Posted inSingapore

Wellington Management offers three funds to Singaporean retail investors

The new launches are part of the firm’s efforts to expand its offerings for the wealth channel following its first retail launch in late 2021.

Wellington Management announced that it has launched three new investment funds in Singapore, targeting high-net-worth individuals and the mass affluent.

The three funds are the Wellington Next Generation Education Fund, the Wellington US Brand Power Fund and the Wellington Sustainable Outcome Fund.

“We are looking forward to expanding our offering of actively-managed funds as core portfolio holdings to meet growing investor demand,” said Scott Geary, Wellington vice chair and head of client group for Asia Pacific.

“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.”

Managed by Simon Henry, the Next Generation Fund mainly invests in companies that provide education services that are taking on the structural changes that will take place across global markets.

It is an actively-managed fund and is benchmarked against the MSCI All Country World Index.

The Wellington US Brand Power Fund is managed by Douglas McLane and aims to identify high quality companies that display long-term growth potential and attractive fundamentals.

The Fund is actively managed and its investment approach is based on the view that the power of a company’s brand is a key determinant of long-term value.

Lastly, the Wellington Sustainable Outcomes Fund primarily invests in companies that are driving measurable change that results in positive social and environmental outcomes.

Managed by Tara Stilwell, the fund’s proprietary thematic framework consists of 11 themes under three sustainability categories, which are life essentials, human empowerment and the environment.

The fund is classified as an Article 9 fund under the EU’s Sustainable Finance Disclosure Regulations and is recognised by the Monetary Authority of Singapore as an ESG fund for retail investors.

It invests in companies that drive changes in the ecosystem through their business operations.

This includes their supply chains, customers and peers who, through these companies, are being influenced to also achieve measurable social and environmental outcomes.

Part of the Mark Allen Group.