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Wellington Strategic European Equity EUR S Acc Unh

Ranked 64 out of 199 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Dirk Enderlein

Dirk Enderlein is the lead equity portfolio manager for Wellington Management's Strategic European Equity fund. He manages equity assets on the behalf of Wellington’s clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. Enderlein is a member of one of Wellington Management’s Equity Review Groups. He works in Wellington’s London office. Prior to joining Wellington Management in 2010, Enderlein worked as a portfolio manager at Allianz Global Investors RCM, formerly Deutscher Investment Trust. Before that, he worked as an analyst covering interest-rate derivatives at Crédit Lyonnais. Enderlein earned his MS in business administration and mechanical engineering from Technische Universität Dresden and his BS in the same specialty from Universität Kaiserslautern. Additionally, he holds the Chartered Financial Analyst designation. He is fluent in French and German.


The fund aims to achieve longer-term total returns by investing in a diversified portfolio of European domiciled companies that exhibit earnings and cash-flow growth above the market average. The MSCI Europe Index is used as a reference benchmark.

Showing fund performance in Netherlands View performance globally


Europe over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.9% 3.3% 1.8%
2017 16.7% 8.8% 3.8% 1.6% 1.7%
2016 1.1% -5.6% 0.4% 4.4% 2.2%
2015 19.3% 17.5% -2.3% -4.7% 9.1%
2014 9.5% 1.1% 2.6% 0.7% 5.0%
2013 19.5% 9.2% -2.4% 8.7% 3.2%
2012 28.5% 14.9% -2.0% 6.4% 7.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Reckitt Benckiser Group PLC ORD 4.54%
UBS Group AG ORD 4.25%
Legrand SA ORD 3.20%
Merck KGaA ORD 3.09%
Heineken NV ORD 3.03%
Compagnie Financiere Richemont SA ORD 2.96%
Compass Group PLC ORD 2.87%
Smith & Nephew PLC ORD 2.85%
Epiroc AB ORD 2.76%
Julius Baer Gruppe AG ORD 2.74%

Registered For Sale In

  1. Austria
  2. Chile
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date15/12/2011
  • Share Class size999Mn
  • Base currencyEUR

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0


  • Annual management0.70%
  • Initial investment0.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).