Wellington Management, one of the world's largest independent asset managers, launched a partnership with DBS Bank for retail clients in Hong Kong.
Since March 2025, DBS Hong Kong’s retail clients will gain access to the Wellington US Quality Growth Fund for the first time, according to a media release on Monday.
A concentrated, high-conviction portfolio of typically 40-60 stocks, Wellington US Quality Growth Fund is actively managed and seeks long-term total returns in excess of the S&P 500 Index.
Long Experience
The strategy primarily invests in the equities and equity-related securities of US companies, emphasizing a combination of quality, growth, valuation upside, and capital return in selecting stocks. Leveraging the experience of Wellington’s Quality Growth platform with over $34 billion of assets under management, as of 31 December 2024. The fund is managed by Tim Manning, an Equity Portfolio Manager with more than 28 years of industry experience.
«We believe a quality equity approach is particularly attractive, as it allows for dynamic positioning to navigate changing market conditions while balancing growth and valuation expectations,» Janet Perumal, Head of Asia Pacific & Head of Investments, APAC, Wellington Management, said.
Capturing Wealth Growth Opportunities
Belinda Hsieh, DBS Bank, Hong Kong (Image: DBS Media)
DBS HK is committed to partnering with the world’s leading asset management companies to provide diverse investment solutions for our clients. «This fund invests in market-leading US companies with attractive growth potential, allowing our clients to capture wealth growth opportunities under different market conditions,» said Belinda Hsieh at DBS Bank (Hong Kong).
