Emerging Markets Equities
The more you look, the more you see
EM equity assets managed firmwide
USD 28 B
Track record managing EM equities
Number of EM equity approaches
Our approaches rely on our combination of expertise and collaboration, which informs the investment perspectives that drive all of our emerging markets funds. Our culture of sharing and testing ideas leads us to offer distinctive approaches across equity and fixed income, including core and thematic equity as well as sovereign and corporate emerging debt.
With a multi-boutique investment platform — backed by our private partnership structure — and no chief investment officer, we give each portfolio manager the freedom to build innovative investment approaches. We offer distinctive strategies focused on meeting investors’ needs.
Our research capabilities are as broad as emerging economies themselves. We have around 50 global industry analysts covering over 1,000 emerging markets stocks. In addition to visiting companies, our emerging markets specialists conduct grassroots research into areas such as changing lifestyles and consumption patterns.
Our equity investors collaborate daily with colleagues specialising in fixed income, commodities, macroeconomics and ESG. Our credit and equity analysts often have joint meetings with company management teams so that we can form a holistic view of the health of a company.
Wellington Management makes its first investment in emerging markets equity
We launch our first dedicated global emerging markets approach
We extend our platform to include our first dedicated regional emerging markets approach focused on Latin America
Tapping into our deep industry expertise, our growing suite of emerging markets products begins to incorporate sector-specific approaches. Our earliest approach focusing on the health care sector
Combining our expertise in emerging markets and quantitative investing, we create our first emerging markets systematic approach
We launch our first dedicated China A-share strategy and an approach focusing on the future development of emerging markets
To meet investors' needs, we offer a full range of emerging markets strategies, including core, regional, thematic and systematic equity approaches
Our equity funds seek out the hidden
gems of tomorrow
Emerging Markets Research Equity Core Fund
Drawing on our fundamental sector expertise, seeking to unearth the best large and mid-cap emerging markets companiesLEARN MORE
Emerging Market Development Fund
Investing in emerging markets companies that we believe will benefit from economic and structural development themesLEARN MORE
Emerging Markets Systematic Equity Fund
Sifting through data to find the drivers across the market-cap spectrum using a systematic approachLEARN MORE
View our suite of emerging markets fundsVIEW FUNDS
Investors should consider the risks that may impact their capital. The value of your investment may become more or less than the amount you initially invested.
EMERGING MARKETS EQUITIES AT WELLINGTON MANAGEMENT
Rapid change in the developing world is creating a new set of tailwinds for sectors and companies. Wellington’s specialists in emerging markets equities discuss how they approach such a dynamic and diverse asset class.
EMERGING MARKETS INSIGHTS
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.