UniGlobal
Fund
ISIN DE0008491051 / Valor 350716
NAV (2026-05-22)
EUR 496.33+0.29%
UniGlobal
UMushroom community rating:
UniGlobal is a global equity fund that allocates almost all its money to stocks—about 95.6% in direct equities and roughly 2.7% in equity derivatives (total equity‑oriented investments ~98.3%)—with about 2.3% held in bonds and roughly 2% kept as liquidity. The portfolio emphasizes blue‑chip companies but the managers also buy selected small and mid‑caps to add upside, picking stocks based on things like a strong product range, cost advantages versus competitors, and capable management.
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