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

The what, where and how of impact investing
Portfolio Managers Campe Goodman and Tara Stillwell answer essential questions on impact investing, from where to find opportunities to what it means for financial returns.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
The what, where and how of impact investing
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Japan: Full speed ahead on corporate governance reform
Against Japan's backdrop of meaningful progress on corporate governance reform and rising shareholder activism, Equity Portfolio Manager Katsuhiro Iwai sees a growing number of cases where closer engagement with investors can be (and has been) effectively leveraged to enhance corporate value.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Japan: Full speed ahead on corporate governance reform
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Should China equity be a stand-alone allocation?
As China’s role on the world stage looms larger, should investors separate the country from the rest of their emerging markets (EM) equity allocation? Three of our multi-asset strategists provide their research-based take, along with some practical considerations.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Should China equity be a stand-alone allocation?
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Video roundtable: What are the biggest climate misconceptions?
Four climate specialists discuss where they perceive market wrong-headedness on climate change. Learn how they look beyond consensus to uncover climate-related opportunities for our clients.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Video roundtable: What are the biggest climate misconceptions?
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Chris Goolgasian
 CFA, CPA, CAIA
<span>Multi-Asset Outlook — </span>With growth and policy, which matters more: level or change?
While macro risks may be elevated somewhat, Nanette Abuhoff Jacobson and Daniel Cook still see opportunities, including in European equities and commodities. They also argue for being selective in credit while maintaining fixed income for diversification.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Multi-Asset Outlook — With growth and policy, which matters more: level or change?
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Rising short-termism in fintech has a silver lining
Global Industry Analyst Matt Ross looks at the fintech sector as an example of the long-term alpha opportunity that may be available to patient equity investors.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Rising short-termism in fintech has a silver lining
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Revisiting Japan from a contrarian perspective
The valuation gaps between Japan equity and its global peers have arguably reached attractive levels, creating a range of potential opportunities for contrarian investors. Equity Portfolio Manager Jun Oh and Equity Research Analyst Takuma Kamimura highlight some areas of the Japanese market where hidden gems may be found.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Revisiting Japan from a contrarian perspective
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of retirement: ageing in 2050
We explore the long-term investment trends associated with global ageing through the story of Fang, a fictional Chinese retiree living in 2050.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021

FUTURE THEMES | SOCIETY

The future of retirement: ageing in 2050
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All figures are for the Wellington Management Group of companies as at 30 June 2021.

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

© 2021 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.