Resolute European De-Risked Equities UI
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)
Reporting and statutory documents for the share class R (retail share class)
|Share class R||Share class I|
|Fund category (BVI)||Equity funds Europe||Equity funds Europe|
|Utilization of Income||Distributing||Distributing|
|Investment Management Company||Universal-Investment-Gesellschaft mbH||Universal-Investment-Gesellschaft mbH|
|Launch date (share class)||20/12/2018||6/6/2018|
|Ongoing Charges / TER||1.60%||1.10%|
|Front end load |
|Min. initial investment||None||50,000 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.