why wellington for active equities?
USD 575 B+
Equity assets managed firmwide
250+
Equity investment professionals
19
Average years' experience
All figures are for the Wellington Management Group of companies as at 30 June 2024.
Featured content
It's all about Nvidia! But is it really?
From an equity market perspective, it seems February was all about Nvidia’s earnings and AI. Read Wellington Macro Strategist Nicolas Wylenzek's perspectives.
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At Wellington, we have been actively managing equity portfolios since 1928. Over the years, we have developed our diverse range of active strategies — from regional to global, thematic to sector, value to growth and across qualitative and quantitative approaches — with the aim of meeting investors’ different objectives.
Within our range of actively managed equity funds, a number of these are categorised under Article 8 and Article 9 of the Sustainable Finance Disclosures Regulation (SFDR).
Many of our Article 8 and Article 9 funds incorporate active ownership and engagement practices with companies on ESG factors and stewardship. Through these investment funds, we believe we can help unlock value in companies by influencing business practices and potentially enhance long-term investment returns. Our partnerships with Woodwell Climate Research Center — one of the world’s leading independent climate research organisations — and the Massachusetts Institute of Technology (MIT) help inform our investments.
As a founding member of the Net Zero Asset Managers initiative, through many of these funds, we also support and promote the goal of net-zero greenhouse gas portfolio emissions by 2050, and have partnered with asset-owner clients to set interim targets for a meaningful proportion of the firm’s assets under management.
Further details regarding the SFDR categorisation of our active equity funds can be found on the fund pages on our website. Full details of the extent to which each fund incorporates ESG and sustainability factors can be found in the funds’ SFDR disclosure documents.
Our collaborative culture encourages portfolio managers to leverage insights from Wellington’s equity, fixed income, multi-asset, alternatives, macro and quant teams around the world. At the same time, not having a chief investment officer enables our portfolio managers to develop and apply an independent philosophy and process unique to their area of expertise.
why invest in active equities?
We think that investing solely in index-tracking or passive funds, which aim to mimic and not beat the market, is unlikely to help investors meet their investment goals.
In our view, this can be achieved via active management, which we feel offers investors a number of potential benefits including:
We offer investors a range of active equity funds that cover the risk/return spectrum across market capitalisations, regions, sectors and styles, to help complement their investment portfolios.
A thematic emerging markets equity fund focused on development themes using a risk-weighted approach.
A global equity fund aiming to generate a financial return and measurable societal or environmental impact.
A highly selective global equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance.
A global equity fund investing in long-lived physical assets.
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.
Equity Insights
The power of local perspective: the long and short of European equity investing
Dirk Enderlein and Boris Kergall explain why, in their view, the structural changes impacting European equity markets offer active long/short investors a rich source of potential return and diversification.
Impact measurement and management: addressing key challenges
Our IMM practice leader describes common impact investing challenges and suggests ways to overcome them.
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?
Unlocking the full value potential of stewardship
Yolanda Courtines and Alex Davis examine how corporate stewardship can be a source of value and delve into what investors can do practically to maximise its full potential.LDI Team Chair Amy Trainor explains why she believes a pension risk transfer may, in many cases, not be the best choice for fully funded plans from a cost/benefit standpoint.
Decoding impact expectations: best practices for impact investors and companies
We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.
Strong fundamentals, attractive valuations: Why the time may be right for active biotech investing
From solid fundamentals to supportive macro conditions, learn why our biotech experts believe the industry may be ready to run.
Navigating AI resource demands: Strategies for sustainable data center operations
AI's growing computational demands are raising critical questions about energy efficiency and water-resource management. We delve into strategies for enhancing sustainable data center operations, highlighting the importance of proactive resource stewardship.
What is “the economic cycle,” anyway?
See why the relationship between asset prices and the economic cycle is more complex than you might think, why a US recession is unlikely, and what a more dovish Fed could mean for the US and global markets.
Japan’s factory automation sector: Poised for a significant upturn?
Global Industry Analyst Takuma Kamimura explains why he believes we’re on the verge of a multiyear cyclical upturn in the factory automation sector and why he sees a compelling outlook for select Japanese companies in particular.
US election special: which investment themes win at the polls?
The upcoming US election could be one of the most momentous in recent history. How could the result affect different investment themes? Our thematic team investigate the potential implications for investors.
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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.
Chart in Focus: Can this equity bull market last?
Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.
Multiple authors