Latin America, Intermediary
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Why the Fund
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Why Asia for Income
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Why Wellington
Why the Fund
Total return approach drives resilience across markets
Seeks long-term total returns with a focus on income, investing in quality companies to balance income and growth
Downside mitigation
Our focus on quality, growth and valuation discipline help lowers drawdown and volatility
Expertise
A portfolio of typically 50 to 80 stocks, leveraging significant on-the-ground expertise with an average 24 years of experience in the team.
Why Asia for Income
Structural growth story
One of the fastest growing economic regions in the world, Asia excels in innovation spending and has a number of growth areas that are supported by corporate governance and capital market reforms. From global technology leaders in Taiwan, Korea, and China benefiting from AI-driven demand, to REITs across both developed and emerging markets and domestically anchored companies such as regional banks and insurers that are more insulated from external shocks and positioned to capture long-term domestic structural tailwinds.
A fertile ground for dividend investing
Home to the world’s largest share of high-dividend companies, the region ones of the richest and most diverse landscapes for dividend investing. Opportunities span traditional sectors such as financials and REITs, alongside growth-oriented areas like technology and consumer services.
Quality and dividends matter in Asia
Quality and dividends often go hand in hand. Quality businesses tend to generate healthy cash flows and maintain robust financial positions. This financial strength gives them the flexibility to return capital to shareholders while reinvesting for growth. These attributes support consistent dividend payouts and help companies navigate economic downturns. These dividends have historically been a significant driver of total returns in Asian equity markets.
Why Wellington
Informed active management
Managing Asian equities for over 30 years, we combine deep research expertise with a disciplined and consistent investment approach, focusing on companies with strong growth potential, solid fundamentals, and attractive valuations.
Independent thinking, long-term focus
Our equity portfolio managers are given the freedom to develop their own individual approach to investing. We challenge ourselves to tune out the market’s short-term noise and focus on long-term opportunities.
Global platform, local expertise
Our portfolio managers combine their independent research with comprehensive insights from asset class, sector and regional experts, available through Wellington's open research platform.
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.
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