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USD 175 B+
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Assets managed firmwide in multi-asset strategies
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USD 175 B+
Assets managed firmwide in multi-asset strategies
300+
Multi-asset investment professionals
15
Average years' experience
All figures are for the Wellington Management Group of companies as at 31 December 2023.
Featured content
Asset Allocation Outlook
How can you evolve your portfolio to align with current market conditions? Explore our Multi-Asset Team's latest Asset Allocation Outlook for a differentiated perspective. For professional, institutional or accredited investors only. Capital at risk.
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multi-asset overview
Our multi-asset investors bring deep experience to every strategy they manage. They apply skill in fundamental, macro, quantitative, and technical analysis, and they tap into the broad resources of Wellington Management, including specialists in equities, bonds, currencies, and commodities.
With multi-asset investors in Asia, Europe and the US, we bring diverse perspectives and deep experience to investment research and portfolio management.
Among our specialised teams is the iStrat Multi-Asset Team. As members of our Investment Strategy & Solutions Group, they build and manage multi-asset strategies and custom solutions, and provide strategic advice to help clients address their investment challenges.
Our Multi-asset funds
Multi-asset funds aim to help meet our clients’ range of investment objectives, whether this relates to income generation, capital growth or managing volatility through diversification. The funds below may help to achieve some of those objectives.
All investors should consider the risks that may impact their capital, before investing. The value of your investment may become worth more or less than at the time of the original investment.
multi-asset outlook
Multi-Asset Market Outlook
To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group
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Multi-asset Insights
Divergence isn’t just about central bank policy
Divergence has implications for investors —and central bank divergence is only one of five ways to think about it.
Multi-Asset Market Outlook
To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group
Navigating a volatile reality: three ideas for 2024 and beyond
2023 saw investors grapple with a new, more volatile reality. How should portfolios be positioned for opportunities and challenges in 2024?
Insurance Quick Takes: Understanding the latest shifts in mortality and longevity
Tim Antonelli, Head of Multi-Asset Strategy – Insurance, discusses recent trends and patterns on mortality and longevity, why this topic is important for global insurers of all types and sizes today, and potential opportunities.
Today’s sweet spot for yield, the growing role of alts
Insurance Multi-Asset Strategist Tim Antonelli provides his latest multi-asset views for insurers, with an emphasis on the value of core fixed income in today's environment.
The churning tides of portfolio liquidity: How to avoid being left high and dry
Markets have sent asset owners some strong reminders of the need to think about liquidity risk across a portfolio and to plan for uncertainty. To help, Multi-Asset Strategist Adam Berger proposes a framework based on the intended uses and sources of liquidity.
2023 Insurance Outlook: Resolve to solve with a restocked toolkit
Multi-Asset Strategist Tim Antonelli and Insurance Strategist Max Davies share four actionable ideas designed to help insurers successfully navigate 2023.
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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.
© 2024 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.