Equities: Holistic analysis creates opportunities

While institutional equity investors typically maintain a long-term investment perspective, navigating through short-term market disruptions often sparks challenging dialogues with stakeholders. Quoniam presents a solution with its diversified and systematic investment approach.

Asset owners have a number of options when it comes to their equity mandates, ranging from passive to high conviction strategies. Yet, many approaches introduce concentration risks that limit investors’ exposure to the full potential of the market. Quoniam offers a diversifying active management style based on science-based, data-driven investing that unlocks the potential of the equity universes while avoiding the extremes.

DATA-DRIVEN EQUITY SOLUTIONS

Benefit from diversification and an optimised risk/return profile

Emerging markets equities

Participate in opportunities in emerging markets
with a risk-reduced strategy.

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Equities Climate Transition

Acknowledging the risks associated with climate change, but also capitalising on the opportunities.

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Equities Enhanced Index ESG

Combining efficiency, sustainability & performance potential in an equity strategy.

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Science powers portfolios

Evaluate external effects and achieve sustainability goals.

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Your advantages

We act science-based and systematic

    • Bullet Point Icon
      Larger investment universe: Quoniam’s data-driven approach efficiently analyses the global investment universe, providing access to more sources of return.
    • Bullet Point Icon
      High diversification: Portfolios hold a large number of small, active positions, resulting in high diversification and low tracking error.
    • Bullet Point Icon
      New return sources: Our alpha forecasts are based on more than just simple accounting and price data. We also incorporate information from our academic research to enhance our forecasts.

TEAM HEADS PORTFOLIO MANAGEMENT

Our proven experts in equity investing

Ralf Flad is Head of Equities Strategy. Ralf was one of the first employees of Quoniam Asset Management and has been working on the development of our investment processes since 1997 – before Quoniam was established. He studied industrial engineering at the University of Karlsruhe (KIT), Germany.

 

Norman Lins, CFA is Head of Equities Portfolio Management and a member of the Sustainable Investing Committee. He joined Quoniam in 2001 and has held various roles within the company. Norman started his career at J.P. Morgan Investment Management after studying business administration at Julius-Maximilians University in Würzburg.

MUTUAL FUNDS

Equities

Fund Region Appropriation of earnings ISIN Downloads (PDF)
QFS SICAV - Emerging Markets Equities MinRisk EUR A dis Emerging Markets Distributing LU0489951870 KID SFDR
QFS SICAV - Emerging Markets Equities MinRisk EUR I acc Emerging Markets Accumulating LU1395298554 KID SFDR
QFS SICAV - Emerging Markets Equities MinRisk EUR I dis Emerging Markets Distributing LU1120174450 KID SFDR
QFS SICAV - Emerging Markets Equities MinRisk USD I acc Emerging Markets Accumulating LU0612194984 KID SFDR
QFS SICAV - Equities Climate Transition EUR A dis Global Distributing LU2250014219 KID SFDR
QFS SICAV - Equities Climate Transition EUR I acc Global Accumulating LU2250014300 KID SFDR
QFS SICAV - European Equities EUR A dis Europe Distributing LU0374936432 KID SFDR
QFS SICAV - European Equities EUR I dis Europe Distributing LU1120174377 KID SFDR
QFS SICAV - European Equities EUR S acc Europe Accumulating LU2674669390 KID
QFS SICAV - Global Equities MinRisk EUR hedged A dis Global Distributing LU0489951797 KID SFDR
QFS SICAV - Global Equities MinRisk EUR hedged I dis Global Distributing LU1120174617 KID SFDR
QFS SICAV - Global Equities MinRisk USD I acc Global Accumulating LU1481644281 KID SFDR
Quoniam Global Equities Enhanced Fund Global Accumulating IE000VJ88XY4 KID
UniInstitutional European MinRisk Equities Europe Distributing DE0009750554 KID SFDR
Effectual Capital Fund SICAV S.A. - Global Sustainable Equities
Quoniam wurde als Investment Manager für den Teilfonds bestellt und wird im Rahmen des Portfolio Managements den von Effectual entwickelten und bereit gestellten Nachhaltigkeitsansatz implementieren.
Quoniam has been appointed as investment manager for the sub-fund and will implement the sustainability approach developed and provided by Effectual as part of the portfolio management.
Info
Quoniam wurde als Investment Manager für den Teilfonds bestellt und wird im Rahmen des Portfolio Managements den von Effectual entwickelten und bereit gestellten Nachhaltigkeitsansatz implementieren.
Quoniam has been appointed as investment manager for the sub-fund and will implement the sustainability approach developed and provided by Effectual as part of the portfolio management.
Global Distributing LU2499835945 KID SFDR

Here you can find further information on Quoniam’s approach to “sustainability risks” and “adverse sustainability impacts”.

DISCLAIMER

Detailed product-specific information and notes on opportunities and risks as well as the sales and paying agents can be found in English on union-investment.lu under the heading “Downloads“.

Detailed product-specific information and notes on opportunities and risks as well as the sales and paying agents can be found on effectual.fund under the heading “Fund Information”.

QFS-SICAV (Quoniam Funds Selection SICAV)
Management company: Union Investment Luxembourg S.A.
Portfolio management: Quoniam Asset Management GmbH

UniInstitutional European MinRisk Equities
Management company: Union Investment Privatfonds GmbH
Portfolio management: Quoniam Asset Management GmbH

Effectual Capital Fund SICAV S.A. – Global Sustainable Equities
Management company: ONE Fund Management S.A.
ESG and Porfolio Consultant: Effctl Capital GmbH
Portfolio management: Quoniam Asset Management GmbH

Interested?

Get in touch with me.

We would be happy to talk to you about your investment goals and their implementation. Contact me and we will analyse, without obligation, which strategy is the most suitable for you.

Jorre Willemse

Contact

Jorre Willemse
Head of Client Relations International
T +44 (0) 203 2162 427

 

PUBLICATIONS

Knowledge at your fingertips

We do not only derive ideas from external sources. We also contribute actively to the debate by publishing journal articles and white papers.