Iceland, Institutional
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fund video
In this short animation video, find out more about the investment approach and key features of the Fund.
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Why the Fund
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Why Wellington
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Why Global Equities
Why the Fund
Dynamic Positioning
Incorporation of a macroeconomic overlay using Wellington’s proprietary Global Cycle Index (GCI), helps us assess where we are in the global economic cycle and tailor positioning accordingly
Disciplined Process
Our disciplined, measurable, and repeatable process is based on forecasting four proven share price drivers –quality, growth, total capital return, and valuation upside –to assess the relative attractiveness of companies
Downside Mitigation Potential
Focus on evaluating free cash flow-based quality and earning revisions helps avoid stocks with deteriorating fundamentals to support downside protection over time
Why Wellington
Informed active management
Our approaches are managed in line with a deeply considered, proven philosophy that sets out exactly how the manager intends to identify opportunities and control risks. Managing over 520 billion € in Equities, Wellington Management combines an active, disciplined and repeatable investment approach with the flexibility to adapt across market conditions.
Independent thinking, shared research
Our equity portfolio managers are given the freedom to develop their own individual approach to investing, which is then documented and monitored by our independent product management team. In an effort to deliver consistent results, we work together to understand potential investments.
Deep equity resources
Our diverse teams pursue independent research and investment approaches, yet every portfolio manager has open access to colleagues worldwide who specialize in various areas of the capital markets. Investment teams draw on rigorous and proprietary research conducted through a team of over 90 equity research experts.
1As of June 30th, 2026
Why Global Equities
Portfolio Diversification Potential
Global equities offer access to a broad and diverse set of structural growth opportunities across regions and sectors. From AI-driven innovation and reindustrialization to infrastructure investments and evolving consumer and healthcare platforms, global markets provide exposure to powerful long-term trends.
Most competitive opportunity set
Global equities provide active fund managers with the broadest possible investment universe. Companies selected for a global portfolio therefore have to outshine all other companies across diverse countries and industries – it’s the most competitive opportunity set.
Long-Term Return Potential
Investing in companies with high revenue growth potential, sustainable high profit margins, healthy balance sheets and established management teams could provide a dynamic springboard for future returns.
Funds returns are shown net of fees. Fund returns shown are net of actual (but not necessarily maximum) withholding and capital gains tax but are not otherwise adjusted for the effects of taxation and assume reinvestment of dividends and capital gains. If an investor’s own currency is different from the currency in which the fund is denominated, the investment return may increase or decrease as a result of currency fluctuations.
Source: Wellington Management.
© 2026 Morningstar, Inc. All Rights Reserved. Past performance does not predict future returns. 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.
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 fund which contain further information on the risks and features of the fund. Unless stated otherwise data is as at previous month end.
