Skip to main content
- Funds
- Capabilities
- Insights
- About Us
Asset classes
Integrated research, innovative strategies, influential engagement, and impactful leadership. These are the core principles of sustainability at Wellington.
For many teams, ESG research is an input or investment lens to help assess the value of investments. The “weight” or prominence of this input differs based in large part on the ESG topic, the security type, and the team’s investment discipline and philosophy and process.
Influential engagement to test and promote resilient business practices
Industry leadership to foster a more sustainable world
To complement our research on sustainable investing, we partner with leading organizations to educate ourselves and provide leadership on asset-management perspectives.
A voluntary framework by which investors can incorporate ESG issues into their decision-making and ownership practices.
Addresses the world's biggest sustainability challenges by inspiring its network to integrate ESG practices.
Develops disclosures for use by companies in providing information to relevant stakeholders.
The 17 goals and 169 underlying targets aim to increase global economic growth, decrease inequality, and promote peace.
Manages a global carbon disclosure system that provides company, city, and regional leaders with data for making critical environment-related decisions.
Nonprofit industry leader setting standards for impact investing across asset classes.
Past results are not necessarily indicative of future results and an investment can lose value. Funds returns are shown net of fees. Source: Wellington Management
© 2024 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.
The content within this page is issued by Wellington Management Singapore Pte Ltd (UEN: 201415544E) (WMS). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Information contained on this website is provided for information purposes and does not constitute financial advice or recommendation in any security including but not limited to, share in the funds and is prepared without regard to the specific objectives, financial situation or needs of any particular person.
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. The value of the shares of the funds and the income accruing to them, if any, and may fall or rise. 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. Investors should read the prospectus and the Product Highlights Sheet of the respective fund and seek financial advice before deciding whether to purchase shares in any fund. Past performance or any economic trends or forecast, are not necessarily indicative of future performance. Some of the funds described on this website may use or invest in financial derivative instruments for portfolio management and hedging purposes. Investments in the funds are subject to investment risks, including the possible loss of the principal amount invested. None of the funds listed on this website guarantees distributions and distributions may fluctuate and may be paid out of capital. Past distributions are not necessarily indicative of future trends, which may be lower. Please note that payment of distributions out of capital effectively amounts to a return or withdrawal of the principal amount invested or of net capital gains attributable to that principal amount. Actual distribution of income, net capital gains and/or capital will be at the manager’s absolute discretion. Payments on dividends may result in a reduction of NAV per share of the funds. The preceding paragraph is only applicable if the fund intends to pay dividends/ distributions. Performance with preliminary charge (sales charge) is calculated on a NAV to NAV basis, net of 5% preliminary charge (initial sales charge). Unless stated otherwise data is as at previous month end.
Subscriptions may only be made on the basis of the latest prospectus and Product Highlights Sheet, and they can be obtained from WMS or fund distributors upon request.
This material may not be reproduced or distributed, in whole or in part, without the express written consent of Wellington Management.