Product advantages of master funds

The virtual breakdown of the special fund into segments makes it possible to represent overall asset allocation including the relevant overlays within a master fund.

Along with combining different asset classes (multi-asset approach) it also allows for the integration of different asset managers as specialists (multi-manager approach) as well as different investment styles (multi-style approach). Investors can also customise their master fund even further by establishing share classes.


A master-KAG enables access to the top professionals

This means investors are not limited to the asset management resources of a single institution. Instead, within the framework of advisory or outsourcing mandates we appoint the domestic and international securities professionals who from the client’s point of view are best suited for the individual segments. By breaking down the value chain we are able to integrate specialists into the management process as alpha generators (best advice principle).

Greater transparency and efficiency

Standardised reporting (e.g. fund valuations, annual and half-yearly reports, committee documentation and performance measurement) enhances transparency for investors and the efficiency of investment committee meetings. Standardised reporting makes it easier to monitor and compare the appointed asset managers. Plus a clear and transparent fee structure also leads to considerable economies of scale.

The holistic overview that Universal-Investment offers as Germany’s leading master-KAG also means better and more efficient risk control and risk management.