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FinTech Fund

the next generation of financial services

Global equity fund seeking to invest in the companies reshaping the world of financial services.

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LIMITLESS POTENTIAL AHEAD

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The shift to digital has reshaped the status quo of the world of finance, across all consumer and commercial subindustries. New technologies like the cloud and AI allow proprietary data owners to innovate faster and find new use cases for existing data in a connected world.

Fintech Wellcovered

Explore tech’s impact on life’s journey through the lens of WELL: Work, Experience, Life stages and Legacy.

Work. Reimagined

The advent of innovations like big data, the cloud and AI are driving progress across industries including procurement, accounting and payments — fuelling growth potential beyond our imagination.

Tech WELLcovered | Work Available now!

Read our new insight to explore how tech is unlocking endless possibilities in the workplace.

Experience. Transformed

New generations of financial services, such as digital transactions and AI-assisted data processing, will increasingly be the cornerstones of consumer experience improvement.

Tech WELLcovered | Experience Available now!

Read our new insight and explore how fun is evolving through tech’s disruption.

Life stages. Fulfilled

Fintech powered by AI and machine learning is increasingly personalising and democratising financial planning, improving an essential to-do item in one’s life that may not have been easily accessible in the past.

Tech WELLcovered | Life stages Available now!

Read our new insight and explore how tech is expanding your life’s potential.

Legacy. Redefined

Fintech is driving leaps forward in financial inclusion, offering everything from cheaper access to financial services for new populations to animal equality. The possibilities are limitless.

Tech WELLcovered | Legacy Available now!

Read our new insight to explore how tech is moulding our definition of legacy in this generation.

Payment systems

The world economy continues to enjoy a long runway on its steady transition from cash to digital payments, as 60% of global transactions still take place in cash. We believe this persistent shift has the potential to drive huge opportunities in consumer, software-enabled and business-to-business payments.

Digitisation of financial services

The digitisation of processes that used to be done manually can make a firm’s operations cheaper and more efficient and often helps them achieve better end-customer experiences. We think digitisation can also deliver financial services solutions to new markets and underserved populations, like the roughly 1.5 billion adults worldwide that do not have access to bank accounts.

Technology infrastructure

Most banks’ IT systems were built in the 1980s and are ripe for improvements. In our view, this space has reached an inflection point as banks turn from defensive regulatory spending to offensive investment in growth. We think fintech firms will be key beneficiaries as banks look to upgrade their systems.

Wellington Management estimates as of December 2020.

Reason to Invest

Pure-play

Investing in companies where the vast majority of revenues are fintech related.

Pioneer

Portfolio Manager Bruce Glazer has over 25 years’ experience investing in financial technology, long before the industry was coined “fintech”.

Partnered research

Our team of seasoned finance and technology specialists partner with 50+ industry-specific career analysts.

Data as of December 2020. Please refer to the investment risk section below.

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Meet the manager

Bruce Glazer Portfolio Manager

Bruce has over 25 years’ investment experience in the technology and business service sectors, with specialisms in the analysis of transaction and information processing and information technology professional services.

Fund risks

Please refer to the prospectus for further risk factors.

Contact the team

For more information on our tech and innovation platform, speak with a member of our distribution team.

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.

© 2022 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.

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FinTech Fund

LIMITLESS POTENTIAL AHEAD

Download transcript

Fintech Wellcovered

Work. Reimagined

Experience. Transformed

Life stages. Fulfilled

Legacy. Redefined

Giving exposure to

Payment systems

Digitisation of financial services

Technology infrastructure

Reason to Invest

Pure-play

Pioneer

Partnered research

Find out more about the Fund

Related insights

Meet the manager

Fund risks

Contact the team

legal Information

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