• Wellington Management Funds

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Why Wellington Management funds

Wellington Management is one of the world’s largest privately owned fund managers. Our funds provide institutions, financial intermediaries and wealth managers with access to innovative investment approaches created by our diverse investment teams. Our skilled investors work together to uncover new investment ideas and pursue strong long-term results.

  • Assets under management: USD 1 T
  • Investment professionals: 700+
  • Number of clients: 2200+
  • Client locations (by country): 60+

All figures are for the Wellington Management Group of companies as at 30 June 2018

OUR FUND CAPABILITIES

Our diverse fund range spans asset classes, regions and styles — offering investors the flexibility and focus to pursue a wide range of investment objectives. With a variety of fund types to choose from, investors can access our expertise in the way that best suits them.

Focus Funds

Wellington Management: More than 88 years of history

Our first UCITS fund was launched more than 20 years ago, but our firm’s history goes back almost 90 years. Since 1928, we’ve been serving a wide range of institutions around the world, including pension funds, sovereign-wealth funds, endowments and foundations, family offices, fund sponsors and insurance companies.

1928

We trace our roots back to when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the US.

1958

Since its inception, the daily Morning Meeting has been held with the same objectives: to exchange investment ideas, spark wide-ranging discussions and learn from one another each day.

1960s

Four talented investment professionals took on leadership roles at the firm: W. Nicholas Thorndike, Robert Doran, Stephen Paine and George Lewis. Together, they refocused the business and turned it into a global firm, taking on investments and clients outside the US.

1979

Twenty-nine original partners took a risk and bought back the firm after its brief period as a public company. They believed the private form of ownership to be in the best interests of clients and the business.

1983

We opened our London office and began expanding globally at an energetic pace.

1994

We launched our first UCITS fund in Luxembourg. The same year, we also launched our first long/short equity fund, establishing a foundation for the sizeable alternatives platform we have today.

1996 - 1997

To serve our fund investors and other clients in the Asia-Pacific region, we opened our Singapore, Tokyo and Sydney offices.

1997

We launched our Irish fund family, giving our clients the flexibility of two European fund domiciles (Ireland and Luxembourg).

2003 - 2014

We continued to grow globally — in terms of both our client relationships and our investment platform. We opened offices in Hong Kong, Beijing, Frankfurt, Luxembourg and Zurich during these years.

Wellington Management today

We are a global organisation with a significant presence and long-term track record in nearly all sectors of the securities markets. Wellington Management Funds include UCITS and non-UCITS funds and specific fund families domiciled outside of Europe. They draw on the broad equity, fixed income, multi-asset and alternatives investment capabilities of our investment teams.

USD 1 T of client assets under
management

14 offices worldwide

2200+ clients

USD 40 B of assets in our Wellington Management family of funds

700+ investment professionals

459 fund investors

All figures are for the Wellington Management Group of companies as at 30 June 2018

Ann Gallo

Inside our daily Morning Meeting

Every morning, hundreds of portfolio managers, research analysts and other investment professionals — connecting remotely from our offices around the globe — gather together to discuss timely investment ideas. Wellington Management's Morning Meeting is an enduring example of our collegial culture in action. For nearly 60 years, we've begun every business day with this dynamic exchange, sharing and debating the insights of our global, multidisciplinary investment teams. We believe that local knowledge and global collaboration give us an advantage in how we think about market developments.

Featured Insights

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

© 2019 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 prospectus and Key Investor Information for the fund which contain further information on the risks and features of the fund. Unless stated otherwise data is as at previous month end.

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