UniInstitutional Global High Dividend Equities

Ranked 73 out of 86 in - Global Equity Income over 36 months
All calculations are in GBP unless stated

Managed by

Matthias Lützen

Objective

The Global Dividend-Invest is a global equity fund, its investment focus on companies with high and continuous dividend payment. The Fund's investment objective is high dividend yields by also the realization of low volatility. Stock selection is based on an active management approach, which is supported by quantitative, rules-based model.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.8%
2018 -3.8% -5.0% 5.6% 3.6% -7.5%
2017 8.6% 2.7% -0.1% 2.6% 3.2%
2016 20.3% 4.1% 8.1% 3.1% 3.7%
2015 4.4% 6.8% -7.9% -0.3% 6.4%
2014 11.4% 3.2% 1.6% 3.2% 3.0%
2013 20.8% 17.2% -1.4% 0.8% 3.7%
2012 5.1% 0.9% 0.7% 3.6% -0.1%
2011 5.6% 3.5% 3.0% -6.8% 6.3%
2010 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Germany
  3. Italy
  4. United Kingdom

Fund Info

  • Launch date02/09/2010
  • Share Class size833Mn
  • Base currencyEUR
  • ISIN DE000A0RPAP8

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • 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).