Wellington Strategic European Equity Fund EUR S Ac
Equity fund
1 year
Europe
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- The investment objective of the Fund is to seek long-term total returns.
Investment horizon
- Wellington Strategic European Equity Fund EUR S Ac is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- NAV/Price
14 Apr 2026
- Margin rate
- Start date14 Dec 2011
- ISINIE00B6TYHG95
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 0,70 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- British American Tobacco PLC5.0%
- Unilever PLC4.1%
- Publicis Groupe SA3.3%
- AIB Group PLC3.3%
- Haleon PLC3.1%
- Erste Group Bank AG.2.6%
- Smiths Group PLC2.6%
- KBC Groupe NV2.6%
- Bunzl PLC2.5%
- Rheinmetall AG2.5%