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 in the UK 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

926

Investment professionals

2,464

Clients

62

Client locations (by country)

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

Fund Ideas

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Global Impact Bond Fund

Global fixed income fund aiming to generate a financial return and measurable environmental or social impact. 

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598148224
Global Impact Fund

Global equity fund aiming to generate a financial return and measurable societal or environmental impact. 

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109350127
Climate Market Neutral Fund

A global equity long/short fund with a focus on climate risks and opportunities.

 

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Emerging Market Development Fund

Thematic emerging markets equity fund focused on development themes using a risk-weighted approach.
 

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Global Stewards Fund

A highly selective global equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance.

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Featured insight

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2021 Sustainability Report
Sustainability is a strategic priority for our firm and an integral part of our commitment to our clients. By focusing on our clients’ objectives and pairing intellectual curiosity with discipline, we believe we can help our clients meet their long-term goals in a changing world. We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
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2023-06-14

Latest sustainable investing Insights

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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.