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 December 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
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.