Press release: Wellington Management launches US Dynamic Equity Fund
This UCITS fund aims to outperform the US equity market by investing in a select group of high-conviction “best ideas” as well as passive exposure to the S&P 500 Index.
- A distinctive approach, combining a concentrated portfolio of best ideas with broad US equity market exposure
- No active position without conviction: we seek to provide above-market returns by investing in individual companies only when we have a high degree of confidence
- In a market where outperformance can be hard to come by, we believe our approach offers a diverse and cost-effective solution for your portfolio
About Wellington Management
Tracing our history to 1928, Wellington is one of the world’s largest independent investment management firms. With over GBP 870 billion in assets under management as of 31 December 2019, we serve as a trusted investment adviser to a diverse client base of more than 2,200 institutions, insurers, global wealth managers and mutual fund sponsors in over 60 countries. Our comprehensive investment capabilities are built on the strength of rigorous, proprietary research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients.
The UK is an important market for Wellington. The firm has a large base of UK clients, and its London office, which was opened in 1983, is a hub for Wellington’s investment and distribution efforts.
Media Contact Information
Prosek Partners UK (communications support to Wellington)
+44 (0) 20 3878 8575
Notes for Editors
For professional investor/trade press only. The Fund is registered for public marketing only in the following jurisdictions: Austria, Denmark, Finland, France, Germany, Ireland, Italy, Luxembourg, the Netherlands, Norway, Singapore, Spain, Sweden, Switzerland and the United Kingdom.
This press release is provided by Wellington Management International Limited, a firm authorised and regulated by the Financial Conduct Authority (FCA) in the UK. It is provided for informational purposes only for journalists and media professionals only, and is not intended to constitute a financial promotion under the FCA’s Conduct of Business rules.