• Wellington Management Funds

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Alternative investments

Equipped to perform

Alternatives assets managed firmwide

37 B*

Track record managing alternative investments

20+ years

Number of alternative investment approaches

80

Alternatives overview

Wellington Management is one of the world’s foremost investment managers in alternative investments. Having managed alternative approaches for over 20 years, our experience and depth in the field enable us to look beyond the traditional and develop strategies that aim to address the investment challenges of tomorrow.

Our alternatives capabilities are powered by a combination of the innovative spirit of a boutique investment manager and the stability and depth of resources offered by a global asset manager, backed by Wellington Management’s private partnership model. By offering global research and world-class investment infrastructure, we are able to attract and retain the finest alternatives talent. Our culture promotes teamwork and the sharing and testing of ideas so that we offer differentiated approaches to our clients.

We build alternative strategies that draw on our longstanding expertise across all major asset classes, from hedged equities to absolute return fixed income, multi-asset alternative beta and risk premia, real assets and private equity.

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.

Nicholas Adams

There's a reason that I've been only at Wellington for the past 30 years, and that's because I don't think that there's another place where I'd have access to more support, more knowledge, or more wisdom on any subject and on any company around the world.

Nick Adams, Fund Manager

Our capabilities in Alternatives


Hedged Equity

Regional and thematic long/short listed equity approaches.

more info

Absolute Return Fixed Income

Fixed income and currency approaches with an absolute return style.

more info

Multi-Asset

Investments across asset classes with an absolute return approach.

more info

Real Assets

Approaches that invest in physical assets, including commodities.

more info

Private Equity

Investing in the equity of unquoted companies.

more info
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Featured insight

WE RECENTLY SHARED OUR VIEWS on how rapidly shifting economic and market conditions could create a more favorable environment for alpha focused, absolute return fixed income strategies. Since then, many of our observations appear to be taking shape, led by central banks aiming to pull back from ultra-accommodative policies like quantitative easing (QE).

Our heritage

From our very first days as an investment manager, Wellington Management has looked beyond the traditional to develop strategies to address key investment challenges. We have continued to innovate over the years as the world has evolved.

1928

A milestone for Wellington...

Wellington Management establishes the first balanced fund in the US, which is still running today.

...a milestone for aviation.

Amelia Earhart becomes the first woman to fly across the Atlantic.

1994

A milestone for Wellington...

We offer our first long/short strategy.

...a milestone for computer science.

The first commercial web browser was created, which tapped the Web’s commercial potential.

2006

A milestone for Wellington...

We establish our first global macro approach. Our Alternatives business reaches USD 20 B.

...a milestone for medical science.

The sequence of the last chromosome in the Human Genome Project is published in the journal Nature.

2012

A milestone for Wellington...

We launch our multi-strategy and quantitative equity long/short approaches.

...a milestone for the universe.

The Higgs Boson or ‘God Particle’ is discovered by CERN’s Large Hadron Collider.

2013

A milestone for Wellington...

We include alternative risk premia strategies into our multi-asset approaches.

...a milestone for visual prosthetics.

Using a microchip embedded in the skull and a digital camera set on a pair of glasses, engineers and designers unveil one of the world’s first bionic eyes.

2014

A milestone for Wellington...

Our suite expands into the world of private equity. We also launch our first credit long/short approach.

...a milestone for water technology.

Scientists and designers collaborate to create a "drinkable book", a sanitation manual with pages that double as water filters. The book’s pages contain unique technology that can help decrease the bacteria count of contaminated drinking water by more than 99.9% percent.

2017

A milestone for Wellington...

Our first strategy launches out of our internal incubation facility, which allows managers to run new approaches before they are made available to clients.

....a milestone for spaceflight.

A revolution in spaceflight as a recyclable rocket booster is mastered that doesn’t crash after use.

Now

Wellington Management today is one of the world's foremost managers in alternative investments.

USD 40 B Alternatives assets
under management
firmwide

20+ years Track record managing
alternative investments

73 Alternative investment approaches

Alternatives Insights

All figures are for the Wellington Management Group of companies as at 31 December 2018.

*Approximately USD 6 billion of the alternatives AUM is also included in the AUM for fixed income, USD 15 billion is included in the equity AUM, and USD 16 billion is included in the multi-asset AUM.”

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 KIID 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.

For further information about our capabilities, please contact your Wellington Alternative Investments representative or contact us

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