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Awards and Recognition
Best Fund Provider –
Global Equity
This award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. Capital at risk. This award may not be representative of any one client’s experience. Issued by Asian Private Banker, 2026 award, reflecting performance from end-July 2024 to early August 2025.
WHY WELLINGTON GLOBAL QUALITY GROWTH FUND?
Quality, for growth and resilience
Responsive to macro environment
We believe the proprietary Global Cycle Index enables us to be better positioned amid a new economic regime of greater economic and market volatility
Focus on growth with a quality bias
Emphasises a combination of quality, growth, valuation upside and capital return in selecting stocks
High-conviction portfolio
A concentrated portfolio of typically 60 – 90 stocks that we believe have higher alpha potential
Responsive to fundamentals
Strict sell discipline to avoid stocks with negative momentum
The characteristics presented are sought during the portfolio management process. Actual experience may not reflect all of these characteristics or may be outside of stated ranges. The Global Cycle Index is Wellington Management’s proprietary index constructed to quantify trends in global economic activity and is a combination of seven components: industrial confidence, consumer confidence, capacity utilization, unemployment rate, global curve, policy uncertainty and M&A activity. The Global Cycle Index combines these seven forward-looking macro variables and assumptions to indicate the direction of the global economic cycle.
Quality breakfast
Steve Angeli, Equity Portfolio Manager and leader of the Quality Growth team sits down with Samuel Hui, Director of APAC Wealth, to share his personal story of how having his car stolen led him to a career in investing, how over 30 years in the business has made him relentless, and his insights into the Quality Growth team and the current market.
Latest Insights from our portfolio managers
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Insights Posts
Article
6 min
There is more than one way to approach growth equities
Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities amid heightened uncertainty and volatility.
6 min
Article
2026-04-30
Article
8 min
Quality growth — a less volatile sweet spot?
Growth stocks can be volatile, especially when companies fail to meet expectations. However, high-quality growth companies can help mitigate downside risk while still offering potential for long-term outperformance. How can investors find the sweet spot?
8 min
Article
2025-11-30
Video
6 min
Quality breakfast with… Steve Angeli
We sat down with Steve Angeli, Equity Portfolio Manager in the Quality Growth team, to hear about his personal story, his investment philosophy managing the quality growth strategy, and his market views.
6 min
Video
2025-09-30
Article
6 min
An active investor’s guide to growth equities
Our experts offer their view on the current economic environment, explore best practices for investing in high-quality growth equities, and highlight where they see opportunity now.
6 min
Article
2025-09-30
URL References
Related Insights
OTHER FEATURED FUNDS
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.
© 2026 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.
