Reboot your exposure,
invest in the tech driving disruption

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Work. Reimagined

Creativity augmented by AI

Work is about completing tasks and technology has rapidly improved scale and efficiency.

Your future work life will see tech drive progress beyond your imagination, harnessing advances in automation, machine learning and much more.

Tech WELLcovered | Work Available now!

Read our new insight to explore how tech is unlocking endless possibilities in the workplace.

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Experience. Transformed

Be in two places at once...

Experience refers to how we spend our time outside of work, and technology now offers you more options than ever before.

Workplace innovation will continue to expand your leisure time and technologies like 5G, AI and augmented reality will transform your experiences, enhancing everything from music and gaming to travel.

Tech WELLcovered | Experience Available now!

Read our new insight and explore how fun is evolving through tech’s disruption.

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Life stages. Fulfilled

Untangling uncertainty with clarity...

Different life stages have different needs. In areas like health care, education and retirement planning, we’ve seen the status quo disrupted by innovation.

For the next phase, we expect technologies like AI and genomic sequencing to help you better fulfill your life’s aspirations.

Tech WELLcovered | Life stages Available now!

Read our new insight and explore how tech is expanding your life’s potential.

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Legacy. Redefined

Beyond the passing of wealth...

Legacy used to only mean the wealth you left behind. But today, it’s about what kind of world we are going to leave for our future generations.

Tech and innovation will have huge implications on the sustainability, diversity and equity of tomorrow.

Tech WELLcovered | Legacy Available now!

Read our new insight to explore how tech is moulding our definition of legacy in this generation.

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LIMITLESS POTENTIAL AHEAD

Even your morning cup of joe is now powered by innovation. The future of Work, Experience, Life stages and Legacy will no doubt see huge disruption from technology. The innovations we’re witnessing today are only the beginning.

Compare our funds

At Wellington, we believe our active and research-oriented funds have tech WELLcovered and will enable us to uncover the opportunities that are most likely to have the potential to prosper and endure for the long term.

Capital at risk

I want to...

Access the tech progress across Asia

>

Asia Technology Fund

This fund offers access to a sector at the forefront of innovation in nearly every segment of the economy, is less concentrated in mega-tech names than many peers and has the potential to harness lesser-known opportunities through on-the-ground research in Asia.

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paying-with-phone

Invest in the growth of financial tech

FinTech Fund

With a long-term, pure-play approach to יִntech — focused on quality companies and managed by a highly experienced team with over two decades of experience investing in the sector, we believe this fund offers differentiated exposure to enduring innovation and disruption.

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future-tech

Extend exposure to innovation beyond tech

Global Innovation Fund

This fund focuses on innovative companies, across sectors and geographies, with growth potential driven by differentiated product sets or seismic structural changes. We believe this offers compelling access to secular trends from machine learning to immuno-oncology to climate change.

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WELLINGTON AT WORK

Collaboration is Wellington's research edge. We pair deep research resources — industry research analysts — with independent portfolio teams operating in an entrepreneurial environment. Every portfolio manager has their own team, philosophy and process. But crucially, they draw on global and local expertise across the broad and deep research resources of the firm

* The figures regarding investment staff do not include support staff and other employees. All figures as of December 2020

800+

Investment professionals globally*

i

Our research resources

Global Technology Team

Each of our targeted tech and innovation approaches is supported by the robust expertise of our Global Technology Team.

10

Team members

19

Average years of experience

Global Finance Team

Our Global Finance Team offers critical insights on the industries being impacted by fintech disruption.

10

Team members

24

Average years of experience

Industry Research Analysts

Technology and innovation are increasingly disrupting every segment of the economy. Our industry research analysts offer incredible depth and breadth of expertise to help us find opportunities across industries

55

Team members

19

Average years of experience

ESG Research Team

Environmental, social and governance risks and opportunities are more relevant than ever. Our dedicated ESG Research Team provides in-depth insights on every market and company that we research.

12

Team members

16

Average years of experience

Macroanalysts

Our macroanalysts help our portfolio management teams better understand the macro factors impacting innovative and disruptive companies.

13

Team members

23

Average years of experience

Investment Science Team

Our investment and data science capabilities offer our technology team differentiated insights on opportunities and risks leveraging the latest innovations in investment science.

56

Team members

16

Average years of experience

Product specialists

Our product management team works closely with our investors to help oversee positioning, performance and risk exposures and manage business issues. This enables our investors to focus on finding the best opportunities for our clients.

8

Team members

14

Average years of experience

Broad research resources

The portfolio management teams also leverage the expertise of more than 800 investors across fixed income, commodities, currency and other investment disciplines.

800+

Investment professionals

17

Average years of experience

Asia Technology Fund >

Anita Killian, CFA, Tokyo
33 years
of experience

4 Team members

Yash Patodia, Singapore
13 years
of experience

21Average years of experience
All figures as of December 2020
FinTech Fund >

Bruce Glazer, Boston
28 years
of experience

5 Team members
19Average years of experience
All figures as of December 2020
Global Innovation Fund >

Michael Masdea, Boston
23 years
of experience

2 Team members

Brian Barbetta, Boston
13 years
of experience

19Average years of experience
All figures as of December 2020
Asia Tech
Asia Technology Fund >

Anita Killian, CFA, Tokyo
33 years
of experience

Yash Patodia, Singapore
13 years
of experience

4 Team
members
21Average years
of experience
All figures as of December 2020
FinTech
FinTech Fund >

Bruce Glazer, Boston
28 years
of experience

5 Team members
19Average years
of experience
All figures as of December 2020
Global Innovation
Global Innovation Fund >

Michael Masdea, Boston
23 years
of experience

Brian Barbetta, Boston
13 years
of experience

2 Team members
19Average years
of experience
All figures as of December 2020

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Funds returns are shown net of fees. Fund returns shown are net of actual (but not necessarily maximum) withholding and capital gains tax but are not otherwise adjusted for the effects of taxation and assume reinvestment of dividends and capital gains. If an investor’s own currency is different from the currency in which the fund is denominated, the investment return may increase or decrease as a result of currency fluctuations.

Source: Wellington Management.

© 2022 Morningstar, Inc. All Rights Reserved. Past performance does not predict future returns. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Overall Morningstar Rating for a fund is derived from a weighted average of the three, five, and ten year (if applicable) ratings, based on risk-adjusted return.

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 fund which contain further information on the risks and features of the fund. Unless stated otherwise data is as at previous month end.

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