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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

GBP 150 B+

Assets managed firmwide in multi-asset strategies

275+

Multi-asset investment professionals

16

Average years' experience

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

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.

calculate

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 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.

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Monthly Asset Allocation Outlook

Wondering how to reposition your portfolio amid election-related uncertainty? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.

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4 min
Article
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Multi-asset Insights

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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.