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.

Focus Funds

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. 

John Boselli

"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

ESG research playbook: focusing on what matters
Investors often struggle to integrate ESG into their philosophy and process. Two of our most experienced ESG investors, both with extensive fundamental research and investment backgrounds, offer their views on ESG research best practices, and how to incorporate them into investment decisions.
March 2021
ESG research playbook: focusing on what matters
,
Power move: why electric utilities may be the key to the energy transition
As the world consumes more electricity from renewable energy sources, the global power grid will need to be modernised. While renewables like wind and solar have attracted much of the attention from investors looking to play the energy transition, electric networks utilities may offer more upside today.
February 2021
Power move: why electric utilities may be the key to the energy transition
,
A fintech tsunami is coming
Global Industry Analyst Matt Ross believes the looming fintech wave is going to impact every segment of financial services globally over the next decade.
February 2021
A fintech tsunami is coming
,
A little perspective on crowdsourced market mania
Global Investment Strategist Nanette Abuhoff Jacobson shares thoughts on the recent "short squeeze” episode and attempts to put it in a larger context.
February 2021
A little perspective on crowdsourced market mania
,
Three reasons for quality as a complement to value
Learn why we believe a quality allocation has the potential to offer diversification, to avoid unintended sector biases and to help mitigate downside risks.
January 2021
Three reasons for quality as a complement to value
,
Shorting stocks in China: the emerging opportunity
Two of our emerging market investors explain why shorting appears to be at an inflection point in the world's second largest equity market, where idiosyncratic conditions may offer a unique environment for generating alpha and diversifying risks.
January 2021
Shorting stocks in China: the emerging opportunity
,
The post-COVID recovery in Europe
Europe's economic rebound from the COVID pandemic will be stronger than expected, argues Macro Strategist Jens Larsen. He explains why he thinks improved policy will lead the continent out of recession.
January 2021
The post-COVID recovery in Europe
,
Upgrading fintech infrastructure: don’t forget the incumbents
We explore the fast-growing trend of upgrading fintech infrastructure, profile the key markets driving the opportunity and share an example of the virtuous innovation cycle this technology can create.
December 2020
Upgrading fintech infrastructure: don’t forget the incumbents
,

All figures are for the Wellington Management Group of companies as at 30 September 2020.

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

© 2020 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 offering documents  for the relevant fund, which are the relevant prospectus, and Key Investor Information which contain further information on the risks and features of the fund, and the latest financial reports and any other offering documents for the fund which are available on this Website. Unless stated otherwise data is as at previous month end.

 
View more