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 31 March 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.
EquityBenefit from our independent yet collaborative approach to equity research with equity funds that span a variety of regions, industries, market capitalisations and styles.
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.
Address diverse investment challenges through multi-asset funds employing the innovative research and capabilities of our Global Multi-Asset Strategies team.
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.
INSIDE OUR DAILY MORNING MEETING
Every morning, hundreds of portfolio managers, research analysts and other investment professionals — connecting remotely from our offices around the globe — gather together to discuss timely investment ideas. Wellington Management’s Morning Meeting is an enduring example of our collegial culture in action. For nearly 60 years, we’ve begun every business day with this dynamic exchange, sharing and debating the insights of our global, multidisciplinary investment teams. We believe that local knowledge and global collaboration give us an advantage in how we think about market developments.
Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees.
Source: Wellington Management
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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.