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 80 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.

INDEPENDENT THINKING, SHARED RESEARCH

In an effort to deliver consistent results for fund shareholders, we work together to understand every potential investment. We challenge ourselves to tune out the market’s short-term noise and focus on long-term opportunities that can help investors meet their goals.

Focus Funds

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. 

John Boselli

"I believe a clearly defined investment philosophy, reflecting your personality, is more likely to generate consistent alpha. Investors have more confidence that you will be true to your investment process in all market environments."

John Boselli, Equity Fund Manager

INSIGHTS

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 Equity Outlook
In our 2022 Equity Outlook, we explore opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Equity Outlook
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Impact investing in practice: bridging the digital divide
How does impact investing work in practice? We illustrate our approach through a-real life example focused on helping to bridge the digital divide.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Impact investing in practice: bridging the digital divide
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ESG in Japan: Unearthing hidden gems
Unbeknownst to much of the global investment community, many small and midsize Japanese companies are providing cutting-edge solutions to some of the world’s biggest ESG problems. Tokyo-based Equity Research Analyst Penn Bowers takes a closer look.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
ESG in Japan: Unearthing hidden gems
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Tying ESG to alpha — in practice
In a climate-driven capital cycle, companies that prioritise the environment and formulate clear climate strategies can become market leaders.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Tying ESG to alpha — in practice
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Roadmap to net zero
We outline a potential roadmap to help investors transition towards a net-zero emissions portfolio and highlight two strategies that may serve as potential building blocks.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Roadmap to net zero
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Video games: Good play in more ways than one
Global Industry Analyst Brian Barbetta believes now is a good time to take a fresh look at some of the video game stocks that have been languishing in the market's “out-of-favor” bin.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Video games: Good play in more ways than one
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The what, where and how of impact investing
Portfolio Managers Campe Goodman and Tara Stillwell answer essential questions on impact investing, from where to find opportunities to what it means for financial returns.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
The what, where and how of impact investing
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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.