$1.1 Trillion Wellington Management Launches 3 Equity Funds Targeting at HNW & Mass Affluent Investors in Singapore, Next Generation Education Fund, US Brand Power Fund & Sustainable Outcomes Fund
1st March 2023 | Hong Kong
Wellington Management, one of the world’s largest independent investment manager with $1.1 trillion AUM (Assets under Management), has launched 3 equity funds targeting at HNWIs (high net worth) & mass affluent investors in Singapore, Wellington Next Generation Education Fund, Wellington US Brand Power Fund & Wellington Sustainable Outcomes Fund (ESG). Wellington Management: “The themes of education, brand power and sustainability speak to the Firm’s ability to identify long-term growth drivers and structural advantages when building investment opportunity sets. Wellington continues to build a comprehensive UCITS range across equities, fixed income and multi-asset for the wealth channel in Asia … … New offering meets investor demand for high conviction, actively managed equity funds, set to capitalise on long-term investment trends that can act as core portfolio holdings. Retail investors in Singapore will have access to an ESG fund under this rollout, the Wellington Sustainable Outcomes Fund, investing primarily in companies that are driving measurable change that results in positive social and environmental outcomes.” Scott Geary, Wellington Vice-Chair & Head of Client Group APAC: ”We are looking forward to expanding our offering of actively managed funds as core portfolio holdings to meet growing investor demand. Our local wealth channel partners, across banking, insurance, and asset management, rely on us for investment excellence and competitive offerings – compelling us to extend our institutional investment offerings to their clients. ESG ~ Environmental Social & Governance
“ $1.1 Trillion Wellington Management Launches 3 Equity Funds Targeting at HNW & Mass Affluent Investors in Singapore, Next Generation Education Fund, US Brand Power Fund & Sustainable Outcomes Fund “
European Fund & Asset Management Association ~ UCITS (Undertakings for Collective Investment in Transferable Securities) refers to the EU framework for harmonising the creation, management and marketing of collective investment schemes in the EU (and EEA) Member States. It places a strong focus on investors’ protection and product regulation.
Wellington Management Launches 3 Equity Funds Targeting at HNW & Mass Affluent Investors in Singapore, Next Generation Education Fund, US Brand Power Fund & Sustainable Outcomes Fund
1) Wellington Next Generation Education Fund
Managed by Simon Henry, an expert in global thematic investing, the Fund is actively managed and seeks long-term total returns in excess of the MSCI All Country World Index. The Fund primarily invests in companies that provide education services, and which are positioned to benefit from structural changes that will take place across global developed and emerging markets.
2) Wellington US Brand Power Fund
Managed by Douglas McLane, an expert in growth investing, the Fund is actively managed and seeks long-term total returns above the S&P 500 Index. The Fund’s investment approach is based on the view that the power of a company’s brand is a key determinant of long-term value. It aims to identify high-quality companies with strong brands that also display attractive long-term growth potential, and attractive fundamental characteristics.
3) Wellington Sustainable Outcomes Fund (ESG)
Managed by Tara Stilwell, an expert in impact investing, the Fund seeks long-term total returns in excess of the MSCI All Country World Index. The Fund is actively managed, investing primarily in companies that are driving measurable change that results in positive social and environmental outcomes. The Fund’s proprietary thematic framework consists of 11 themes, grouped under three sustainability categories (life essentials, human empowerment, and the environment) which are broadly aligned with the UN Sustainable Development Goals (“UN SDGs”). The Fund is classified as an Article 9 fund under the EU’s Sustainable Finance Disclosure Regulations. The Fund provides exposure to companies whose products, services, business operations and activities are using scale, innovation and intentional capital allocation to drive change in the broader ecosystem. This includes their supply chains, customers, and peers who, through these companies, are being influenced to also achieve measurable social and environmental outcomes. The Fund has been recognised by the Monetary Authority of Singapore as an ESG fund for retail investors, under the new Disclosure and Reporting Guidelines for Retail ESG Funds that came into effect in January 2023.
Wellington Management
Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 63 countries. The firm manages more than US$1.1 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 rigour fostered by its enduring collaborative culture. The Wellington Management Singapore office was opened in 1996. Visit www.wellington.com.sg.
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