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Wellington News

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Video

Nick Samouilhan live on Bloomberg TV: Wellington's Samouilhan on Markets

Wellington's Head of Multi-Asset Strategy, APAC, Nick Samouilhan joined Bloomberg anchors Haslinda Amin and Rishaad Salamat for a discussion on macro and markets. Nick sees the Fed’s focus moving from policy and inflation to policy and growth, predicts the next chapter is “more about micro than macro,” and believes China is moving cautiously to a new economic model. He also contends there is a “range of corporates out there that are facing a much tougher corporate environment, which is something we need to focus on.”

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Press release

Press release: Wellington Management enhances Singapore wealth offering with registration of three new funds for retail segment

The newly introduced funds focus on generating income and long-term capital growth and are integral to the firm's goal of broadening its UCITS offerings aimed at high-net-worth individuals and the mass affluent segment following its second series of retail registrations in early 2023.
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Article

Funds Global Asia Opinion: Asia credit: An outsized winner in the region’s energy transition?

As Asia’s energy transition gathers pace, the scale of investment required to decarbonise energy systems and infrastructure is immense. In this opinion piece, Fixed Income Portfolio Manager Ross Dilkes examines the opportunities and risks presented by the region’s decarbonisation agenda and how investing in a diversified credit portfolio could potentially provide exposure to the sectors set to benefit.

Source: Funds Global Asia

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Article

Fund Selector Asia Singapore 2023 House Award Winner

We are proud to be named House Award Winner in the “Excellence in Innovation” category at the Fund Selector Asia Fund Awards Singapore 2023.

For more information, including the award methodology, please visit [https://fundselectorasia.com/winners-of-the-2023-fsa-house-awards-for-singapore-are/ ]

Capital at risk. Past performance is no guarantee of future results. Awards should not be considered a recommendation. Data being linked to is that of a third party. No assurance is being provided as to its accuracy or completeness.

Wellington Management did not pay a fee to be considered. Winners were selected by submitting a written application, and Wellington Management was the only winner in the “Excellence in Innovation” category. The award may not be representative of any one client's experience. Award sponsor: Fund Selector Asia

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Article

Press release: Wellington Management bolsters Singapore retail offering with launch of three new actively managed equity funds

The new investment funds focus on capital growth opportunities for the long term and are part of the firm’s efforts to expand its UCITS offerings for the wealth channel following its first retail launch in late 2021.

The new offering meets investor demand for high-conviction, actively managed equity funds, set to capitalise on long-term investment trends, that can act as core portfolio holdings.

Retail investors in Singapore will have access to an ESG fund under this rollout, the Wellington Sustainable Outcomes Fund, investing primarily in companies that are driving measurable change that results in positive social and environmental outcomes.
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Article

CityWire Selector: What success as Wellington’s CEO would look like

Ten months in her new role, Wellington Chief Executive Officer Jean Hynes shares a taster of what she hopes to achieve in a wide-ranging interview with CityWire Selector. She discusses how she aspires to have the whole of humanity represented at Wellington, why she wants to remain an active investor and what the potential areas of growth are for the firm.
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Article

Opinion: Five investment essentials for 2022

As the world continues to recover over the coming year, a cautiously optimistic outlook seems warranted. Nick Samouilhan, portfolio manager at Wellington Management, highlights five trends that should shape the next 11 months for investors. The coming year should welcome in a post-pandemic recovery — albeit with many fits and starts along the way.
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Article Sustainability

Press release: Wellington Management and the MIT Joint Program announce climate change research collaboration

Through this alliance, the MIT Joint Program’s integrated team of natural and social scientists will provide our investment teams with comprehensive climate change projections that address various environmental, economic, and policy scenarios . The objective of this research is to outline decarbonization pathways for corporate operations, supply chains, and products, while also assessing their potential economic impacts.
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Press release: Wellington Management enters Singapore retail segment with launch of four new investment funds

The launch marks Wellington’s foray into the retail segment with two Income and two Growth funds, providing investor access to underappreciated, untapped global and emerging markets opportunities. The new funds were designed to meet with evolving investor preferences and desired outcomes demanded by today’s investors.
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Wall Street Journal | 15 CEOs reflect on their pandemic year and the lessons they’ve learned

In this photo essay from the Wall Street Journal, 15 CEOs — including Wellington’s incoming CEO Jean Hynes — share how and where they’ve been working during the pandemic, and offer some lessons learned during this unprecedented time.

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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

© 2023 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. 

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