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

Is it too soon to call a “top” in US interest rates?
Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson sees tentative signs that we may be nearing such a plateau in US rates, but there is still much uncertainty around the future path of inflation. What are the investment implications?
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2022
Is it too soon to call a “top” in US interest rates?
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Demystifying decumulation: a practical guide
Investors seeking a sound decumulation strategy must consider a host of variables, including risks that weren't on the radar when they were accumulating assets. Members of our Investment Strategy team consider the interaction between portfolio withdrawals and specific characteristics of the portfolio's realised return. They also offer thoughts on successful decumulation strategies, focusing on portfolio construction, process design and implementation.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2022
Demystifying decumulation: a practical guide
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Monthly Market Snapshot: March 2022
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 2022
Monthly Market Snapshot: March 2022
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<span>Insurance Multi-Asset Outlook —</span> Higher inflation, rising rates: front and center for insurers
With macro and market complications piling up through the first few months of 2022, Insurance Multi-Asset Strategist Tim Antonelli provides his investment implications for global insurers.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2022
Insurance Multi-Asset Outlook — Higher inflation, rising rates: front and center for insurers
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Tim Antonelli
 CFA, FRM, SCR
Russia/Ukraine: transformational, not transitory   
Four Wellington thought leaders share their distinct individual perspectives on the short- and longer-term implications of the tragic watershed conflict between Russia and Ukraine: Geopolitical Strategist Thomas Mucha on the geopolitical backdrop; Macro Strategist John Butler on what it means for Europe; Macro Strategist Santiago Millán on the role of China; and Portfolio Manager David Chang on the commodities markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2022
Russia/Ukraine: transformational, not transitory  
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China is <em>not</em> Russia: reasons to stay invested
Equity Portfolio Manager Greg Mattiko challenges investors to look at actions rather than conjecture when considering reduced exposure to China, and to recognise that the real risk may be in being underexposed to the world’s second-largest economy.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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March 2022
China is not Russia: reasons to stay invested
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Monthly Market Snapshot: February 2022
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.
publish
March 2022
Monthly Market Snapshot: February 2022
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publish
<em style="font-size: 24px;">Timely perspectives</em><br>Russia/Ukraine conflict: what investors need to know
Russia’s invasion of Ukraine sent shockwaves around the world and has triggered a massive response from the US and Europe. We’ve assembled this collection of timely insights, which we’ll update frequently, to help investors navigate these unprecedented times.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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March 2022
Timely perspectives
Russia/Ukraine conflict: what investors need to know
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All figures are for the Wellington Management Group of companies as at 31 December 2021.

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

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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.