Wellington Management Launches First Interval Fund

Wellington Management has launched its first interval fund, the Wellington Global Multi-Strategy Fund, aiming to provide consistent returns across market cycles while managing risks and minimizing volatility. The fund, managed by Roberto Isch, CFA, utilizes a multi-strategy approach combining various trading methods and risk management. Thus targeting long-term investors seeking diversified portfolios. 

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The fund’s structure, combining hedge fund strategies with open-end fund features, allows access to alternative investment strategies previously available to institutional investors. It is created to offer diversification, specifically in volatile markets when traditional asset classes like stocks and bonds are highly correlated. 

This launch is part of Wellington’s effort to expand its alternative investment offerings. It provides U.S. wealth investors more extensive access to strategies once limited to institutions. The fund targets those looking for portfolio diversification amid unreliable traditional diversifiers. 

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“We are introducing a distinct global multi-strategy interval fund to provide a broader range of wealth clients exposure to a potentially valuable portfolio diversifier,” said Mark Sullivan, Head of Hedge Funds at Wellington 

With over 30 years of hedge fund experience and $30 billion in hedge fund assets under management, Wellington continues to grow and innovate in providing tailored investment solutions.