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Why Wellington management

Wellington Management has been managing assets on behalf of institutions for more than two decades. Our clients are corporate and local pension schemes, endowments and foundations, insurance companies, financial intermediaries and family offices.

USD 1 T+

Assets managed firmwide

875+

Investment professionals

3,000+

Number of clients

60+

Client locations by country/region

All figures are for the Wellington Management Group of companies as at 30 June 2024.

Fund Ideas

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Wellington GLOBAL IMPACT BOND FUND

Seeks to outperform global fixed income markets represented by the Bloomberg Global Aggregate Index USD Hedged while generating measurable positive social or environmental impact

Art.9 (SFDR)

Capital at risk

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Wellington GLOBAL STEWARDS FUND

A highly selective global equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance

Art.9 (SFDR)

Capital at risk

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Wellington Euro High Yield Bond Fund

Fixed income fund investing primarily in Euro-denominated high-yield bonds, seeking investment opportunities in out-of-favour areas of the market.

Art.8 (SFDR)

Capital at risk

Focus on Fixed Income

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Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees.
Source: Wellington Management

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 relevant fund, which are the relevant prospectus, and Key Investor Information which contain further information on the risks and features of the fund, and the latest financial reports and any other offering documents for the fund which are available on this Website. Unless stated otherwise data is as at previous month end.