Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Wellington Pan European Small Cap Eq EUR N Acc Unh

Ranked 12 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Anna Lunden

Anna Lundén, CFA, is an equity portfolio manager at Wellington Management Company, where she is the lead portfolio manager for the Pan-European small-cap fund. Lundén joined the firm in 2017 and prior to that, she was head of investments at Montanaro Asset Management. She graduated from Jönköping University with an MSc in business administration and participated in an Equities Investment Management Programme at the London Business School.

Objective

The Investment Manager will actively manage the Fund against the MSCI Europe Small Cap Index (the Index), seeking to achieve the objective by investing primarily in the equity and equity related securities of small capitalisation companies domiciled or operating in developed European markets.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.1%
2018 -10.4% -2.6% 8.8% 2.7% -17.6%
2017 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date29/09/2017
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BF426647

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

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

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