Union Investment launches two new loss mitigating funds

Union Investment has now launched two new funds, UniKonzept: Portfolio and UniKonzept: Dividends.

UniKonzept: Portfolio invests in shares, bonds and commodities while UniKonzept: Dividends invests in high dividend shares.

The funds are managed by Union Investment’s Dieter Konrad (pictured). They use a hedging strategy, applying Trend Protector, a model to identify up-and downwards trends in the market, aiming to invest in upwards trends whilst limiting exposure to losses.

In contrast to other multi asset funds, UniKonzept: Portfolio applies a strategy of risk levelling, the lower the risk level of a certain asset class, the higher the share of that asset class in the fund’s portfolio. It invests primarily in shares and government bonds in Germany, the US, Japan, as well as energy, industry and precious metals.

UniKonzept: Dividends focusses on defensive investment in 40 high dividend shares selected using a quant method. “In the current low-interest environment, returns on dividends are often more lucrative than returns on corporate or government bonds” says Konrad.

UniKonzept: Dividends aims to provide a risk optimised portfolio whilst offering higher dividends and less volatility than the MSCI world index.

ABOUT THE AUTHOR
Mona Dohle
Mona Dohle speaks German and Dutch, she is DACH & Benelux Correspondent for InvestmentEurope. Prior to that, she worked as a journalist in Egypt and Palestine. She started her career as a journalist working for a local German newspaper. Mona graduated with an MSc in Development Studies from SOAS and has completed the CISI Certificate in International Wealth and Investment Management.

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