-
-
USD 475 B+
-
Fixed income assets managed firmwide
-
Singapore, Intermediary
Change
Why wellington for equity
We have approached equity investing through thoughtful and informed active management for close to a century. We challenge ourselves to tune out the market’s short-term noise and focus on long-term opportunities.
Our integrated global investment platform fosters collaboration and allows our investment professionals to share ideas across geographies on a daily basis. Our investment teams draw on rigorous, proprietary research conducted through fundamental, quantitative, macro, technical and environmental, social and corporate governance (ESG) lenses.
Awards and Recognition
Best Fund Provider – Global Equity1
Highly Commended – US Equity (2025 and 2026)2
Wellington Management did not pay a fee to be considered for the awards. The awards may not represent any one client’s experience. The awards are not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. Capital at risk.
Meet the equity managers
Tim Manning
Equity portfolio Manager Tim Manning discusses how his background as a musician informs his views as an investor and the importance of working with the rhythm of the equity market.
Naveen Venkataramani
According to Equity Portfolio Manager Naveen Venkataramani, a valuable team culture is one in which members embrace different perspectives and feel free to challenge each other. Find out why Naveen thinks this is so important.
Featured funds
Wellington US Quality Growth Fund
US equity fund aiming to invest in high-quality growth companies
Wellington Global Quality Growth Fund
Global equity fund investing in high-quality growth companies
Wellington Asia Quality Income Fund
An actively managed Asian equity income fund seeking long-term total returns through capital growth and income.
Over 95 years in active equity investing
With a history of active equity investing that dates back nearly a century, first in Boston, and now globally, we believe our deep research and unique perspectives can help elevate your investments and unlock value in today’s markets.
-
-
200+
-
Fixed income investment professionals
-
-
-
17
-
Average years' experience
-
All figures are for the Wellington Management Group of companies as at 31 December 2023.
-
-
USD 575 B+
-
Equity assets managed firmwide
-
-
-
225+
-
Equity investment professionals
-
-
-
19
-
Average years' experience
-
All figures are for the Wellington Management Group of companies as of June 2025.
-
-
USD 1 T+
-
Client assets managed
-
-
-
800+
-
Investment professionals
-
-
-
3,000+
-
Clients
-
-
-
60+
-
Client locations by country/region
-
All figures are for the Wellington Management Group of companies as at 31 December 2023.
- Winners were selected by Asian Private Banker. Award announced in November 2025. Wellington Management was one of the winners in the Global Equity category, and the selection methodology was based on product performance, asset gathering, service quality and fund selectors feedback. The award reflects performance from end-July 2024 to early August 2025. Further information on the award and awarding criteria: https://asianprivatebanker.com/awards/asset-management-awards-for-excellence-2026/
- Winners were selected by Asian Private Banker. The 2026 and 2025 awards were announced in November 2025 and November 2024 respectively. Wellington Management was one of the winners in the US Equity category, and the selection methodology was based on product performance, asset gathering, service quality and fund selectors feedback. 2026 award reflects performance from end-July 2024 to early August 2025. 2025 award reflects performance from end-August 2023 to early September 2024. Further information on the award and awarding criteria: https://asianprivatebanker.com/awards/asset-management-awards-for-excellence-2026/ and https://asianprivatebanker.com/awards/asset-management-awards-for-excellence-2025/
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.
© 2025 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.
Monthly Market Review — November 2025
A monthly update on equity, fixed income, currency, and commodity markets.
By