FEATURED EQUITY FUNDS
FEATURED FIXED INCOME FUNDS
Asset classes
Hong Kong (香港), Individual
Change
PRESS RELEASE
Important information
- The Fund primarily invests in the equity securities of technology and technology related companies listed or operating in the Asia region.
- The Fund is therefore exposed to general equity market risks, risks associated with small-cap and mid-cap companies, risks associated with high volatility of equity markets, risk associated with securities exchanges of equity markets, risks related to technology, geographic concentration risks, emerging markets risks, and currency risks including conversion risk for Renminbi denominated classes.
- The Fund may use financial derivatives instruments (FDIs) for investment and hedging purposes. The use of leverage can result in a loss significantly greater than the amount invested in the FDIs by the Fund. Exposure to FDIs may lead to a high risk of significant loss by the Fund.
- Investors should not make investment decisions based on this document alone. Investors should refer to the Prospectus and Key Facts Statement for details including risk factors.
- The Fund’s investment portfolio may fall in value and therefore your investment in the Fund may suffer losses. There is no guarantee of the repayment of principal.
Hong Kong, 5 November 2026 – Wellington Management, one of the world's largest independent investment managers with US$1.3 trillion1 in assets under management, today announced a new partnership with Citibank (Hong Kong) Limited (“Citi Hong Kong”) that will give the bank’s retail clients access to the Wellington Asia Technology Fund (the “Fund”), beginning in October 2026. The collaboration builds on the Fund’s existing availability to Citi Hong Kong’s private banking clients.
The expansion comes amid growing investor interest in Asia's technology opportunity set. The region plays an increasingly important role in the global technology ecosystem, with companies across Asia leading in areas such as semiconductors and advanced robotics, while others are benefiting from accelerating AI adoption and long-term secular growth trends.
Managed by Yash Patodia, Portfolio Manager of the Wellington Asia Technology Fund and Sector Co-Head of Technology, the strategy combines deep sector expertise with on-the-ground research across the region. The team draws on decades of experience investing in Asian technology companies in both the public and private markets, while working closely with Wellington’s Global Tech team to identify investment opportunities. With more than US$1.5 billion in assets under management2, the Fund draws on an Asia technology strategy with a nearly 20-year track record.
The Fund takes an active, all-cap approach to investing across Asia's technology sector, seeking opportunities in both established market leaders and lesser-known companies that play critical roles in the technology ecosystem. Backed by Wellington's dedicated Asia technology specialists and global research platform, the strategy invests in a concentrated portfolio of typically 45 to 75 stocks.
“Drawing on strong investor interest in Asia’s technology sector, we are excited to bring the Wellington Asia Technology Fund to Citi Hong Kong’s retail clients. The expanded partnership underscores our shared focus on providing investors with access to investment solutions and differentiated opportunities across Asia’s rapidly evolving technology landscape,” said Samuel Hui, Managing Director and Head of Greater China Wealth Business, Wellington Management.
“Strong local partnerships are central to Wellington's growth strategy across Asia Pacific. By working with leading institutions such as Citi, we can connect more investors with Wellington's specialist investment capabilities, while continuing to deliver a locally relevant experience backed by our global research platform and on-the-ground presence in Asia,” said Elizabeth Chisholm, Head of APAC Distribution, Wellington Management.
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For professional investor/trade press only.
Media Contacts:
Wellington Management
Stacey Willoughby
swilloughby@wellington.com
Belmont Communications
On behalf of Wellington Management
wellington@belmontcomms.com
About Wellington Management
Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 3,000 clients in more than 60 countries. The firm manages more than US$1.3 trillion, as of 30 September 2026, for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. Wellington aspires to provide excellent service to clients through a unique combination of independence enabled by its distinctive private partnership model, diverse perspectives through its unified, multi-asset investment platform, and relentless curiosity and intellectual rigor fostered by its enduring collaborative culture. For more information, please visit www.wellington.com
Important Information
Please refer to www.wellington.com/hk/3rd-party-data for disclaimers regarding any third-party data used. 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.
1 Assets under management as of 30 September 2026. | 2 Assets under management as of 30 September 2026.
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.
