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Wellington Management
Institutional capability, delivering alpha since 1928
CFS are delighted to appoint Wellington Management as the Investment Manager for the Wellington Global Small Companies fund.
Why CFS have chosen to partner with Wellington
Partnering with experience
A global team of over 800+ investment professionals, averaging 17 years’ experience, managing AUD $1.9 trillion across 66 countries. 1
Unique firm structure
Combining the focus of a boutique investment team with the scale and resources of a global firm.
Deep equities expertise
Managing equities since 1928, Wellington empowers specialist teams with the independence to deliver strong, long-term results.
What does Wellington Management do?
Wellington Management is a global independent investment firm, leveraging proprietary research and global collaboration to deliver long-term, differentiated investment solutions across various asset classes.
The Global Small Companies strategy employs a multi-disciplinary approach to identify what Wellington believes are high-quality, operationally strong companies, resulting in a diversified portfolio of differentiated businesses with strong growth potential.
Global Small Companies fund
A diversified fund of undervalued, high-quality companies with growth potential. Enjoy access to global small cap opportunities.
"Tracing its origins to 1928, Wellington Management is one of the world's largest independent investment managers, overseeing more than AUD 1.9 trillion globally. Operating as a private partnership, the firm is guided by long-term thinking and a research-driven approach across equities, fixed income, multi-asset, sustainable investing, and alternatives. Since 1997, Wellington has built a strong presence in Australia and New Zealand, managing over AUD $30 billion in assets for superannuation schemes, insurers, family offices, and public funds. We remain committed to supporting advisers and their clients with deep insights and differentiated investment solutions across the region" - July 2025
Caitlin Hollebone
Head of Wellington Management Australia
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Resources and FAQs
Wellington Management (Wellington) is a global independent investment firm, leveraging proprietary research and global collaboration to deliver long-term, diversified investment solutions across various asset classes. Wellington have been appointed as the Investment Manager for the Wellington Global Small Companies fund.
The Global Small Companies strategy employs a multi disciplinary approach to select companies Wellington believe are undervalued, creating a diversified fund of high-quality companies with sustained growth potential.
You can see the Wellington Product Disclosure Statement (PDS) here.
You can also find the Target Market Determination (TMD) for Wellington Global Small Companies fund – Class A here.
You can find out where to invest with our platform availability matrix.
We're here to help
Get in touch
For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
Adviser use only
1 As of August 2025
Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of Wellington Management Global Small Companies fund. Information on this webpage is provided by CFSIL. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statements (PDSs), Information Memorandum (IM) and Financial Services Guides (FSG) before making any recommendations to a client. The PDSs, IM and FSG can be obtained from www.cfs.com.auor by calling us on 13 18 36.