Wellington Strategic European Equity Fund USD D AcRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 7.9 | 15.1 | -1.6 | 12.9 | 13.7 |
![]() | +/-Cat | 3.6 | -0.2 | 6.7 | 1.3 | 7.7 |
![]() | +/-B’mrk | 5.4 | -2.5 | 3.0 | -0.3 | 6.1 |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 14/08/2024 | USD 24.27 | |
Day Change | 0.93% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | IE00B839Y076 | |
Fund Size (Mil) 14/08/2024 | EUR 3050.44 | |
Share Class Size (Mil) 14/08/2024 | USD 96.37 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 14/03/2024 | 1.69% |
Investment Objective: Wellington Strategic European Equity Fund USD D 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 17/01/2013 |
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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 USD D 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 USD D Ac |