why wellington for active equities?
GBP 425 B+
Equity assets managed firmwide
250+
Equity investment professionals
19
Average years' experience
All figures are for the Wellington Management Group of companies as at 31 December 2023.
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It's all about Nvidia! But is it really?
From an equity market perspective, it seems February was all about Nvidia’s earnings and AI. Read Wellington Macro Strategist Nicolas Wylenzek's perspectives.
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At Wellington, we have been actively managing equity portfolios since 1928. Over the years, we have developed our diverse range of active strategies — from regional to global, thematic to sector, value to growth and across qualitative and quantitative approaches — with the aim of meeting investors’ different objectives.
Within our range of actively managed equity funds, a number of these are categorised under Article 8 and Article 9 of the Sustainable Finance Disclosures Regulation (SFDR).
Many of our Article 8 and Article 9 funds incorporate active ownership and engagement practices with companies on ESG factors and stewardship. Through these investment funds, we believe we can help unlock value in companies by influencing business practices and potentially enhance long-term investment returns. Our partnerships with Woodwell Climate Research Center — one of the world’s leading independent climate research organisations — and the Massachusetts Institute of Technology (MIT) help inform our investments.
As a founding member of the Net Zero Asset Managers initiative, through many of these funds, we also support and promote the goal of net-zero greenhouse gas portfolio emissions by 2050, and have partnered with asset-owner clients to set interim targets for a meaningful proportion of the firm’s assets under management.
Further details regarding the SFDR categorisation of our active equity funds can be found on the fund pages on our website. Full details of the extent to which each fund incorporates ESG and sustainability factors can be found in the funds’ SFDR disclosure documents.
Our collaborative culture encourages portfolio managers to leverage insights from Wellington’s equity, fixed income, multi-asset, alternatives, macro and quant teams around the world. At the same time, not having a chief investment officer enables our portfolio managers to develop and apply an independent philosophy and process unique to their area of expertise.
why invest in active equities?
We think that investing solely in index-tracking or passive funds, which aim to mimic and not beat the market, is unlikely to help investors meet their investment goals.
In our view, this can be achieved via active management, which we feel offers investors a number of potential benefits including:
We offer investors a range of active equity funds that cover the risk/return spectrum across market capitalisations, regions, sectors and styles, to help complement their investment portfolios.
A thematic emerging markets equity fund focused on development themes using a risk-weighted approach.
A global equity fund aiming to generate a financial return and measurable societal or environmental impact.
A highly selective global equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance.
A global equity fund investing in long-lived physical assets.
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.
Equity market outlook
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Monthly Market Snapshot — February 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Key factors to monitor in European equities
Macro Strategist Nicolas Wylenzek assesses the longer-term prospects of European equity markets through the prism of five key factors.
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John Mullins, Irmak Surenkok and Steven Ye assess the investment debate surrounding China's prolonged underperformance and outline three investment ideas for active investors to consider.
The Trump/Biden rematch: Market implications of unprecedented policy divergence
Macro Strategist Juhi Dhawan discusses six key areas of policy debate in this year's US election that she expects will matter most to markets, from the tax and spending plans to trade and geopolitics.
It's all about Nvidia! But is it really?
From an equity market perspective, it seems February was all about Nvidia’s earnings and AI. Read Wellington Macro Strategist Nicolas Wylenzek's perspectives.
How to nurture a growth mindset in a higher-yielding landscape
In a higher-yield world, can fixed income deliver meaningful growth? John Mullins, Supriya Menon and Alex King explore how high-yield bonds may offer a powerful opportunity for growth - as well as a cushion against uncertainty.
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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.
Equity Market Outlook
In our 2023 Equity Outlook, we offer a range of fundamental, factor, and sector insights as we look to 2023.
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