USD 526 B
Equity assets managed firmwide
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Equity assets managed firmwide
Equity investment professionals
Average years' experience
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:
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.
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.
Fintech market overview: The intersection of disruption and dispersion
In the latest episode of WellSaid, Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.
By design and by default: Industry consolidation gathers steam across India
Equity Portfolio Manager Murali Srikantaiai sees increased industry consolidation in India as a largely positive trend from which some equity investors can (and should) seek to benefit.
Actively supporting the decarbonisation of utilities
Why actively supporting the decarbonisation of utilities offers the potential for better long-term outcomes from both a net-zero and value-creation perspective.
Thematic investing: Long-term thinking for a short-term world
With economic conditions expected to remain volatile in the coming year, members of our Investment Strategy team suggest that thematic allocations may help reduce the importance of the cycle to portfolio returns.
The allocator’s landscape: Three areas of attention for 2023
Natasha Brook-Walters, Co-Head of Investment Strategy, discusses downside mitigation given the shifting equity/bond correlation, the impact of cyclical and macro volatility, and opportunities to position for long-term change.
EM equity in 2023: Will the longest bear market in history continue?
We explore three key considerations for EM investors in today’s challenging environment and highlight potential winners and losers in 2023.
2023 Equity Outlook
In our 2023 Equity Outlook, we offer a range of fundamental, factor, and sector insights as we look to 2023.
Equity allocation ideas after a year of factor extremes
Members of our Fundamental Factor Team discuss the role of defensive allocations as a complement to growth and value, the improved stock-picking environment, and the need for macro stress tests, among other topics.
Fintech outlook for 2023: The trends separating the winners and losers
Our fintech investors delve into high-conviction ideas for the year ahead — including embedded finance, buy-now-pay later, and digital assets — and highlight the power of incumbency amid today's increased volatility and dispersion.
Inflation, rates, and volatility: The best defense is a good offense
Insurance Strategist Tim Antonelli shares his latest multi-asset views for insurers, including the need to balance defensive portfolio strategies with continued income and return generation.
All figures are for the Wellington Management Group of companies as at 31 March 2022.
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.