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USD 175 B+
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Assets managed firmwide in multi-asset strategies
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Denmark, Institutional
Changea trusted partner
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250+
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Multi-asset investment professionals
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16
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Average years' experience
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All figures are for the Wellington Management Group of companies as of 31 December 2024.
Our Multi-asset funds
Multi-asset funds aim to help meet our clients’ range of investment objectives, whether this relates to income generation, capital growth or managing volatility through diversification. The funds below may help to achieve some of those objectives.
wellington multi-asset high income fund
Dynamic multi-strategy fund with a diversified approach to sustainable income.
wellington sustainable multi-asset total return income fund
A multi-asset strategy that seeks to provide regular income and actively manage downside risk.
All investors should consider the risks that may impact their capital, before investing. The value of your investment may become worth more or less than at the time of the original investment.
multi-asset overview
Our multi-asset investors bring deep experience to every strategy they manage. They apply skill in fundamental, macro, quantitative, and technical analysis, and they tap into the broad resources of Wellington Management, including specialists in equities, bonds, currencies, and commodities.
With multi-asset investors in Asia, Europe and the US, we bring diverse perspectives and deep experience to investment research and portfolio management.
Among our specialised teams is the iStrat Multi-Asset Team. As members of our Investment Strategy & Solutions Group, they build and manage multi-asset strategies and custom solutions, and provide strategic advice to help clients address their investment challenges.
Featured content
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Insights Posts
Monthly Asset Allocation Outlook
Wondering how to reposition your portfolio amid election-related uncertainty? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.
5
min
Article
2025-11-30
URL References
Related Insights
Multi-asset Insights
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Insights Posts
Asset Allocation Outlook
How to evolve your portfolio amid #marketturmoil? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views. For professional, institutional or accredited investors only. Capital at risk.
4
min
Article
2026-04-30
Insurance Quick Takes: Positioning portfolios for what’s next in private credit
In our latest Insurance Quick Takes video, Tim Antonelli, head of Insurance Multi-Asset Strategy and portfolio manager, discusses the 2025 outlook for private credit and its implications for insurers.
8
min
Video
2026-03-31
The US equity rotation: Where have all the good vibes gone?
After riding into 2025 on a wave of post-election euphoria, the US stock market has struggled to find its footing so far this year. Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at what’s changed in the markets and what it might mean for investors.
4
min
Article
2026-03-31
Monthly Market Review — January 2025
A monthly update on equity, fixed income, currency, and commodity markets.
18
min
Article
2026-02-28
Insurance Quick Takes: The latest from the NAIC on CLO and bond fund capital charges
In our latest Insurance Quick Takes video, Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, offers a timely update on two important investment-related projects discussed in a special NAIC meeting.
6
min
Video
2026-02-27
Deeply seeking the impact of AI spending on bond yields
Brij Khurana explores the surprising way in which AI spending may impact Treasury yields and complicate the Fed's rate-policy decisions.
6
min
Article
2026-02-28
Implementing decarbonisation guidelines: lessons learned in collaboration with clients
For asset owners with net-zero ambitions, balancing decarbonisation goals with investment objectives can be a challenge. Climate Transition Risk Analyst Julie Delongchamp outlines a practical five-step approach to implementing tailored guidelines.
10
min
Whitepaper
2026-02-28
Quarterly Market Review
A quarterly update on equity, fixed income, currency, and commodity markets.
18
min
Article
2026-01-31
Picture this: Economic forecast in 6 charts
We offer our 2025 economic and market forecasts across the capital markets in 6 charts.
10
min
Article
2025-07-15
Monthly Market Review — November 2024
A monthly update on equity, fixed income, currency, and commodity markets.
18
min
Article
2025-12-31
URL References
Related Insights
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Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees.
Source: Wellington Management
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 offering documents for the relevant fund, which are the relevant prospectus, and Key Investor Information which contain further information on the risks and features of the fund, and the latest financial reports and any other offering documents for the fund which are available on this Website. Unless stated otherwise data is as at previous month end.
Monthly Market Review — February 2025
A monthly update on equity, fixed income, currency, and commodity markets.
By
Brett Hinds
Jameson Dunn