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

Rising short-termism in fintech has a silver lining
Global Industry Analyst Matt Ross looks at the fintech sector as an example of the long-term alpha opportunity that may be available to patient equity investors.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Rising short-termism in fintech has a silver lining
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Revisiting Japan from a contrarian perspective
The valuation gaps between Japan equity and its global peers have arguably reached attractive levels, creating a range of potential opportunities for contrarian investors. Equity Portfolio Manager Jun Oh and Equity Research Analyst Takuma Kamimura highlight some areas of the Japanese market where hidden gems may be found.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Revisiting Japan from a contrarian perspective
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of retirement: ageing in 2050
We explore the long-term investment trends associated with global ageing through the story of Fang, a fictional Chinese retiree living in 2050.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021

FUTURE THEMES | SOCIETY

The future of retirement: ageing in 2050
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All-China Focus Equity Fund
Portfolio Manager Bo Meunier and Investment Director Philip Li outline the investment philosophy of the Wellington All-China Focus Equity Fund, and discuss the appeal of a standalone equity allocation to China and the interesting opportunities in today’s environment.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
All-China Focus Equity Fund
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Investing in innovation: disruption is everywhere
We outline our definition of innovation and answer questions about our views on the breadth and depth of the innovation opportunity, how we identify and compare disruptive companies across industries and the importance of robust research capabilities — including a private-equity mindset and strong ESG expertise.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Investing in innovation: disruption is everywhere
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The time is ripe for US utilities stocks
Global Industry Analyst Juanjuan Niska lays out four compelling reasons to consider the US utilities sector in today's environment.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
The time is ripe for US utilities stocks
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Tangible steps to decarbonise portfolios
We explore why equity investors need to start reducing exposure to climate risk and outline a balanced approach to moving portfolios towards net zero.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Tangible steps to decarbonise portfolios
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“Buy now, pay later” is at a turning point
For Portfolio Manager Matt Lipton, recent developments have strengthened his conviction that up-and-coming "buy now, pay later" companies cannot and should not be ignored by banks and other legacy players in the global payments space.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
“Buy now, pay later” is at a turning point
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All figures are for the Wellington Management Group of companies as at 31 March 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.