• Wellington Management Funds

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Hedged equity

Our approach

Our hedged equity approaches seek to provide distinctive performance profiles by drawing on our longstanding experience in single sectors and regions such as health care, and specific regions such as Europe and the US. We also offer hedged equities with a contrarian style, as well as market-neutral approaches. 

Investment in the funds described below places an investor’s capital at risk. Alternative investments tend to be speculative and use leverage, which can magnify potential losses.  Additionally, they can be subject to increased illiquidity, volatility and counterparty risks, among other risks.

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US Equity Long-Short Fund

The Fund aims to deliver attractive risk-adjusted returns with lower volatility than the broad equity market by investing primarily in US companies with accelerating revenue growth across sectors and market capitalisations.

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Global Health Care Long-Short Fund

The Fund seeks to generate returns by taking long exposure in what we believe to be high-quality attractively valued companies with differentiated products and services across all health care sub-sectors and by shorting those we believe do not have these characteristics. The use of short positions gives our experienced health care portfolio managers the flexibility to invest throughout the health care industry’s cycle and has the potential to reduce volatility during market declines.

map of Europe with compass

Strategic European Equity Long-Short Fund

The Fund aims to look past the market's short-term developments, to identify the companies we believe to be the structural winners or losers over the long term, in order to deliver market-like returns, but with similar to lower volatility. The team picks both long and short positions based on three main criteria: long-term growth potential, competitive positioning and relative valuation.

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Global Capital Cycles Long-Short Fund

The Fund seeks to generate long-term capital appreciation through a combination of investing in what we believe are attractive cyclical investments, gaining exposure to assets that sit outside of capital cycles and deploying cash opportunistically. We believe this blend should result in a more stable profile over time.

Our capabilities in Alternatives

Absolute Return Fixed Income

Fixed income and currency approaches with an absolute return style.

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Investments across asset classes with an absolute return approach.

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Real Assets

Approaches that invest in physical assets, including commodities.

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Private Equity

Investing in the equity of unquoted companies.

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Alternatives Insights

Contact us

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

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.

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