Commingled Vehicles
Flexibility to Meet a Variety of Needs
Wellington Management clients worldwide can invest in many of our investment approaches through both separate accounts and an array of commingled vehicles that include both US and non-US domiciled portfolios.
Commingled vehicles can offer numerous advantages, including:
- Access to investment approaches otherwise unavailable due to scale or other reasons
- More efficient bundled administration as well as easier performance and investment tracking
- Suitability, as many vehicles are available exclusively for specific needs
- Economies of scale that emerge as expenses are spread over a larger asset base
Commingled vehicles are available only to qualified investors. The portfolios available, as well as the terms and conditions of investing, vary by the investor's geographic location.
Features:
Contact us for more information on commingled vehicles.
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