Emerging Markets Equities

The more you look, the more you see

EM equity assets managed firmwide

USD 28 B

Track record managing EM equities

33 years

Number of EM equity approaches

23

Overview

Our approaches rely on our combination of expertise and collaboration, which informs the investment perspectives that drive all of our emerging markets funds. Our culture of sharing and testing ideas leads us to offer distinctive approaches across equity and fixed income, including core and thematic equity as well as sovereign and corporate emerging debt.

Distinctive strategies
Broad and deep research
Global collaboration
Distinctive strategies

With a multi-boutique investment platform — backed by our private partnership structure — and no chief investment officer, we give each portfolio manager the freedom to build innovative investment approaches. We offer distinctive strategies focused on meeting investors’ needs.

Broad and deep research

Our research capabilities are as broad as emerging economies themselves. We have around 50 global industry analysts covering over 1,000 emerging markets stocks. In addition to visiting companies, our emerging markets specialists conduct grassroots research into areas such as changing lifestyles and consumption patterns.

Global collaboration

Our equity investors collaborate daily with colleagues specialising in fixed income, commodities, macroeconomics and ESG. Our credit and equity analysts often have joint meetings with company management teams so that we can form a holistic view of the health of a company.

OUR HERITAGE

  • 1985

    Wellington Management makes its first investment in emerging markets equity

  • 1994

    We launch our first dedicated global emerging markets approach

  • 1999

    We extend our platform to include our first dedicated regional emerging markets approach focused on Latin America

  • 2007

    Tapping into our deep industry expertise, our growing suite of emerging markets products begins to incorporate sector-specific approaches. Our earliest approach focusing on the health care sector

  • 2009

    Combining our expertise in emerging markets and quantitative investing, we create our first emerging markets systematic approach

  • 2015

    We launch our first dedicated China A-share strategy and an approach focusing on the future development of emerging markets

  • Today

    To meet investors' needs, we offer a full range of emerging markets strategies, including core, regional, thematic and systematic equity approaches

Our equity funds seek out the hidden
gems of tomorrow



Emerging Market Development Fund

Investing in emerging markets companies that we believe will benefit from economic and structural development themes

LEARN MORE


View our suite of emerging markets funds

VIEW FUNDS

Investors should consider the risks that may impact their capital. The value of your investment may become more or less than the amount you initially invested.

EMERGING MARKETS EQUITIES AT WELLINGTON MANAGEMENT

Rapid change in the developing world is creating a new set of tailwinds for sectors and companies. Wellington’s specialists in emerging markets equities discuss how they approach such a dynamic and diverse asset class.

EMERGING MARKETS INSIGHTS

An unpleasant cocktail for Russia’s equity market
In light of recent developments, Equity Portfolio Manager Jamie Rice and Geopolitical Strategist Thomas Mucha believe caution is warranted with regard to Russia, from both a geopolitical and an investment standpoint.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
An unpleasant cocktail for Russia’s equity market
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An allocator’s agenda for a reflating world
Multi-Asset Strategist Nick Samouilhan and Investment Directors Andrew Sharp-Paul and Matthew Bullock focus on some suggested ”to-do” items for asset allocators in response to the potentially reflationary impact of the COVID-19 vaccines and fiscal policy stimulus.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
April 2021
An allocator’s agenda for a reflating world
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EM equity looks more attractive than it’s been in a decade
Equity Portfolio Manager Jamie Rice describes his bullish stance on emerging markets (EM) equities and looks at China’s burgeoning A-share market.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
April 2021
EM equity looks more attractive than it’s been in a decade
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Post-Trump China policy takes shape
More than two months into the Biden administration, important contours of the post-Trump approach to US-China relations have begun to crystallize. Geopolitical Strategist Thomas Mucha offers his latest perspective, including some potential macro and market implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
April 2021
Post-Trump China policy takes shape
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publish
EM small caps: hidden gems in plain sight?
Our team makes the case for strategically investing in EM small caps and for employing an actively managed approach to this underutilised asset class.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
March 2021
EM small caps: hidden gems in plain sight?
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publish
APAC Investment Forum 2021
Wellington specialists offer their views on the key themes transforming the investment opportunity set today.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
March 2021
APAC Investment Forum 2021
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EM debt: the winding path to post-COVID recovery
Fixed Income Portfolio Managers Kevin Murphy and Michael Henry are broadly constructive on EM debt for the remainder of 2021. However, country, sector, and issuer selection will be critical to navigating a still-risky landscape that remains dependent on continued liquidity support from the developed world.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
March 2021
EM debt: the winding path to post-COVID recovery
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publish
Is it China’s world and we’re just living in it?
The short answer is no, but it’s not completely hyperbolic to suggest we could be heading in that direction longer term. Macro Strategist Santiago Millán explains and highlights implications for investing in Chinese assets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
February 2021
Is it China’s world and we’re just living in it?
,
publish

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.

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