Wellington Management Company. According to Wellington, as of 2015 the firm has “approximately US$898 billion in client assets under management” and “serves as an investment advisor to more than 1,850 institutions located in over 50 countries.” Nearly 30% of that total is represented by mutual funds that it manages for Vanguard,
Why Wellington Management Funds. Wellington Management Funds include European-domiciled UCITS and non-UCITS funds as well as specific fund families domiciled outside of Europe. These funds draw on the broad equity, fixed income, multi-asset and alternatives investment capabilities of our global investment teams.
Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or invest in a fund. International use Wellington Management makes no warranties that materials on this web site are appropriate for use in countries other than the US.
History. In 1928, Philadelphia-based accountant Walter L. Morgan established the first balanced mutual fund in the United States, the Wellington Fund. Wellington Management Company was incorporated in 1933. In 1951, the firm hired John C. Bogle, who succeeded Morgan as chairman in 1970.
Top 5 Wellington Funds for Retirement Diversification (HAIAX) July 26, 2016 — 5:41 PM EDT. Wellington Management Company is a private investment firm that acts as a sub-adviser for many major mutual fund families. As of Sept. 30, 2015, the firm has $927 billion of client assets under management (AUM) in over 55 countries worldwide.
The Distinctive Investment Approach of Wellington Management. Hartford Funds offers clients a distinctive investment approach through our world-class sub-adviser, Wellington Management. Wellington is one of the nation’s oldest and largest private partnerships and manages more than $1 trillion in assets across equities, fixed income, multi-strategy and alternatives (as of June 30, 2018).*.
Wellington Management Company LLP. With over $1 trillion in client assets under management, Wellington Management serves as an investment adviser to more than 2,150 institutions located in over 65 countries. Wellington’s expertise is investments – from global equities and fixed income to currencies and commodities.
This mutual fund profile of the Wellington Fund Admiral provides details such as the fund objective, average annual total returns, after-tax returns, initial minimum investment, expense ratio, style, and manager information.
Wellington Management generally does not share non-public client information with unaffiliated third parties, except as necessary to perform the investment management services it …