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.
GBP 925B+
Assets managed firmwide
950+
Investment professionals
2,500+
Number of clients
60+
Client locations by country/region
All figures are for the Wellington Management Group of companies as at 30 June 2023.
Seeks to outperform global fixed income markets represented by the Bloomberg Global Aggregate Index USD Hedged while generating measurable positive social or environmental impact
Art.9 (SFDR)
Capital at risk
A highly selective global equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance
Art.9 (SFDR)
Capital at risk
Global equity fund seeking long-term total returns through capital growth and income.
Art.8 (SFDR)
Capital at risk
Focus on Sustainability
Featured content
Blue bonds: long-awaited innovation or yet to make a splash?
Blue bonds – which aim to support projects related to ocean conservation – are on the rise. How effective are they and what do investors need to know before they invest?
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Contact the team
Our clients are always looking for new and innovative ways to differentiate their client portfolios. The UK distribution team look forward to hearing from you.
Shareholder activism in Japan: Integrating ESG within the investment process
In the final article within our series on shareholder activism in Japan, ESG Analyst Soo Ho Jung shares how the Japan equity team integrates ESG to help realize value for investors.
When extreme weather becomes the norm: what’s next for climate investors?
Climate investors can play a crucial role in accelerating mitigation and adaptation solutions. But finding investable opportunities requires a deep understanding of the climate investing landscape.
WellSaid: The economic significance of biodiversity
In this short clip from his WellSaid podcast interview, Dr. Zach Zobel of Woodwell Climate Research Center discusses the economic importance of coral reefs — lynchpins of marine biodiversity and vital to fishing, tourism, and other industries.
Activism – History and evolution in Japan
Investment Specialist Toshiki Izumi examines the history of shareholder activism in Japan, with particular emphasis on the differences between current and historical attitudes toward activism.
Designing a climate-aware strategic asset allocation
Members of our Investment Strategy Team explain how they incorporate climate metrics into their asset allocation optimization process. They also discuss implementation — the choice of specific climate-aware building blocks and strategies to express the desired asset allocation.
Why investing in themes for EM equities may reap rewards
Portfolio Manager Dáire Dunne outlines why he is increasingly optimistic about the potential opportunities within select EM equity themes this year.
Thematic investing focus: The future of food
The global food system has reached a tipping point and change is coming, creating investment opportunities aided by demographic, policy, and innovation tailwinds.
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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.
