Wellington Strategic European Equity Fund EUR S AcRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 8.9 | 16.2 | -0.6 | 13.9 | 14.2 |
![]() | +/-Cat | 4.6 | 0.8 | 7.7 | 2.4 | 8.3 |
![]() | +/-B’mrk | 6.4 | -1.5 | 3.9 | 0.8 | 6.7 |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 14/08/2024 | EUR 44.16 | |
Day Change | 0.93% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | IE00B6TYHG95 | |
Fund Size (Mil) 14/08/2024 | EUR 3050.44 | |
Share Class Size (Mil) 14/08/2024 | EUR 1716.48 | |
Max Initial Charge | - | |
Ongoing Charge 14/03/2024 | 0.79% |
Investment Objective: Wellington Strategic European Equity Fund EUR S Ac |
The investment objective of the Fund is to seek long-term total returns. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
C. Dirk Enderlein 15/12/2011 | ||
Inception Date 15/12/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe NR EUR | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Wellington Strategic European Equity Fund EUR S Ac | 31/03/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.70 |
![]() | ![]() | 3.38 |
![]() | ![]() | 3.18 |
![]() | ![]() | 3.09 |
![]() | ![]() | 2.99 |
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Wellington Strategic European Equity Fund EUR S Ac |