Wellington Management bolsters UK wealth market reach with revamp of four funds

Total AUM of $7.3bn

Sorin Dojan
clock • 1 min read

Wellington Management has expanded its UK and European market reach by merging four of its funds from Luxembourg structure FCP into SICAV strategies.

The four actively managed funds, which hold a total of $7.3bn in assets under management as of 31 December 2024, are the Wellington Global Quality Growth; Wellington Climate Strategy; Wellington Asia Technology and Wellington Global Innovation funds. Wellington Management's Natasha Brook-Walters: Balancing bumps in the road and big-picture thinking in 2025 According to the firm, by turning the four strategies into SICAV vehicles, the funds are now more accessible to UK-based wealth managers to add them to their clients' portfolios. The SICAV framework is known for offering clarity ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Fund outflows subside in 2024 as investors grow incrementally optimistic

Fund outflows subside in 2024 as investors grow incrementally optimistic

UK outflows continue

Linus Uhlig
clock 06 February 2025 • 3 min read
Wellington Management bolsters UK wealth market reach with revamp of four funds

Wellington Management bolsters UK wealth market reach with revamp of four funds

Total AUM of $7.3bn

Sorin Dojan
clock 05 February 2025 • 1 min read
Muzinich Global Short Duration Investment Grade receives RSMR rating

Muzinich Global Short Duration Investment Grade receives RSMR rating

‘Well-diversified portfolio’

Sorin Dojan
clock 05 February 2025 • 1 min read
Trustpilot