Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

UniGlobal

Ranked 755 out of 2832 in - Global Equities over 12 months
All calculations are in USD

Managed by

Gunther Kramert

Objective

The fund invests in international equities and concentrates on large caps and selected mid caps and thus offers investors exposure to the international equity markets on the basis of a diversified portfolio. Practising active stock-picking, it aims at benchmark outperformance by a country and sector allocation that follows a combined top-down and bottom-up approach.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Equities over : 30/06/2014 - 30/06/2015
  • Rank 755/2832 Total Return
  • Rank 587/2832 Standard Deviation
  • Rank 603/2832 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 2.9% 0.3%
2014 2.4% 0.8% 3.4% -1.9% 0.2%
2013 23.6% 7.3% 1.0% 6.6% 6.9%
2012 13.8% 12.3% -6.5% 7.7% 0.7%
2011 -6.0% 3.0% 0.8% -17.2% 9.3%
2010 10.6% 1.7% -13.4% 13.9% 10.2%
2009 36.7% -8.6% 20.8% 16.3% 6.5%
2008 -38.4% -7.7% 0.4% -15.4% -21.5%
2007 13.7% 2.2% 6.9% 4.8% -0.7%
2006 24.9% 9.0% -0.2% 5.0% 9.4%
2005 11.4% 0.4% -0.7% 8.2% 3.2%
2004 13.0% 3.1% -1.2% -0.9% 12.0%
2003 35.4% -5.7% 20.7% 4.6% 13.8%
2002 -19.1% -0.3% -8.0% -19.2% 9.2%
2001 -16.2% -15.9% 4.3% -15.1% 12.4%
2000 -4.9% 2.8% -1.8% -4.1% -1.7%
1999 30.7% 4.3% 4.3% 1.8% 18.0%
1998 34.9% 15.5% 7.2% -10.5% 21.7%
1997 13.1% 2.9% 11.2% 2.9% -3.9%
1996 17.6% 3.8% 3.2% 1.7% 8.1%
1995 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Czech Republic
  3. Germany
  4. Italy
  5. Luxembourg
  6. Switzerland

Fund Info

  • Launch date04/01/1960
  • Share Class size12,680Mn
  • Base currencyEUR
  • ISIN DE0008491051

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.2%
  • Initial investment5

Related News

German boutique hires global equity manager for new launch

Frankfurt-based asset manager appoints seasoned investor with plans to develop dividend-focused fund.

Triple fund manager exit at Union Investment

German group brings in three experienced managers to oversee funds follow sweeping changes in portfolio management team.

Nine managers triumph at annual Sauren Awards

FRANKFURT: Investors from a host of different firms and sectors honoured at German company’s awards ceremony.

Frankfurt-based European equity veteran steps down

Exclusive: €2 billion Union Investment manager set to retire.

Kaldemorgen to step down from multi-billion DWS funds

The Frankfurt-based DWS veteran manager is handing over management of two of his oldest funds.

Union Investment star set to resurface at rival DWS

Citywire has learned that André Köttner will join the asset management arm of Deutsche Bank.

Indirect EM plays keep global equity manager on top

The story is still one of emerging market growth, but Union Investment’s mega fund manager André Köttner would still rather invest in US and European-listed companies.

Renewable energy excites AAA-rated Sarasin manager

Ethical filters have proved no barrier to performance for global equity manager Arthur Hoffmann, who has gained an AAA rating in Italy.

€5bn fund manager Köttner goes off benchmark to access Brazil

The manager of the UniGlobal fund has broken free of his benchmark because of his excitement about Brazil and the Middle East.

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