Resolute European De-Risked Equities UI

Investment strategy

The Resolute European De-Risked Equities Fund is a high conviction European equities fund with a downside protection component. The aim is to target strong returns at moderate risk. The fund invests in a concentrated stock portfolio and hedges between 50% and 100% of the market risk via index futures. The investment process is fully systematic: Stock selection focuses on value, quality and growth, while the dynamic hedging aims to capture the business cycle, monetary policy and market trends.

Reporting and statutory documents for the share class I (institutional share class)

Please note that the subsequent links lead to documents on the website of the fund’s investment management company Universal Investment. We do not accept any responsibility for the content of external websites. Due to regulation, we are not allowed to publish the performance during the first year of existence of each share class.

EMT Data (Excel file)
CVA Report (German)

Reporting and statutory documents for the share class R (retail share class)

Please note that the subsequent links lead to documents on the website of the fund’s investment management company Universal Investment. We do not accept any responsibility for the content of external websites. Due to regulation, we are not allowed to publish the performance during the first year of existence of each share class.

EMT Data (Excel file)

Fondsdaten 

 Share class RShare class I
ISINDE000A2JF7N5DE000A2JF7D6
Fund category (BVI)Equity funds EuropeEquity funds Europe
Fund currencyEUREUR
Utilization of IncomeDistributingDistributing
Fund domicileGermanyGermany
Legal formUCITSUCITS
Investment Management CompanyUniversal-Investment-Gesellschaft mbHUniversal-Investment-Gesellschaft mbH
Launch date (share class)20/12/20186/6/2018
Ongoing Charges / TER1.60%1.10%
Front end load
(effective max.)
3%0%
Min. initial investmentNone50,000 EUR

Sources: The fund data are based on public reports and statutory documents provided by Universal Investment. Although care has been taken in preparing the information, we cannot be held responsible for any errors or omissions, and we do not guarantee timeliness, accuracy, or completeness of the information. Last update: 10/1/2019. 

Menü schließen