Wellington Global Multi-Strategy I (WGSIX) Analysis | Morningstar

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Will WGSIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WGSIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the WGSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of WGSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A Multi-Strategy Fund For Your Watchlist

Senior Principal Jason Kephart

Jason Kephart

Senior Principal

Summary

Wellington Global Multi-Strategy shows promise, but its potential has yet to be demonstrated. It earns Average ratings for People and Process and an inaugural Morningstar Medalist rating of Neutral.

by Jason Kephart

Rated on Nov 12, 2025 Published on Nov 12, 2025

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