US Commingled Vehicles

Flexibility to Meet a Variety of Needs

Wellington Management clients can invest in many of our investment approaches through both separate accounts and an array of US commingled vehicles.

Commingled vehicles can offer numerous advantages, including:

  • Access to investment approaches with a lower minimum investment than a separate account
  • More efficient bundled administration as well as easier performance and investment tracking
  • 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 may vary by client type.

Features:

Contact us for more information on commingled vehicles.

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