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Multi-asset

Our multi-asset capabilities are designed to provide our clients with access to opportunities to meet a range of investment objectives through different market environments.

651191586

a trusted partner

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.

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Asset Allocation Outlook – May 2024

How to evolve your portfolio for current market conditions? Explore our Multi-Asset Team’s June Asset Allocation Outlook for a differentiated perspective. For professional, institutional or accredited investors only. Capital at risk.

For professional, institutional or accredited investors only. Capital at risk.

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4 min
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2025-05-31
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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.

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.

growth

wellington multi-asset high income fund

Dynamic multi-strategy fund with a diversified approach to sustainable income.

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wellington sustainable multi-asset total return income fund

A multi-asset strategy that seeks to provide regular income and actively manage downside risk.

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

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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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2024-12-31
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Multi-asset Insights

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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.