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Discover the fund range Access Wellington's cache of expertise in tech and innovation Asia Technology Fund > FinTech Fund > Back to tech and innovation >

Global Innovation Fund

innovation is not limited to technology

Innovation can be found in novel processes, new technologies, new products or business model changes that allow a company to capture a disproportionate share of its industry.

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LIMITLESS POTENTIAL AHEAD

Innovation for us extends beyond the technology industry. We look for disruptive enterprises across sectors, regions and market capitalisations, who are either innovators or beneficiaries of innovation. Impacted areas include connectivity, climate-change adaptation and consumer behaviour.

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Innovation 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 kaleidoscope of workplace innovation curates more than just automation. True innovators or beneficiaries of innovations are being found across industries, including logistics, real estate management and utilities, where growth will be underpinned by how well a company can leverage innovation to enhance earning powers.

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

The need for better experiences is not only applicable to digital entertainment. In-person activities such as shopping and dining are also seeing widespread innovations globally.

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

Accelerated by the pandemic, the demand for R&D technology grew in leaps and bounds, fuelling the progress of countless industries from biopharmaceuticals to fintech.

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

Sustainability-related innovations will help drive the next leg of the ESG movement, in areas such as climate change and inclusion.

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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Reasons to Invest

1

Future facing and unconstrained

We look to invest across sectors, geographies and market caps in rapidly growing companies that are shaking up the market by harnessing innovation and trends.

2

Long-term, private-equity mind-set

Underlying investment themes take time. We invest over decades, not quarters, to capture innovation’s long-term value creation potential.

3

Partnered research

Our duo of seasoned managers partner with 50+ industry-specific career analysts leveraging their broad and deep research expertise.

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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Please refer to the prospectus for further risk factors.

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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.

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