Union Investment launched two equity funds “UniFavorit: Equity Europe” and “UniGlobal Dividend”. With UniFavorit: Equities Europe, investors have the opportunity to profit from the profit potential of a concentrated European equity portfolio. The UniGlobal dividend, on the other hand, focuses on the opportunities of international dividend titles.
UniFavorit: Equity Europe invests in companies based in Europe. The portfolio will only find values that can be expected to result in above-average earnings opportunities. The goal is a concentrated portfolio of 40 to 60 individual titles. In addition to European standard values, fund assets can also be invested in micro, small and mid caps or companies from Eastern Europe. UniFavorit: Equity Europe is pursuing an active, long-term and fundamental stock-picking approach. Both in the targeted selection of individual securities and the weighting in the portfolio, the fund management has a high degree of freedom and is not tied to a specific allocation in terms of countries, sectors or investment styles. The fund can in principle use all sources of income in the equity sector. This includes price gains, dividends and currency gains.
“With UniFavorit: Aktien Europa, we are trying to implement the best European investment systems in portfolio management. Our goal is to generate higher returns in the medium to long term than the European equities market, “says fund manager Christopher Schaefer.
The UniGlobal dividend invests in stocks of global companies that have a high dividend yield. The fund’s objective is to have a portfolio of 60 to 80 individual titles with the investor two times: regular income in the form of dividend distributions and price gains. “In the current low interest environment, dividend values are an interesting investment alternative,” says fund manager Helen Windischbauer.
“International dividend stocks currently have a dividend yield of 3.7% and are thus often more lucrative than corporate or government bond yields. For this reason, it is hardly surprising that more and more investors recognize the advantages of distributable shares.” In addition to the earnings prospect, there are other advantages of dividend papers. As a rule, they are more robust than other equities.