$1.2 Trillion Asset Manager Wellington Management to Provide Retail Investors in Hong Kong & Singapore Access to $34 Billion Flagship Strategy Wellington Global Quality Growth Fund Investing in Global Equities with Emphasis of Balance of Growth, Valuation, Total Capital Return & Quality Attributes, Highly Concentrated High-Conviction Portfolio of 60-90 Stocks Managed by Equity Portfolio Manager Steve Angeli, Fund Launched in 2011 with 13-Year Track Record, Actively Managed & Seeks Long-Term Total Returns in Excess of MSCI All Country World Index
16th December 2024 | Hong Kong
Leading independent asset manager Wellington Management ($1.2 trillion AUM) has announced to provide retail investors in Hong Kong & Singapore with access to flagship strategy ($34 billion AUM) Wellington Global Quality Growth Fund investing in global equities with emphasis of balance of growth, valuation, total capital return & quality attributes, highly concentrated high-conviction portfolio of 60-90 stocks. The fund is managed by Equity Portfolio Manager Steve Angeli, launched in 2011 with a 13-year track record. The fund is actively managed & seeks long-term total returns in excess of the MSCI All Country World Index. Wellington Management (16/12/24): “Wellington Management, one of the world’s largest independent asset managers with US$1.2 trillion assets under management, today announced that the Wellington Global Quality Growth Fund is now available to retail investors in Hong Kong and Singapore for the first time. Providing this flagship strategy in a vehicle designed for the advised retail channel in Hong Kong and Singapore will broaden access to the firm’s comprehensive UCITS range across equities, fixed income, and multi-asset. The Wellington Global Quality Growth Fund is actively managed and seeks long-term total returns in excess of the MSCI All Country World Index. With a 13-year track record (the Fund was incepted in May 2011, whereas the inception date of the A share classes is 9 December 2024), the Fund invests in global equities, and its investment approach emphasises a balance of growth, valuation, total capital return, and quality attributes. The investment team continuously monitors and ranks companies according to these attributes, applying Wellington’s proprietary Global Cycle Index – a macroeconomic overlay aimed at helping the team understand where they are in the economic cycle, and allowing them to remain flexible across a multitude of market environments. Established in 2011, the Quality Growth platform manages over US$34 billion in assets as of end November 2024, including UCITS vehicles, segregated mandates and sub-advisory portfolios, for hundreds of clients across all regions and channels globally. The registration of the Wellington Global Quality Growth Fund brings the total number of registered funds available to retail investors to 14 in Hong Kong and 13 in Singapore. A concentrated, high-conviction portfolio of typically 60-90 stocks, the fund is managed by Steve Angeli, Equity Portfolio Manager, who is supported by a global team. They leverage Wellington’s extensive resources, including 55 global industry analysts, 13 macro strategists, and eight ESG analysts. The team uses Wellington’s proprietary Global Cycle Index (GCI) to assess the global economic cycle and tailor positioning. Amid a new economic regime of greater economic and market volatility, the portfolio management team can pivot towards factors that they believe would suit the prevailing economic backdrop, potentially driving greater upside capture, while mitigating downside risks during downturns.” In 2024 April, Wellington Management with $1.2 trillion AUM (Assets under Management) will be providing* Standard Chartered private bank clients (April & May 2024) and retail clients (June to August 2024) with access to Wellington Credit Total Return Strategy in Hong Kong & Singapore. Wellington Credit Total Return Strategy invests in a global portfolio of USD treasury, corporate, high yield & emerging market fixed income.
“ $1.2 Trillion Asset Manager Wellington Management to Provide Retail Investors in Hong Kong & Singapore Access to $34 Billion Flagship Strategy Wellington Global Quality Growth Fund Investing in Global Equities with Emphasis of Balance of Growth, Valuation, Total Capital Return & Quality Attributes, Highly Concentrated High-Conviction Portfolio of 60-90 Stocks Managed by Equity Portfolio Manager Steve Angeli, Fund Launched in 2011 with 13-Year Track Record, Actively Managed & Seeks Long-Term Total Returns in Excess of MSCI All Country World Index “
Samuel Hui, Managing Director, Asia Pacific Global Wealth, Wellington Management: “Wealth management is one of the fastest-growing segments of both Wellington’s business globally and in Asia. We are building on growing interest in the strategy over the past decade from institutional and private bank clients – and extending access to retail investors in Hong Kong and Singapore … … The addition of Wellington Global Quality Growth Fund demonstrates our commitment to clients in further extending the firm’s institutional investment capabilities and range of solutions to retail investors in the region that meet their desired outcomes.”
Janet Perumal, Head of Asia Pacific & Head of Investments, APAC, Wellington Management: “As we approach 2025, we expect steady economic growth and low recession risk to support equities. Earnings growth is expected to broaden across various sectors and dispersion can potentially create a more positive environment. However, as volatility and event risks remain, there is clear demand for high-quality investment solutions to navigate these uncertain times, for which we are well-positioned to provide.”
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$1.2 trillion (as of September 30, 2024) 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.
$1.2 Trillion Asset Manager Wellington Management to Provide Standard Chartered Private Bank & Retail Clients Access to Wellington Credit Total Return Strategy in Hong Kong & Singapore, Strategy Invests in Global Portfolio of USD Treasury, Corporate, High Yield & Emerging Market Fixed Income
26th April 2024 – Leading independent asset manager Wellington Management with $1.2 trillion AUM (Assets under Management) will be providing* Standard Chartered private bank clients (April & May 2024) and retail clients (June to August 2024) with access to Wellington Credit Total Return Strategy in Hong Kong & Singapore. Wellington Credit Total Return Strategy invests in a global portfolio of USD treasury, corporate, high yield & emerging market fixed income. Announcement (22/4/24): “Wellington Management (“Wellington” or “the Firm”), one of the world’s leading independent asset managers, today announced an exclusive partnership with Standard Chartered Private Bank to offer the firm’s Credit Total Return strategy to clients in Singapore and Hong Kong. Standard Chartered Private Bank’s client base will have access to Wellington’s actively managed long-only cash and bond strategy managed by Connor Fitzgerald from April 2024 onwards. The strategy invests in a global portfolio of US dollar denominated treasury, corporate, high yield, and emerging market fixed income instruments. Mr. Fitzgerald is a member of Wellington’s Investment Grade Credit Team and has over 18 years of industry experience. The partnership offers exclusive access to Wellington’s Credit Total Return strategy to Standard Chartered private banking clients from April to May 2024 and retail banking clients from June to August 2024.” Note* – The fund is currently not registered for sale to retail investors in Singapore and Hong Kong. Availability to retail banking clients is subject to the approval from the Securities and Futures Commission and the Monetary Authority of Singapore.
Elizabeth Chisholm, Head of Client Group, Asia Pacific: “With interest rates at their highest levels since the Global Financial Crisis, investors have a renewed appetite for fixed income investing due to the stability of returns and potential income opportunities. As an investment-led, investment focused firm, Wellington brings a broad array of investment and proprietary research capabilities across fixed income, equities, and multi-asset to the firms we partner with.”
Marketa Dvorak, Head of Southeast Asia, Global Wealth Management Group: “We are thrilled to partner with Standard Chartered, one of the leading banks in the region, and demonstrate our commitment to providing robust investment opportunities for wealth clients via our USD 450+ billion fixed income platform. We believe the Credit Total Return strategy will provide potential opportunities for clients to further grow their wealth while diversifying their portfolios, which is particularly attractive in today’s market environment.”
$1.2 Trillion Asset Manager Wellington Management Provides Standard Chartered Private Bank & Retail Clients Access to Wellington Credit Total Return Strategy in Hong Kong & Singapore, Strategy Invests in Global Portfolio of USD Treasury, Corporate, High Yield & Emerging Market Fixed Income
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 and regions. The firm manages more than US$1.2 trillion 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.
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