Achieving client outcomes since 1928 

Higher yields. Higher volatility. Is your portfolio ready for this new reality?

We have been actively investing for almost as long as mutual funds have existed, navigating different market conditions for over 95 years.

Established first in Boston and now globally, we believe our deep research and unique perspectives can help elevate your investments and unlock value in today's markets. 

USD 1 T+

Client assets managed


Investment professionals

USD 550 B+

Equity assets managed firmwide

USD 450 B+

Fixed income assets managed firmwide

All figures are for the Wellington Management Group of companies as at 31 December 2023.

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This material and its contents may not be reproduced or distributed, in whole or in part, without the express written consent of Wellington Management. This document is intended for information purposes only. It is not an offer or a solicitation by anyone, to subscribe for shares in Wellington Management Funds (Luxembourg) III SICAV (the Fund). Nothing in this document should be interpreted as advice, nor is it a recommendation to buy or sell shares. Investment in the Fund may not be suitable for all investors. Any views expressed are those of the author at the time of writing and are subject to change without notice. Investors should carefully read the Key Facts Statement (KFS), Prospectus, and Hong Kong Covering Document for the Fund and the sub-fund(s) for details, including risk factors, before making an investment decision. Other relevant documents are the annual report (and semi-annual report).

Issued by Wellington Management Hong Kong Limited. Investment involves risk. Past performance is not indicative of future performance. This document has not been reviewed by the Securities and Futures Commission of Hong Kong.

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