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Wellington Management partners with Standard Chartered Bank to offer exclusive no-load share classes in Singapore

2026-12-16
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Press Release

Singapore, 16 December 2025 – Wellington Management (“Wellington” or “the firm”), one of the world's largest independent asset managers with US$1.3 trillion assets under management, today announced the expansion of the successful partnership it established with Standard Chartered Bank (“Standard Chartered” or “the bank”). The Wellington Asia Quality Income Fund is now available to the bank’s clients in Singapore through new share classes with no upfront sales charge.1

The tie-up builds on a successful partnership between Standard Chartered and Wellington. The firm’s Credit Total Return strategy was introduced to the bank’s private banking clients and retail banking customers in Singapore and Hong Kong on an exclusive basis in 2024.2 The award-winning3 UCITS fund vehicle has surpassed US$1.3 billion4 of assets under management since it was launched less than two years ago.

“We are delighted to deepen our partnership with Standard Chartered Bank by offering exclusive no-load share classes in our Asia Quality Income Fund to their clients in Singapore. This collaboration underscores our shared commitment to providing investors access to quality solutions designed to deliver income and capital appreciation,” said Chia Chia Chng, Head of Southeast Asia Wealth at Wellington Management.

“Our Asia Quality Income strategy focuses on quality, dividend-paying companies across the Asia ex-Japan region — businesses we believe are well-positioned to provide upside capture potential and downside mitigation benefits amid market uncertainties driven by growth concerns, trade policies, and geopolitics. Investors can invest in the Fund without paying upfront fees through the new Class B Shares at Standard Chartered Bank,5 and we hope these shares classes will encourage longer-term investing habits,” she added.

Managed by Naveen Venkataramani, a veteran Equity Portfolio Manager, and supported by Wellington’s dedicated Asia Quality Equity team and the global research platform, the actively managed Wellington Asia Quality Income Fund emphasizes quality businesses with strong balance sheets, competitive advantages, and sound governance, targeting three types of dividend companies: Dividend Compounders, Dividend Leaders, and Dividend Surprisers.

“Dividends are a key investment driver in Asia ex-Japan, historically accounting for 65% of total returns.6 Moreover, I think Asia’s dividend payout has room to grow, with the region’s improving cash-flow generation and low debt levels supportive of further dividend growth,” explained Mr. Venkataramani. “These qualities are bolstered by structural tailwinds, reforms, and external drivers that are positively influencing the region.”

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For professional investors/trade press only.

For press queries, please contact:
Wellington Management – Stacey Willoughby
swilloughby@wellington.com

Belmont Communications
wellington@belmontcomms.co

About Wellington Management

Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,500 clients in more than 60 countries. The firm manages more than US$1.3 trillion, as of 30 September 2025, for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. Wellington aspires to provide excellent service to clients through a unique combination of independence enabled by its distinctive private partnership model; diverse perspectives through its unified, multi-asset investment platform; and relentless curiosity and intellectual rigor fostered by its enduring collaborative culture.

For more information about Wellington, please visit www.wellington.com

1These refer to the new share classes – Class B Shares. Please refer to the Key Documents for full details, including Prospectus, Product Highlights Sheet and other information such as subscription terms, applicable charges, and redemption conditions. Class B Shares are subject to a Contingent Deferred Sales Charge (CDSC) of 2% if redeemed within three years of the original subscription date. There is no initial preliminary charge for subscription into Class B Shares. | 2Press release, 22 April 2024, Wellington Management announces exclusive partnership with Standard Chartered in Singapore and Hong Kong | 3Past performance is no guarantee of future results. Best New Fund – Bond at Asian Private Banker Asset Management Awards for Excellence 2025. Issued by Asian Private Banker, 2025 award, reflecting performance from end-August 2023 to early September 2024. Fund Launch of the Year (Hong Kong SAR, Singapore) at Best of the Best Awards 2025 by Asia Asset Management. Issued by Asia Asset Management, 2025 award, reflecting performance over the past year up to 30 November 2024. | 4As of 31 October 2025. | 5Please refer to the first footnote for more details about the Class B Shares. | 6Sources: Bloomberg, Wellington Management. Based on monthly cumulative return of MSCI AC Asia ex Japan Price Return USD and MSCI AC Asia ex Japan Gross Total Return USD from 1 January 1988 to 30 September 2025. Dividend return is calculated as cumulative gross total return less cumulative price return.