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UniGlobal

Ranked 464 out of 2867 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 : 31/07/2014 - 31/07/2015
  • Rank 464/2867 Total Return
  • Rank 618/2867 Standard Deviation
  • Rank 721/2867 Max Drawdown
Fund Name Risk
618 UniFavorit: Aktien

2.5

618 UniGlobal

2.5

618 Robeco Momentum Equities I EUR

2.5

618 Guardian Global Equity Series I

2.5

618 Sparinvest-Equitas EUR R

2.5

618 Franklin World Perspectives A (acc) USD

2.5

618 CS (Lux) Global Responsible Equity Fund B EUR

2.5

618 Lansforsakringar Offensiv

2.5

618 Aquarius

2.5

618 Jupiter Global Managed Inc

2.5

618 DWS Global Value LD

2.5

618 Delta Lloyd Multifund Full Equities

2.5

618 Mercer MM-Mercer International Shares Plus

2.5

618 HCM Aktien Global R T

2.5

618 Columbia Select Global Equity Fund;A

2.5

618 Metzler International Growth

2.5

618 Invest Global

2.5

618 Nordea Inst Aktiefonden Varlden icke-utd

2.5

618 NEI Northwest Global Equity Corporate Class F

2.5

618 Siemens Weltinvest Aktien

2.5

618 Oppenheimer Equity Investor Fund;A

2.5

618 Ariel Global Fund;Institutional

2.5

618 Jupiter Merlin Growth Portfolio Acc

2.5

618 First State Worldwide Leaders III (G) Acc USD

2.5

618 SEB OekoLux

2.5

618 Katla Fund - Global Value A EUR

2.5

618 Alpha Centauri Aktien LIQ

2.5

618 BT Investor Choice-Westpac International Share

2.5

618 Northwest Global Equity Series A

2.5

618 Hartford Global Equity Income Fund;A

2.5

618 BG Selection Global Dynamic A Cap EUR

2.5

618 T Rowe Price Institutional Global Growth Equity Fd

2.5

618 MACIF Selection Develop Durable MG Env Monde C

2.5

618 Northwest Global Equity Corporate Class Series A

2.5

618 Wellington Global Opps Equity Portfolio JPY T Acc

2.5

618 FIM Varainhoito 100

2.5

618 GBM Inv Indic Internacionales de RV SA de CV BO

2.5

618 Z Cap 1 SA de CV SIRV A

2.5

618 UBS (Lux) Eq SICAV-Western Winners (USD) P-acc

2.5

618 Fidelity PathFinder Foundation 5

2.5

618 DnB NORD Equity Fund of Funds

2.5

618 Fidelity Undiscovered Talent Y Acc

2.5

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 size13,221Mn
  • Base currencyEUR
  • ISIN DE0008491051

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.2%
  • Initial investment5

Related News

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Frankfurt-based European equity veteran steps down

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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

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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).