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balancing optimism and pragmatism

Turning uncertainty into opportunity

balancing optimism and pragmatism

Turning uncertainty into opportunity:

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This is a marketing communication. Please refer to the Fund Prospectus and KIID and/or offering documents before making any final investment decisions. Please refer to the risks section at the bottom of this page.

Positioning for positivity while managing uncertainty

Where are the opportunities for investors now? As recent market events have illustrated, investors have to prepare for what can go wrong, but they should also prepare for what can go right amid continued uncertainty.

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Are you making the most of opportunities in the new economic era?

How can investors separate noise from signal and turn uncertainty into opportunity?

explore our investment solutions

In a new era of volatility, we still see reasons for cautious optimism. Below is a selection of funds aimed at showing how you can potentially achieve your financial goals through a balance of targeted approaches across fixed income and equities.

RF

Wellington Credit Total Return Fund

Owning credit when we feel there is value, seeking safety in Treasuries and cash when valuations appear stretched.

RF

Wellington enduring assets fund

Access to infrastructure companies that are tapping into long-term secular growth trends.

RF

Wellington global stewards fund

Investing in high-quality, established industry leaders with secure competitive positions.

Related insights

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.