Best Fund Provider – Global Equity
Wellington Management
Steven Angeli
equity portfolio manager
We are honoured to receive Asian Private Banker’s award for Best Fund Provider – Global Equity, a recognition that underscores the strength of our flagship global quality growth strategy and Wellington’s broader quality growth platform.
Our global approach is built on a disciplined, research-driven process that blends bottom-up fundamentals – quality, sustainable growth, valuation upside and capital return – with a macro perspective through our proprietary Global Cycle Index. This framework enables us to identify resilient companies worldwide and navigate today’s complex market environment with confidence.
We are grateful to our distribution partners for their trust and collaboration, and we remain committed to delivering global investment excellence for private banking clients across Asia.
Winners Rationale
“For more than a decade, the Wellington Global Quality Growth Fund has exemplified what disciplined, cycle-aware equity investing can deliver for sophisticated investors. With a 14-year track record and a philosophy grounded in growth, valuation, capital return and quality factors, the fund has repeatedly demonstrated its ability to generate strong, risk-adjusted returns across market regimes,” said Audrey Raj, editor of Asian Private Banker.
“The fund has delivered strong net returns and consistent outperformance versus its global equity benchmark. It has also earned 5-star and Silver Medalist ratings from Morningstar, placing it firmly in the top quartile across multiple time horizons.
“A hallmark of the fund’s approach is its integration of bottom-up stock selection, which guides factor allocation through changing market conditions. This has proved especially useful this year: the portfolio moved defensively during tariff-related uncertainty, then returned to a more balanced positioning as trade risks eased.
“The Wellington Global Quality Growth Fund stands out for its consistent execution, its thoughtful use of macro signals, and its ability to translate strong performance into genuine client value. Wellington Management is a thoroughly deserving winner of Best Fund Provider – Global Equity. Well done to the team!”
