• Wellington Management Funds

  • United Kingdom flag United Kingdom, Institutional
  • Change
We use cookies to improve your experience on our website. To accept cookies click Accept & Close, or continue browsing as normal. For more information, visit Cookies & Tracking Notice.
Accept & Close

Emerging Markets Equities

The more you look, the more you see

EM equity assets managed firmwide

USD 28 B

Track record managing EM equities

33 years

Number of EM equity approaches

23

Overview

Our approaches rely on our combination of expertise and collaboration, which informs the investment perspectives that drive all of our emerging markets funds. Our culture of sharing and testing ideas leads us to offer distinctive approaches across equity and fixed income, including core and thematic equity as well as sovereign and corporate emerging debt.

Distinctive strategies
Broad and deep research
Global collaboration
Distinctive strategies

With a multi-boutique investment platform — backed by our private partnership structure — and no chief investment officer, we give each portfolio manager the freedom to build innovative investment approaches. We offer distinctive strategies focused on meeting investors’ needs.

Broad and deep research

Our research capabilities are as broad as emerging economies themselves. We have around 50 global industry analysts covering over 1,000 emerging markets stocks. In addition to visiting companies, our emerging markets specialists conduct grassroots research into areas such as changing lifestyles and consumption patterns.

Global collaboration

Our equity investors collaborate daily with colleagues specialising in fixed income, commodities, macroeconomics and ESG. Our credit and equity analysts often have joint meetings with company management teams so that we can form a holistic view of the health of a company.

Our Heritage

  • 1985

    Wellington Management makes its first investment in emerging markets equity

  • 1994

    We launch our first dedicated global emerging markets approach

  • 1999

    We extend our platform to include our first dedicated regional emerging markets approach focused on Latin America

  • 2007

    Tapping into our deep industry expertise, our growing suite of emerging markets products begins to incorporate sector-specific approaches. Our earliest approach focusing on the health care sector

  • 2009

    Combining our expertise in emerging markets and quantitative investing, we create our first emerging markets systematic approach

  • 2015

    We launch our first dedicated China A-share strategy and an approach focusing on the future development of emerging markets

  • Today

    To meet investors' needs, we offer a full range of emerging markets strategies, including core, regional, thematic and systematic equity approaches

Our equity funds seek out the hidden
gems of tomorrow



Emerging Markets Research Equity Fund

Drawing on our fundamental sector expertise, seeking to unearth the best emerging markets companies

learn more

Emerging Market Development Fund

Investing in emerging markets companies that we believe will benefit from economic and structural development themes

learn more

Emerging Markets Systematic Equity Fund

Sifting through data to find the drivers across the market-cap spectrum using a systematic approach

learn more


View our suite of emerging markets funds

view funds

Investors should consider the risks that may impact their capital. The value of your investment may become more or less than the amount you initially invested.

image

Emerging Markets Equities at Wellington Management

Rapid change in the developing world is creating a new set of tailwinds for sectors and companies. Wellington’s specialists in emerging markets equities discuss how they approach such a dynamic and diverse asset class.

image

INVESTING IN EMERGING MARKETS: TO SEE DEEPER, GO FURTHER

Our survey shows that most professional fund buyers prefer active over passive strategies when investing in emerging markets. Here, Wellington’s investors explain why in-depth research and selectivity may be key to addressing the investment risks and opportunities presented by the developing world. 

Emerging Markets Insights

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

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.

Welcome to Wellington.

Please select and confirm below.

loader
  • Select your REGION
  • EUROPE
  • LATIN AMERICA