Universal Investment launches total return fund with Swiss boutique

German asset manager Universal Investment has teamed up with Strongbox Capital, a Zurich-based boutique to launch the Strongbox Global Markets Total Return fund.

The fund, which invests in a universe of up to 50 global equity stocks aims to offer investors a total return performance based on Strongbox’s proprietary investment model, which makes use of insights from behavioural finance research.

In contrast to traditional long-only funds, the vehicle has the capacity to adjust its investment ratio between 0% and 100% depending on Strongbox’ trading signals, which are adjusted on a monthly basis.

The fund currently has an investment ratio of 70%, with almost 40% of its equities being US stocks, followed by Germany, Singapore and Belgium. In terms of sector exposure, the fund’s biggest holdings are in information technology (21.73%), followed by healthcare (13.41%), industrials (10.02%) and financials (9.88%) as of 5 April 2018.

The fund is available as USD share class and offers an accumulating distribution policy. Ongoing charges are set at 1.10% while the advisory fee is set to a maximum of 1% per annum and the management fee to a maximum of 0.30% per annum.

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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