balancing act, given their growing trade flows with China.
August 2019
Please don’t make us choose

All figures are for the Wellington Management Group of companies as at 30 June 2019.

Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees. Source: Wellington Management

© 2019 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.

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