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Why the Fund
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Why Asia for tech
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Why Wellington
Why the Fund
Proven stock picking edge
Fundamentally driven, high‑conviction portfolio providing exposure to companies across the full Asia tech ecosystem, combining structural growth, valuation advantage, and differentiated stock selection with a long-term mindset
Full ecosystem alpha
Differentiated exposure across AI enablers, platforms, robotics and SMID innovators beyond crowded mega caps, capturing a broader and less efficient opportunity set across Asia’s technology landscape
Active research advantage
Tech disruption creates clear winners and losers, making rigorous fundamental analysis critical; on‑the‑ground access to management across public and private markets helps identify long‑term winners while avoiding speculation
Why Asia for tech
At the heart of AI
Asia sits at the core of the global AI buildout, dominating critical semiconductor and hardware supply chains that underpin AI infrastructure and enable sustained earnings growth
Broader, earlier innovation
Provides access to a wider and earlier-stage innovation universe spanning platforms, automation, and next-generation leaders, often underrepresented in global portfolios
Complementary to global tech
Diversifies allocation from concentrated U.S. mega-cap exposure, with a compelling mix of higher earnings growth and lower valuations vs. global tech
Source: FactSet, Wellington Management, as of 31 January 2026, based on EPS growth and Forward P/E comparisons of MSCI AC Asia Pacific Information Technology Index and MSCI AC World Information Technology Index. For illustrative purposes only. PAST INDEX OR THIRD PARTY PERFORMANCE DOES NOT PREDICT FUTURE RETURNS.
Why Wellington
Deep regional presence
Managing Asian equities for over 30 years, our extensive local presence and direct access to company management networks facilitate differentiated insights in a complex and fast-evolving region
Disciplined, long-term investing
Rigorous fundamental process focused on identifying durable structural winners while avoiding speculative areas, with a consistent track record of navigating cycles and volatility
Global platform, local expertise
Our portfolio managers combine their independent research with comprehensive insights from asset class, sector and regional experts, available through Wellington's open research platform.
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.
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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.
