INVESTMENT MANAGERS

Wellington Management

Actively managed global multi-sector credit strategy designed to deliver long-term total returns and enhance portfolio diversification for Australian investors.

www.wellington.com
Investment Managers

About Wellington Management

Wellington Management (Wellington) is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 3,000 clients in more than 60 countries. The firm manages more than US $1 trillion*, for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients.

Wellington has been managing Australian client assets since 1996. Today, Wellington has a substantial presence in the Australian market and is entrusted to manage over A$30 billion* in assets, for clients based in both Australia and New Zealand.

* As of 31 December 2024.

Fixed Income at Wellington: Disciplined process, consistent philosophy

Fixed income management has remained a cornerstone for Wellington’s investment strategy since its inception in 1928 and is supported by a longstanding commitment to innovation, research, and rigorous investment process.

The fixed income philosophy combines intellectual openness with team-based accountability and technology-enhanced decision-making, all within a risk-conscious framework.

  1. An open, collaborative organisational structure: Grounded in the belief that diverse perspectives lead to stronger decisions, the teams participate in an open “marketplace of ideas”, encouraged to debate, share, and refine their thinking.

  2. Independent, specialised teams: Each team operates as a distinct entity with the freedom to incorporate independent investment views and the responsibility for the outcomes of the portfolios it manages.
  3. Diversification of returns: This is achieved through the deliberate design and implementation of strategies with low correlation of active returns. By supporting multiple perspectives, investment styles, portfolio approaches, and time horizons, the teams seek to deliver consistent performance and mitigate concentration risk.
  4. Holistic risk management: Combining sophisticated quantitative tools with informed qualitative judgement to evaluate and manage portfolio risks.
  5. Cutting-edge technology: The teams leverage advanced tools for portfolio construction, risk assessment, and liquidity monitoring.

Investment Team

The Wellington Multi-Sector Credit team brings together a deep bench of global fixed income specialists with expertise across a broad range of credit sectors.

Investment Funds

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