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Wellington European Contrarian Value EUR D Acc UH

Ranked 8 out of 21 in - Event Driven over 12 months
All calculations are in EUR unless stated

Managed by

Andrew M. Corry

Andrew Corry, CFA, is a value-oriented, contrarian equity portfolio manager at Wellington Management Company, with particular expertise in energy, materials and other cyclical segments of the market. He manages equity assets, drawing on research from Wellington’s global industry analysts, equity portfolio managers and team analysts. Corry joined the firm in 1997 and prior to that, worked as a global industry analyst at Value Quest. He graduated from the University of Chicago with an MBA (Hons) in finance and Gettysburg College with a BA and is a member of the CFA Institute and Boston Analysts Society.

James H. Shakin

James Shakin, CFA, is a senior managing director and equity portfolio manager at Wellington Management Company based in Boston. He is a portfolio manager in global equity portfolio management and leader of the Wellington’s International Contrarian Value Team and is a member of the Multi-Strategy Review Group. Shakin joined the firm in 1986 after graduating from the University of Pennsylvania with a BSc in economics. He is a member of the CFA institute and the Boston Security Analysts Society.

Objective

The Investment Manager will actively manage the Fund seeking to achieve the objective by investing primarily in the equity and equity related securities of companies incorporated or operating in developed European markets. The Fund strategy is to invest assets underrated on behalf of bussines conditions. The Investment Manager uses fundamental analysis to build a portfolio of companies it believes represent attractive investments due to low price, low valuation and/or low market expectations, balanced by significant upside potential.

Showing fund performance in Belgium View performance globally

Performance

Event Driven over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% 1.8% 1.3%
2017 9.9% 5.3% 0.3% 4.9% -0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date15/11/2016
  • Share Class size08Mn
  • Base currencyEUR
  • ISIN IE00BD6FV626

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).