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

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.
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April 2021
Monthly Market Snapshot: March 2021
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<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.
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April 2021
Top of Mind History rhymes, opportunity knocks: thoughts on market bubbles, inflation and timely allocations
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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.
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April 2021
An allocator’s agenda for a reflating world
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Investor roundtable: A holistic approach to climate research
In this 15-minute roundtable conversation, our climate experts offer their perspectives on the risks and underappreciated investment opportunities associated with climate research.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Investor roundtable: A holistic approach to climate research
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<span>Insurance Multi-Asset Outlook — </span>Rising rates: threat or opportunity?
Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook argue that now may be an opportune time for insurers to adopt a more pro-risk stance, despite the potential headwind of rising rates.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Insurance Multi-Asset Outlook — Rising rates: threat or opportunity?
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Tim Antonelli
 CFA, FRM, SCR
Thoughts on the latest “mini bubble and bust”
Late March saw another bout of short-lived market mania. Global Investment Strategist Nanette Abuhoff Jacobson offers her interpretation, along with potential investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Thoughts on the latest “mini bubble and bust”
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Inflation: a tale of two tails
Markets appear to be expecting inflation to return to its historical average in the next five years. Here, we explore two tail risks to this consensus view and what each might mean for markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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March 2021
Inflation: a tale of two tails
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<span>Multi-Asset Outlook — </span>The road to recovery: strong but short?
While global policy support remains in high gear and risk assets have responded, Nanette Abuhoff Jacobson and Danny Cook consider the possibility of a relatively swift turn in the economic cycle and the potential investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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March 2021
Multi-Asset Outlook — The road to recovery: strong but short?
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All figures are for the Wellington Management Group of companies as at 30 September 2020.

Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees.
Source: Wellington Management

© 2020 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.

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