Why Wellington Management funds

Wellington Management is one of the world’s largest privately owned fund managers. Our funds provide institutions, financial intermediaries and wealth managers with access to innovative investment approaches created by our diverse investment teams. Our skilled investors work together to uncover new investment ideas and pursue strong long-term results.

All figures are for the Wellington Management Group of companies as at 30 September 2021.

OUR FUND CAPABILITIES

Our diverse fund range spans asset classes, regions and styles — offering investors the flexibility and focus to pursue a wide range of investment objectives. With a variety of fund types to choose from, investors can access our expertise in the way that best suits them.

Investment capabilities

EQ

Equity

Benefit from our independent yet collaborative approach to equity research with equity funds that span a variety of regions, industries, market capitalisations and styles.

FI

Fixed income

Pursue opportunities across the spectrum of global bond market sectors with fixed income funds backed by multidisciplinary research from our investment teams around the world.

MA

Multi–asset

Address diverse investment challenges through multi-asset funds employing the innovative research and capabilities of our Global Multi-Asset Strategies team.

ALT

Alternatives

Aim to improve diversification, mitigate volatility and potentially enhance returns with our alternative investment funds, which benefit from our 20+ years’ experience in alternative strategies.

Focus Funds

Wellington Management: More than 88 years of history

Our first UCITS fund was launched more than 20 years ago, but our firm’s history goes back almost 90 years. Since 1928, we’ve been serving a wide range of institutions around the world, including pension funds, sovereign-wealth funds, endowments and foundations, family offices, fund sponsors and insurance companies.

1928

We trace our roots back to when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the US.

1958

Since its inception, the daily Morning Meeting has been held with the same objectives: to exchange investment ideas, spark wide-ranging discussions and learn from one another each day.

1960s