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 OVERVIEW

Our multi-asset investors bring deep experience to every strategy they manage. They apply skill in fundamental, macro, quantitative, and technical analysis, and they tap into the broad resources of Wellington Management, including specialists in equities, bonds, currencies, and commodities.

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.

Focus Fund

EXPERIENCED MULTI-ASSET 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:

Peter Wilke

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 Portfolio Manager

INSIGHTS

Monthly Market Snapshot: September 2021
A monthly update on equity, fixed income, currency and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
October 2021
Monthly Market Snapshot: September 2021
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<span>Insurance Multi-Asset Outlook — </span>Strong but slowing growth: a tale of two narratives
Markets appear to be caught between two hard-to-reconcile narratives: the pace of economic growth looks poised to slow, but the level of growth is likely to stay relatively strong. Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook offer insights for global insurers at this point in the cycle.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
October 2021
Insurance Multi-Asset Outlook — Strong but slowing growth: a tale of two narratives
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publish
Tim Antonelli
 CFA, FRM, SCR
<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.
publish
October 2021
Multi-Asset Outlook — With growth and policy, which matters more: level or change?
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publish
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of work: why societal shifts matter
While the pandemic has accelerated existing shifts in people's working lives, these changes may just be the start. We assess the future of work in 2030 and highlight some potential investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021

FUTURE THEMES | SOCIETY

The future of work: why societal shifts matter
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<span>Top of Mind</span> Investing for the long term (in a short-term world)
With short-term behaviour evident across the financial landscape, Multi-Asset Strategist Adam Berger explores the intuitive and quantifiable advantages of being more long term, and he offers seven habits that can help asset owners cultivate a long-term mindset.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021
Top of Mind Investing for the long term (in a short-term world)
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publish
Monthly Market Snapshot: August 2021
A monthly update on equity, fixed income, currency and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021
Monthly Market Snapshot: August 2021
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publish
Investing amid the great inflation debate
The global economy is recovering and supporting the performance of risk assets, but rising inflation is a bogeyman now. Global Investment Strategist Nanette Abuhoff Jacobson and Investment Strategy Analyst Daniel Cook offer thoughts on how investors might navigate this mixed picture.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021
Investing amid the great inflation debate
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publish
Monthly Market Snapshot: July 2021
A monthly update on equity, fixed income, currency and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
archive
August 2021
Monthly Market Snapshot: July 2021
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archive

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.