Current news and pressinformation
Luxembourg/Frankfurt, 25 January 2012 – With immediate effect, Johannes Höring has been appointed to the management board of Universal-Investment-Luxembourg to advance growth further.
Frankfurt am Main, 8 November 2011. Universal-Investment wants to expand further its operations in Switzerland. From now on the equity investment company will therefore be cooperation with independent Swiss asset managers Reuss Private. Their cooperation will focus on the joint creation of mutual funds (private label funds) for Swiss asset managers and family offices.
Frankfurt/Main, 26th October 2011 – Since 1st October 2011 Marcos J. Joos is in charge of the newly-established real estate portfolio management division of Universal-Investment which fulfills the trustee and controller function for the Master KAG.
Antwerpen/Frankfurt, 13 October 2011. Universal-Investment and Belgian asset manager Merit Capital launch a new global macro allocation fund: the fund Merit Capital Global Allocation UI (DE000A1JCWX9) combines in a unique way the flexibility of an open-ended fund with the advantages of structured products like capital protection and profit lock-in.
Antwerpen/Frankfurt, 13 October 2011. Universal-Investment and Belgian asset manager Merit Capital launch a new global macro allocation fund: the fund Merit Capital Global Allocation UI (DE000A1JCWX9) combines in a unique way the flexibility of an open-ended fund with the advantages of structured products like capital protection and profit lock-in.
Kolding/Frankfurt, 27 July 2011. Universal-Investment and Danish based emerging markets specialist Global Evolution launch the first fixed income fund focused on frontier markets. The investment managers of the Saxo Invest-Global Evolution Frontier Markets (Fixed Income) (ISIN LU0501220429) invest in government bonds from countries, which are at the beginning of their economic development like Mongolia, Mozambique and Serbia. Frontier markets have a very high potential for growth and credit improvements. Therefore, the return potential is much higher than for traditional emerging markets.
Frankfurt am Main, 14 February 2011. Universal-Investment expands its management team: at the beginning of the year, the supervisory board appointed Stefan Rockel as executive director, Dr André Jäger and Oliver Schmucker became full directors and were appointed as members of the board of directors of the largest independent capital investment company (KAG) in Germany.
Helsinki, Frankfurt, October 20th, 2010 – Estlander & Partners and Universal- Investment announced today the launch of the UCITS III compliant Estlander & Partners Freedom Fund UI (ISIN DE000A1CSUT2). The German domiciled fund is a Ucits III compliant version of the successful non-Ucits Estlander & Partners Freedom fund. The fund realizes a combination of the company’s long-term successful managed futures strategies Global XL and Alpha Trend.
Frankfurt, 13th September 2010. Universal-Investment (UI) is expanding its successful private label funds segment. On 1st September four new colleagues - Alexander Hammer, Daniel Flück, Stefan Klein and Simon Günkel - joined Universal's Mutual Funds division.
Frankfurt, 13th September 2010. Universal-Investment (UI) is expanding its successful private label funds segment. On 1st September four new colleagues - Alexander Hammer, Daniel Flück, Stefan Klein and Simon Günkel - joined Universal's Mutual Funds division.
New York/Frankfurt, 17 July 2010. Universal-Investment and New York based hedge fund specialist York Asset Management Inc. have launched a new absolute return fund in collaboration: The York Lion Merger Arbitrage Liquidity Fund UI (DE000A1CSUN5) is based upon “The Lion Fund Limited”, it is the first global merger arbitrage strategy as UCITS fund in Europe.
For several decades now, Universal-Investment has been an innovative partner for institutional investors, custodians and asset managers. This will still be the case in years to come. That's why we are always active. In particular, in the following three areas.
Frankfurt, 27 October 2009. Universal-Investment has drawn a positive balance for the fiscal year which came to an end in September 2009. The Frankfurt-based investment company (KAG) has lifted assets under administration significantly by EUR 22.6bn to EUR 105.3bn. ’A large part of this, some EUR 15.6bn, derives from net inflows’, as summed up by Bernd Vorbeck, speaker of the management board of Universal-Investment. ’This puts us in first place by a clear lead in the sales statistics of the fund industry association BVI’. According to Vorbeck, the company has successfully bucked the sector trend to become the most swiftly growing KAG in Germany. ’While the market is weakening up’, Vorbeck claims, ’we are managing to gain mandates’. The company can also boast of encouraging developments last fiscal year, having taken out a shareholding in an Austrian KAG at the beginning of October and, parallel to this, gained an insourcing mandate worth EUR 7.5bn.
Frankfurt am Main, 1 July 2008. Universal-Investment today launched a global gold equity fund in collaboration with Earth Gold Investments AG and its multi-award winning commodity analyst Dr. Joachim Berlenbach and gold specialist Georges Lequime. The Earth Gold Fund UI (ISIN DE000A0Q2SD8) will focus on equities, funds, ETCs and other gold-sector securities, using a value-oriented stock picking approach to select undervalued multi-cap gold mining companies. The fund’s portfolio may also include other precious metal stocks, such as silver, platinum, palladium and other selected commodities up to a maximum of 33% of total assets.