Why Wellington management

Wellington Management is one of the world’s largest privately owned fund managers. Our funds provide wealth managers, institutions, and financial intermediaries with access to innovative investment solutions created by our diverse investment teams. Our skilled investors work together to uncover new investment ideas and pursue strong long-term results for your clients.

USD 1 T+

Assets managed firmwide


Investment professionals


Number of clients


Client locations by country/region

All figures are for the Wellington Management Group of companies as at 30th June 2022.

Focus on sustainable investing

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All figures are for the Wellington Management Group of companies as at 31 December 2021.
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.