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

Preparing for a sea change in Asia’s insurance landscape
ALM & Regulatory Capital Strategist Francisco Sebastian and Insurance Strategist Max Davies discuss the shifting regulatory environment for Asia's insurance industry and propose solutions that may help Asian insurers adapt accordingly.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Preparing for a sea change in Asia’s insurance landscape
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From secular stagnation to policy-led inflation
Policy-induced inflation, not a lack of demand for goods and services, appears to be the main risk posed by the new cycle we’ve entered. Multi-Asset Portfolio Manager Nick Petrucelli examines this paradigm shift and its potential investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
From secular stagnation to policy-led inflation
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<em>Future Themes —</em><br> Tomorrow’s world today
For over 40 years, at each new business cycle, Wellington investors have been presented with a challenge: Look past current headlines to find structural trendlines that will shape markets, society, and the economy in the next five to 10 years.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Future Themes —
Tomorrow's world today
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Monthly Market Snapshot: April 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.
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May 2021
Monthly Market Snapshot: April 2021
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SYSTEMS</p>Beyond bitcoin: eight essential blockchain insights
We look beyond bitcoin to explore eight exciting impacts and opportunities from blockchain technology.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021

FUTURE THEMES | SYSTEMS

Beyond bitcoin: eight essential blockchain insights
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SYSTEMS</p>The “EM-ification” of DMs
Global Investment Strategist Nanette Abuhoff Jacobson believes that many developed market countries are beginning to resemble their emerging market counterparts in certain ways. Here are some of her findings, along with possible paths forward and potential investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021

FUTURE THEMES | SYSTEMS

The “EM-ification” of DMs
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publish
Monthly Market Snapshot: March 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
April 2021
Monthly Market Snapshot: March 2021
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archive
<span>Top of Mind</span> History rhymes, opportunity knocks: thoughts on market bubbles, inflation and timely allocations
Multi-Asset Strategist Adam Berger flags bubble warning signs in several markets, updates his inflation forecast and offers a framework for opportunistic investments.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
April 2021
Top of Mind History rhymes, opportunity knocks: thoughts on market bubbles, inflation and timely allocations
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publish

All figures are for the Wellington Management Group of companies as at 31 March 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.