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 MA

Multi-asset funds

We launched our first multi-asset fund in 1928 and have been creating innovative funds aiming to meet a range of needs ever since.

Multi-asset assets managed firmwide

USD 193 B

Multi-asset investment professionals

60+

Average years' experience

18

multi-asset overview

The members of our Global Multi-Asset Strategies team bring deep experience to every fund they manage. They apply a range of investment disciplines, including fundamental, macro, quantitative and technical analysis. The team also taps into the broad resources of Wellington Management, including specialists in equities, bonds, currencies and commodities.

Their approach to risk management is multi-faceted, using robust technology systems that offer real-time information for due diligence and performance monitoring.

A well-resourced, client-focused team

We provide an entrepreneurial environment, encouraging our investment professionals to seek out new directions for research and new strategies to help meet our investors’ needs. We create macro frameworks that help us identify potential opportunities at a given point in time, and then we explore those opportunities from multiple angles. We actively share our research through consultations, seminars, webcasts and white papers. 

experienced Global Multi-Asset Strategies team

With team members in Asia, Europe and the US, Global Multi-Asset Strategies brings diverse perspectives and deep experience to investment research. Our team of 50 dedicated multi-asset professionals includes:

  • Portfolio managers 22
  • Research analysts 15

Successful multi-asset investing is not just a function of capabilities, it’s about culture. We believe in the power of sharing and collaboration as this delivers a constant flow of innovative and differentiated investment ideas from around the world.

Peter Wilke, Multi-Asset Fund Manager

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

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.