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

Jupiter eyes closure of its International Balanced Portfolio strategy in Luxembourg

Jupiter eyes closure of its International Balanced Portfolio strategy in Luxembourg

Part of firm's rationalisation programme

Sorin Dojan
clock 16 April 2025 • 1 min read
Hargreaves Lansdown removes Amati UK Listed Smaller Companies from Wealth Shortlist

Hargreaves Lansdown removes Amati UK Listed Smaller Companies from Wealth Shortlist

Wider business has suffered

Sorin Dojan
clock 16 April 2025 • 1 min read
Calastone launches tokenised distribution service for asset managers

Calastone launches tokenised distribution service for asset managers

Leveraging blockchain-based channels

Cristian Angeloni
clock 03 April 2025 • 1 min read
Trustpilot