UniValueFonds: Global A

Ranked 383 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Stefan Brugger

Stefan Brugger joined Union Investment’s Global equity team as a portfolio manager in 2007, taking on responsibility for the finance sector. Since 2009 he has also been the global research coordinator for this sector. After an apprenticeship in banking at HypoVereinsbank in Munich, Stefan completed his degree in business administration with a major in Investment Banking and Capital Markets at Friedrich-Alexander-University Erlangen-Nuernberg, Germany. During his studies he spent one term at the Ocean University of China in Qingdao. From 2006 to 2007 Stefan did a trainee program in portfolio management at Union Investment. Stefan is a CFA charterholder.

Objective

The fund invests its assets in all the world's major stock markets. In the process, fund management exclusively commits assets to international securities considered top-quality equities (value shares).

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 383/752 Total Return
  • Rank 172/752 Standard Deviation
  • Rank 233/752 Max Drawdown
Fund Name Currency Loss
231 Wellington Durable Companies EUR S Acc Unh GBP

-10.2%

232 HSBC Global Equity Dividend A USD C GBP

-10.2%

233 Longview Partners Inv Global Equity Hedged G GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.2%

233 AS SICAV I - World Equity A Acc USD GBP

-10.2%

233 UniValueFonds: Global A GBP

-10.2%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.9%
2018 -5.3% -6.1% 7.2% 4.8% -10.2%
2017 6.0% 2.3% -1.7% 1.8% 3.5%
2016 30.7% 2.6% 7.5% 7.6% 10.1%
2015 6.4% 7.1% -5.0% -3.7% 8.6%
2014 6.6% 2.2% 0.9% 1.8% 1.6%
2013 26.2% 17.1% 1.9% 0.2% 5.5%
2012 8.0% 6.2% -5.0% 4.7% 2.2%
2011 -7.9% 0.8% -0.2% -15.5% 8.4%
2010 13.9% 8.7% -12.6% 7.2% 11.9%
2009 10.3% -10.4% 1.3% 20.2% 1.1%
2008 -23.3% -7.6% -7.9% -7.8% -2.3%
2007 8.2% 5.8% 3.3% -1.6% 0.6%
2006 17.5% 12.3% -5.4% 3.7% 6.7%
2005 30.8% 1.8% 8.3% 9.4% 8.4%
2004 14.7% 2.1% 0.4% 1.2% 10.5%
2003 22.6% -1.9% 11.4% 4.7% 7.1%
2002 -18.2% 4.6% -11.4% -18.9% 8.8%
2001 3.6% -13.8% 10.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. United Kingdom

Fund Info

  • Launch date12/03/2001
  • Share Class size391Mn
  • Base currencyEUR
  • ISIN LU0126315885

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment4.00%

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