EQ

Equity funds

We offer active, intelligent approaches to help unlock equities’ return potential. Our equity funds span a variety of regions, industries, market capitalisations and styles, and have been recognised by industry-leading publications across Europe and Asia. 

EQUITY OVERVIEW

In our view, thoughtful and informed active management can help investors achieve their long-term objectives. This is the way we’ve approached equity management for over 90 years. Our equity fund managers are given the freedom to develop their own individual approach to investing, which is then documented and continuously monitored by our independent product management team. The goal is to ensure that our funds are managed in line with a deeply considered, proven philosophy that sets out exactly how the manager intends to identify opportunities and control risks.

All investors should consider the risks that may impact their capital, before investing. The value of your investment may become worth more or less than at the time of the original investment.

DEEP EQUITY RESOURCES

Diverse teams pursue independent research and investment approaches, yet every fund manager has open access to colleagues worldwide who specialise in various areas of the capital markets. Our investment teams draw on rigorous, proprietary research conducted through fundamental, quantitative, macro, technical and environmental, social, and corporate governance (ESG) lenses. Our dedicated equity professionals include:

A DISTINCTIVE APPROACH TO EQUITY RESEARCH​

Fund managers can draw on the research of our equity, fixed income, multi-asset, alternatives, macroanalysis and quantitative teams around the world, who are encouraged and incentivised to share their insights. We believe that this robust dialogue and debate help improve the quality of our decision making through timely and relevant information and rigorous scrutiny from a variety of perspectives. 

INSIGHTS

Nobody’s perfect: The case for a long-term strategy in active management
Research shows that even the best managers have had to bounce back from periods of underperformance. For asset owners who've invested time and effort to find these managers, the data argues for cultivating a long-term mindset.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2022
Nobody’s perfect: The case for a long-term strategy in active management
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Wellington Global Stewards Fund
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Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2022
Wellington Global Stewards Fund
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How a diversified approach to climate return opportunities can support decarbonisation goals
Joy Perry and Ken Baumgartner explore how a diversified approach to climate return opportunities can support decarbonisation goals.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2022
How a diversified approach to climate return opportunities can support decarbonisation goals
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The evolution of private equity and implications for allocators
Multi-Asset Strategist Cara Lafond highlights key themes in private equity markets and explores implications for asset owners.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2022
The evolution of private equity and implications for allocators
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How behavioural finance analysis can help unearth hidden sustainability potential
Equity Portfolio Manager Tom Horsey shares his insights in how behavioural finance analysis can help unearth hidden sustainability potential.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2022
How behavioural finance analysis can help unearth hidden sustainability potential
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War and markets: what’s the connection?
Does the escalating Russia/Ukraine conflict present a potential buying opportunity for equity investors? Not so fast, says Associate Director of Multi-Asset Research Owen Lamont.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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March 2022
War and markets: what's the connection?
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China in 2022: embracing the volatility
We explore China's investment potential after a tumultuous environment in 2021, offering our perspectives on the balance of risks and opportunities we see in Chinese public equity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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March 2022
China in 2022: embracing the volatility
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Why I’m getting more bullish on biotech
After a trying period over the past year or so, Global Industry Analyst Wen Shi believes now may be an opportune time for forward-thinking equity investors to take a fresh look at the biotechnology industry.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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March 2022
Why I’m getting more bullish on biotech
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Wen Shi
 PhD, CFA

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