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Reimagining multi-asset investing

Our next generation multi-asset funds target consistent and sustainable long-term performance — whether clients seek growth, income or another outcome. We target significantly lower volatility and drawdowns than broad equity markets by embedding multi-layered diversification within portfolios.

All investors should consider the risks that may impact their capital, before investing. The value of your investment may become worth more or less at the time of the original investment.

INVESTORS SHOULD REFER TO THE FUND PROSPECTUS AND KEY INVESTOR INFORMATION DOCUMENT FOR A FULL LIST OF RISK FACTORS AND PRE-INVESTMENT DISCLOSURES BEFORE INVESTING.

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    Growth

    • Targets positive returns in all market conditions
    • Diversified, lowly correlated return sources
    • Low correlations with equities and bonds*
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    INCOME

    • Targets an attractive, stable, above-inflation income
    • Designed to pay income without eroding capital
    • Diversified for “all-weather” profile**

Growth

We designed our flagship next generation multi-asset growth strategy to provide consistent and sustainable long-term growth across the cycle. It seeks to maintain low correlations between multiple sources of return and overall to markets, which can help generate smoother and more consistent returns during periods of volatility.

* Our growth solutions aim to achieve positive returns in all market conditions, but there is no guarantee that this objective will be achieved and your capital is at risk.

Featured insights

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Our approach to growth

Matthew Bullock discusses why traditional multi-asset portfolios are likely to be challenged in volatile markets. He explains how our differentiated approach targets lower correlations with markets, and how this can create much better longer-term outcomes for investors.

Income

Our income solution invests dynamically across multiple sources of return that are diversified by asset class and include market-neutral ideas that do not depend on market direction. We then use the power of compounding to target a regular, above-inflation income that is sourced from the portfolio’s natural yield. We aim for the income to be sustainable, which means the solution does not rely on repaying capital to meet its yield objective.

** Income may fluctuate in accordance with market conditions and is not guaranteed. Dividends are paid from operating income in the first instance, but where there is a shortfall, dividends may be paid from other profits. If there are insufficient profits for the period then dividends may be paid from capital. Dividends are calculated based on the yield gross of fees, expenses and taxes on underlying investments, and while this increases the dividend payment, it reduces the potential for capital growth and may erode capital in the long term.

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Our approach to income

Our approach to generating sustainable income is a three-part multi-asset strategy we call Dynamic Diversified Income (DDI). DDI seeks a stable income with a secondary focus on generating capital growth over time. It is based on three core pillars: dynamism, diversification and income.

WHAT DISTINGUISHES MULTI-ASSET INVESTING AT WELLINGTON MANAGEMENT

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    Empowered investment teams

    Our diverse, focused teams have freedom of philosophy and process, and are supported by comprehensive in-house research and other global resources.

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    Long-term perspective

    Our private ownership structure provides stability and lets us focus on generating the best possible long-term investment results for our clients.

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    Singular focus on investment management

    Our only business is managing money for clients, which lets us focus on pursuing superior returns and exceeding client expectations.

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    Open, collaborative culture

    We actively foster healthy debate, diverse thinking and the free exchange of ideas, which we believe are essential for informed investment decisions.

TEAM

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Stephen Gorman, CFA

Portfolio Manager

Steve is the director of the Tactical team within multi-asset strategies and a portfolio manager focusing on risk-balanced, alternative beta and diversified growth approaches, including our Global Managed Risk and Multi-Asset Absolute Return portfolios. Steve has authored or co-authored a number of articles on multi-asset investing, including “Conditional Distribution in Portfolio Theory” (Financial Analysts Journal), “International Benchmarks: In Support of a 50% Hedge Ratio” (Journal of Investing) and “The International Equity Commitment” (Research Foundation of CFA Institute Monograph).

Peter Wilke

Peter Wilke

Portfolio Manager

As a portfolio manager in multi-asset strategies, Peter Wilke manages several portfolios for clients in different regions, with a particular focus on income-generating asset classes. His investment philosophy involves blending thematic and quantitative insights to meet clients’ investment objectives. He has been involved with launching new products and has also been working with researchers on the team to develop an investment platform that allows clients to customise their investment approach to suit their risk/return and income preferences.

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Matthew Bullock

Investment Director, Multi-Asset Product Management

As an investment director in multi-asset strategies, Matthew is responsible for a range of investment approaches and custom solutions for our clients in Europe, the Middle East and Africa. He helps to ensure the integrity of our investment approaches by overseeing portfolio positioning, performance and risk exposures and by conducting analysis to inform the investment process. He helps develop new products and client solutions, and manages business issues. He also meets with clients, prospects and consultants to communicate our investment philosophy, strategy, positioning and performance.

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Welcome to Wellington.

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