Hong Kong (香港), Individual

Changechevron_right
menu
search
Skip to main content

Wellington credit total return fund

Credit total return

Wellington US Quality Growth Fund

US quality growth fund

Over 95 years in active fixed income investing

Fixed income

Invest in Quality

Invest in Quality

2026 Outlook

Practical portfolio considerations for a new economic age

search
Icon / Asset / Equity

Multi-asset

Our specialists within the multi-asset team focus on creating balanced solutions to address income needs

651191586

why wellington for multi-asset

Our multi-asset investors bring deep experience to every strategy they manage. They apply skill in fundamental, macro, quantitative, and technical analysis, and they tap into the broad resources of Wellington Management, including specialists in equities, bonds, currencies, and commodities.

With multi-asset investors in Asia, Europe and the US, we bring diverse perspectives and deep experience to investment research and portfolio management. Our solutions aim to help meet our clients’ range of investment objectives, whether this relates to income generation, capital growth or managing volatility through diversification. 

Among our specialised teams is the iStrat Multi-Asset Team. As members of our Investment Strategy & Solutions Group, they build and manage multi-asset strategies and custom solutions, and provide strategic advice to help clients address their investment challenges.

Featured funds

INDUSTRY RECOGNITION

fsa

Excellence in Innovation

Past performance is not indicative of future performance. Issued by Fund Selector Asia, 2025 award, reflecting performance during the previous calendar year.

a trusted partner

USD 200 B+

Assets managed firmwide in multi-asset strategies

250+

Multi-asset investment professionals

16

Average years' experience

All figures are for the Wellington Management Group of companies as of June 2025.

Related Insights

DISCLOSURE

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).

© 2025 Morningstar, Inc. All Rights Reserved. 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. Past performance is no guarantee of future results.

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.