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. 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.

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:

INSIGHTS

Financial Market Review: Fourth quarter 2021
A quarterly review of results in the global 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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January 2022
Financial Market Review: Fourth quarter 2021
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Monthly Market Snapshot: December 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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January 2022
Monthly Market Snapshot: December 2021
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Monthly Market Snapshot: November 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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December 2021
Monthly Market Snapshot: November 2021
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<span>2022 Insurance Outlook — </span>Three transition year themes — inflation, capital, ESG
Insurance Multi-Asset Strategist Tim Antonelli believes 2022 is going to be a year of transition for the global insurance industry, with the three big themes of inflation, capital and ESG likely to play prominent roles in many insurers' strategic planning and decisions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Insurance Outlook — Three transition year themes — inflation, capital, ESG
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Tim Antonelli
 CFA, FRM, SCR
2022 Investment Outlook
As you look ahead to 2022, we invite you to explore investable ideas and trends across all major asset classes curated from our marketplace of ideas — more than 900 investors strong.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Investment Outlook
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2022 ESG & Sustainability Outlook
Our 2022 ESG & Sustainability Outlook previews our climate research and engagement approach for the coming year. We also offer tangible ideas to help your organization build climate preparedness by incorporating some of our key lessons learned into your investment strategy.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 ESG & Sustainability Outlook
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2022 Climate Change Investing Outlook
Multi-Asset Strategists Nick Samouilhan and Tim Antonelli and Investment Strategy Analyst Patrick Wattiau outline an approach to incorporating the capital-market impact of climate change in multi-asset portfolios. Director of Climate Research Chris Goolgasian and members of our climate investing teams preview the firm’s 2022 agenda with Woodwell Climate Research Center and explain their increasing emphasis on engagement.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Climate Change Investing Outlook
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Monthly Market Snapshot: October 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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November 2021
Monthly Market Snapshot: October 2021
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All figures are for the Wellington Management Group of companies as at 30 September 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.