Asset classes
Hong Kong (香港), Individual
Change
Awards and Recognition
Best Fund Provider –
Global Equity1
Fund Selector Asia
House Awards Hong Kong 2026
Equity House of the Year2
Fund Selector Asia
House Awards Hong Kong 2025
Excellence in Innovation3
Past performance is not indicative of future performance.
1 Issued by Asian Private Banker, 2026 award, reflecting performance from end-July 2024 to early August 2025.
2 Issued by Fund Selector Asia, 2026 award, reflecting performance during the previous calendar year.
3 Issued by Fund Selector Asia, 2025 award, reflecting performance during the previous calendar year.
WHY WELLINGTON GLOBAL QUALITY GROWTH FUND?
Quality, for growth and resilience
Responsive to macro environment
We believe the proprietary Global Cycle Index enables us to be better positioned amid a new economic regime of greater economic and market volatility
Focus on growth with a quality bias
Emphasises a combination of quality, growth, valuation upside and capital return in selecting stocks
High-conviction portfolio
A concentrated portfolio of typically 60 – 90 stocks that we believe have higher alpha potential
Responsive to fundamentals
Strict sell discipline to avoid stocks with negative momentum
The characteristics presented are sought during the portfolio management process. Actual experience may not reflect all of these characteristics or may be outside of stated ranges. The Global Cycle Index is Wellington Management’s proprietary index constructed to quantify trends in global economic activity and is a combination of seven components: industrial confidence, consumer confidence, capacity utilization, unemployment rate, global curve, policy uncertainty and M&A activity. The Global Cycle Index combines these seven forward-looking macro variables and assumptions to indicate the direction of the global economic cycle.
Quality breakfast with Steven Angeli
Steve Angeli, Equity Portfolio Manager and leader of the Quality Growth team sits down with Samuel Hui, Director of APAC Wealth, to share his personal story of how having his car stolen led him to a career in investing, how over 30 years in the business has made him relentless, and his insights into the Quality Growth team and the current market.
Latest Insights from our portfolio managers
Showing
of
Insights Posts
Article
6 min
There is more than one way to approach growth equities
Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities amid heightened uncertainty and volatility.
6 min
Article
2026-04-30
Article
8 min
Quality growth — a less volatile sweet spot?
Growth stocks can be volatile, especially when companies fail to meet expectations. However, high-quality growth companies can help mitigate downside risk while still offering potential for long-term outperformance. How can investors find the sweet spot?
8 min
Article
2025-11-30
Article
6 min
An active investor’s guide to growth equities
Our experts offer their view on the current economic environment, explore best practices for investing in high-quality growth equities, and highlight where they see opportunity now.
6 min
Article
2025-09-30
URL References
Related Insights
OTHER FEATURED FUNDS
Performance: PAST RESULTS AREN'T NECESSARILY INDICATIVE OF FUTURE RESULTS AND AN INVESTMENT CAN LOSE VALUE. Please refer to the Fund Details section under Key Fund Facts for the inception date of the specific share class. Calendar year performance for the inception year of share classes is calculated since inception to calendar year-end. Performance shown is calculated as NAV-to-NAV in the denominated currency and are net of fees and other expenses with dividends reinvested. Periods greater than one year are annualised. For funds/share classes denominated in foreign currencies, US/HK dollar-based investors are exposed to fluctuations in the currency exchange rate. Please note the fund has a swing pricing mechanism in place. If the last business day of the month is not a business day for the Fund, performance is calculated using the last available NAV. This may result in a performance differential between the fund and the index. Source: Fund - Wellington Management. Index - MSCI.
Charges & Expenses: please refer to the offering documents for details.
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).
© 2026 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.
