News Column


July 2, 2014

Two new funds, UniKonzept: Portfolio and UniKonzept: Dividends has been introdcued by Union Investment.

Union Investment'sDieter Konrad is handling the funds. They utilize 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.

Portfolio uses a scheme 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 mainly endows in shares and government bonds in Germany, the US, Japan, as well as energy, industry and precious metals.

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

The objective of UniKonzept: Dividends is to offer a risk optimised portfolio whilst offering higher dividends and less volatility than the MSCI world index.

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Source: TendersInfo (India)

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