Fact sheet: Union Quoniam Euro Eq MinRisk

Fund information

Fund name
Union Quoniam European Equities MinRisk A EUR
Fund company manager
Union Investment Luxembourg SA
Fund type
SIB
Fund manager(s)
Fund objective
The aim of the investment policy of Quoniam Funds Selection SICAV – European Equities MinRisk (the "sub-fund") is to achieve a performance that produces a higher yield than that of the European equity market, in accordance with the principle of risk diversification. Using the MinRisk strategy, the aim for the sub-fund is to achieve a benchmark-free investment in European equities with the lowest possible overall risk (minimum variance principle). To this end, a defensive oriented equity investment compared with a benchmark-driven approach is sought.
Benchmark
-
Investment style
None
Investment method
Shares

Quick stats

1 Year return

12.31 %

1 Year rank in sector

129/225

Sector

FO Equity - Europe inc UK

Yield
-
Fund size

£ 109.4 m

FE Risk score

101

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.8 %4.04 %12.31 %0 %0 %
Sector2.5 %4.91 %13.78 %24.46 %54.88 %
Rank within sector128 / 235147 / 230129 / 225 / /
Quartile th3 rd3 rd3 rd th th

Calendar performance

YTD-20182017201620152014
Fund2.27 %10.36 %-1.33 %0 %0 %
Sector2.4 %11.78 %-0.56 %11.08 %4.22 %
Rank within sector132 / 235124 / 225129 / 214 / /
Quartile th3 rd3 rd3 rd th th

Price movement

52 week high104.89
52 week low92.9
Current bid price103.08
Current offer price103.08
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-