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Singapore, 26 October 2021 – Wellington Management (“Wellington” or the “Firm”), one of the world’s largest independent investment management firms, today announced the launch of four new investment funds in Singapore, upon receiving approval from the Monetary Authority of Singapore (“MAS”). The four funds spanning equities and bonds will be available to retail investors in Singapore for the first time, extending the Firm’s institutional investment capabilities and offering to high-net-worth individuals (HNWI) and the mass affluent.
Wellington Credit Income Fund
Managed by multi-sector credit rotation specialist Campe Goodman and his team, the Fund seeks long-term total returns, with a secondary focus on regular income, through dynamic credit sector rotation and bottom-up security selection.
Wellington Global Property Income Fund
Managed by real estate specialists Bradford Stoesser and Xiaobo Ma, the Fund seeks to achieve total return, with an additional focus on regular income. The Fund employs top-down macro analysis and bottom-up research in security selection.
Wellington US Quality Growth Fund
Managed by quality growth expert John Boselli, the Fund’s portfolio positioning is underpinned by bottom- up stock analysis with an emphasis on Quality, Growth, Value, and Capital Return.
Wellington Next Generation Global Equity Fund
Managed by thematic solution experts Daire Dunne and Simon Henry, the Fund strives to be an integrated solution that focuses on investable themes relating to global structural changes and economic development. Leveraging the firm’s thematic research platform and utilising proprietary quantitative screens and qualitative analysis, the Fund seeks investment opportunity as defined by three key investment themes – Social Evolution, Economic Progress and Sustainability –which are aligned with the United Nations’ Sustainable Development Goals.
*More details about the funds and their applicable risks can be found here.
Scott Geary, Wellington Partner and Head of Client Group for Asia Pacific, said, “We are pleased to expand our offering in Singapore, which will allow us to better serve the evolving needs of our clients in the private banking and wealth management channels. This milestone is a natural progression for the Firm that leverages our track record as one of the largest global investment management subadvisors, and builds on our long-standing local partnerships with banks, insurers and asset managers.
The design of these new funds, which focus on capital growth and income distribution meets the unprecedented challenges faced by investors today. Managed by seasoned portfolio managers familiar with the needs of our wealth management clients, the new funds are illustrative of our depth of proprietary research and keen understanding of investor preferences in Asia. Further, it is symbolic of our continued focus and commitment to grow our business in the region, as we seek to continue the long tradition of investment excellence at the Firm, providing a range of innovative and responsible investment solutions to meet with the desired outcomes of today’s HNWI.”
Today’s launch of ‘core funds’ aims to provide underappreciated and untapped opportunities globally to Singapore investors. Over time, Wellington plans to build a comprehensive UCITS range across equities, fixed income and multi-asset, and will also look to add strategies from its flagship sector, research and thematic offerings.
About Wellington Management
Tracing its history to 1928, Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,300 clients in more than 60 countries. The firm manages more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. As a private partnership whose only business is investment management, the firm is able to align its long-term views and interests with those of its clients. The firm offers comprehensive investment management capabilities that span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, sustainable investing, and alternative strategies. With more than 800 investment professionals located in offices around the world, Wellington pairs deep multi- disciplinary research resources with independent investment teams operating in an entrepreneurial “boutique” environment.
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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
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