Our funds
Our multi-asset strategies allocate strategically and dynamically across risk premia to reduce dependence on traditional investments.
Unigestion Swiss Equities
An active, risk-managed Swiss equity strategy that aims to deliver long-term outperformance with a lower level of volatility than the market.
- 100% invested in equities, with no exposure to derivatives and no leverage
- Combines systematic (quantitative) and discretionary (qualitative) portfolio construction techniques to manage a wide spectrum of equity market risks
- Active, unconstrained management approach with a natural bias towards high quality, less risky stocks
| Update On | Net Asset Value | Performance | Volatility | Vol./Perf. | ||||
|---|---|---|---|---|---|---|---|---|
| 10/01/2025 | 952.55 CHF | YTD | 1 Year | 3 years (P.A) | 5 years (P.A) | Since Inception (P.A) | 3 years | 3 years |
| 1.56% | 8.67% | -0.15% | n/a | 0.26% | 11.37% | -0.01 | ||
Uni-Global - Defensive World Equities
An active, risk-managed global equity strategy that aims to deliver long-term outperformance with a lower level of volatility than the market.
- Aims to outperform the MSCI World index by 3% p.a., gross of fees, over a full market cycle, with 30% lower volatility than the benchmark
- 100% invested in equities, with no exposure to derivatives and no leverage
- Combines systematic (quantitative) and discretionary (qualitative) portfolio construction techniques to manage a wide spectrum of equity market risks
- Active, unconstrained management approach with a natural bias towards high quality, less risky stocks
| Update On | Net Asset Value | Performance | Volatility | Vol./Perf. | ||||
|---|---|---|---|---|---|---|---|---|
| 10/01/2025 | 1253.17 USD | YTD | 1 Year | 3 years (P.A) | 5 years (P.A) | Since Inception (P.A) | 3 years | 3 years |
| -1.33% | 10.16% | 1.49% | 2.85% | 3.25% | 11.90% | 0.13 | ||
Uni-Global - Defensive European Equities
An active, risk-managed Pan-European equity strategy that aims to deliver long-term outperformance with a lower level of volatility than the market.
- Aims to outperform the MSCI Europe index by 3% p.a., gross of fees, over a full market cycle, with 30% lower volatility than the benchmark
- 100% invested in equities, with no exposure to derivatives and no leverage
- Combines systematic (quantitative) and discretionary (qualitative) portfolio construction techniques to manage a wide spectrum of equity market risks
- Active, unconstrained management approach with a natural bias towards high quality, less risky stocks
| Update On | Net Asset Value | Performance | Volatility | Vol./Perf. | ||||
|---|---|---|---|---|---|---|---|---|
| 10/01/2025 | 1277.68 EUR | YTD | 1 Year | 3 years (P.A) | 5 years (P.A) | Since Inception (P.A) | 3 years | 3 years |
| 1.67% | 11.58% | 2.68% | 2.37% | 3.49% | 11.68% | 0.23 | ||
Uni-Global - Defensive Emerging Markets Equities
An active, risk-managed emerging markets equity strategy that aims to deliver long-term outperformance with a lower level of volatility than the market.
- Aims to outperform the MSCI Emerging Markets index by 3% per annum,p.a., gross of fees, over a full market cycle, with 30% lower volatility than the benchmark
- 100% invested in equities, with no exposure to derivatives and no leverage
- Combines systematic (quantitative) and discretionary (qualitative) portfolio construction techniques to manage a wide spectrum of equity market risks
- Active, unconstrained management approach with a natural bias towards high quality, less risky stocks
| Update On | Net Asset Value | Performance | Volatility | Vol./Perf. | ||||
|---|---|---|---|---|---|---|---|---|
| 10/01/2025 | 1165.08 USD | YTD | 1 Year | 3 years (P.A) | 5 years (P.A) | Since Inception (P.A) | 3 years | 3 years |
| -1.29% | 12.25% | -0.39% | 0.93% | 1.34% | 11.33% | -0.03 | ||
Composites
Past performance is no guide to the future, the value of investments can fall as well as rise, there is no guarantee that your initial investment will be returned.
The content of this page constitutes neither investment advice nor recommendation. It represents no offer, solicitation or suggestion of suitability to subscribe in the investment vehicles it refers to. Please contact your professional adviser or consultant before making an investment decision.
Please refer to the KIIDs, the Fund offering documents, and the latest Annual and Semi Annual Reports before investing. Before investing, investors should obtain and read a copy of the prospectus and the KIIDs. Where possible we aim to disclose the material risks pertinent to this document, and as such these should be noted on the individual document pages. A complete list of all the applicable risks can be found in the Fund prospectus. There is no guarantee that the investment objective of the Fund will be achieved. The NAV is not guaranteed and may fall as well as rise, depending on investment performance, and exchange rate fluctuations.
Some of the investment strategies described or alluded to herein may be construed as high risk and not readily realisable investments, which may experience substantial and sudden losses including total loss of investment. These are not suitable for all types of investors.
Data and graphical information herein are for information only and may have been derived from third party sources. Unigestion takes reasonable steps to verify, but does not guarantee, the accuracy and completeness of this information. As a result, no representation or warranty, expressed or implied, is or will be made by Unigestion in this respect and no responsibility or liability is or will be accepted. All information provided here is subject to change without notice. It should only be considered current as of the date of publication without regard to the date on which you may access the information. Rates of exchange may cause the value of investments to go up or down. An investment with Unigestion, like all investments, contains risks, including total loss for the investor.