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Capital at risk
Discover the fund range Access Wellington's cache of expertise in tech and innovation Asia Technology Fund > Global Innovation Fund > Back to tech and innovation >

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

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.

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Fintech Wellcovered

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

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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.

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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.

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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.

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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.

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Reason to Invest

1

Pure-play

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

2

Pioneer

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

3

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.

Find out more about the Fund

For more detailed information, performance, characteristics and literature:

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Fintech industry outlook in a recession
We explore the current environment for the fintech industry and highlight a few factors that show why the outlook for payments and other related subindustries may be less challenging than many may anticipate.
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By

Matt Ross, CFA

Bruce Glazer

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Quick Take
2023-07-31
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Navigating a new tomorrow
In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.
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Multiple speakers

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Fund risks

Please refer to the prospectus for further risk factors.

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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WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Singapore Pte. Ltd., a private limited company incorporated in the Republic of Singapore.
Licensed and regulated by the Monetary Authority of Singapore.
Address: 8 Marina Boulevard, Tower 1 #03-01 Marina Bay Financial Centre 018981.

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