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equity@3x

Equity funds

We offer active, intelligent approaches to help unlock equities’ return potential. Our equity funds span a variety of regions, industries, market capitalisations and styles, and have been recognised by industry-leading publications across Europe and Asia. 

USD 526 B

Equity assets managed firmwide

290

Equity investment professionals

19

Average years' experience

Why active equities?

We think that investing solely in index-tracking or passive funds, which aim to mimic and not beat the market, is unlikely to help investors meet their investment goals. 

In our view, this can be achieved via active management, which we feel offers investors a number of potential benefits including:   

  • Catering for different client goals, such as capital growth, retirement income or portfolio diversification
  • Having the research capability to identify potentially compelling opportunities and the flexibility to adapt to changing market conditions 
  • Incorporating different perspectives and enabling earlier identification of potential risks and opportunities

 

Why Wellington?

Solutions

At Wellington, we have been actively managing equity portfolios since 1928. Over the years, we have developed our diverse range of active strategies — from regional to global, thematic to sector, value to growth and across qualitative and quantitative approaches — with the aim of meeting investors’ different objectives.

Sustainability

Within our range of actively managed equity funds, a number of these are categorised under Article 8 and Article 9 of the Sustainable Finance Disclosures Regulation (SFDR). 

Many of our Article 8 and Article 9 funds incorporate active ownership and engagement practices with companies on ESG factors and stewardship. Through these investment funds, we believe we can help unlock value in companies by influencing business practices and potentially enhance long-term investment returns. Our partnerships with Woodwell Climate Research Center — one of the world’s leading independent climate research organisations — and the Massachusetts Institute of Technology (MIT) help inform our investments. 

As a founding member of the Net Zero Asset Managers initiative, through many of these funds, we also support and promote the goal of net-zero greenhouse gas portfolio emissions by 2050, and have partnered with asset-owner clients to set interim targets for a meaningful proportion of the firm’s assets under management.

Further details regarding the SFDR categorisation of our active equity funds can be found on the fund pages on our website. Full details of the extent to which each fund incorporates ESG and sustainability factors can be found in the funds’ SFDR disclosure documents.

Resources

Our collaborative culture encourages portfolio managers to leverage insights from Wellington’s equity, fixed income, multi-asset, alternatives, macro and quant teams around the world. At the same time, not having a chief investment officer enables our portfolio managers to develop and apply an independent philosophy and process unique to their area of expertise.  

Explore our full suite of equity funds

We offer investors a range of active equity funds that cover the risk/return spectrum across market capitalisations, regions, sectors and styles, to help complement their investment portfolios.

Insights

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All figures are for the Wellington Management Group of companies as at 31 March 2022.

Source: Wellington Management

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 relevant fund, which are the relevant prospectus, and Key Investor Information which contain further information on the risks and features of the fund, and the latest financial reports and any other offering documents for the fund which are available on this Website. Unless stated otherwise data is as at previous month end.