UniGlobal I

UniGlobal aims to deliver growth by investing globally in equities and seeking to outperform its benchmark. The fund focuses primarily on blue-chip stocks, while also looking for additional upside in promising small- and mid-cap companies when the managers see attractive opportunities. In practice, the portfolio is mainly invested in equities, with a small allocation to equity derivatives, limited bond-oriented investments and cash for liquidity. Stock selection is based on strategic, bottom-up analysis, with attention to factors such as an attractive product range, cost advantages over competitors and strong management quality. The managers can use derivatives for both hedging and investment purposes, and they generally keep currency risk neutral versus the benchmark. Overall, the fund combines active global stock picking with selective risk management, aiming to build a portfolio of companies with compelling business strengths while staying broadly aligned with its benchmark framework.