Equities: holistic analysis creates opportunities 

Institutional investors with a long-term investment horizon are faced with short-term market distortions, yet have to justify their current positioning to their stakeholders. 

This is where Quoniam’s equity investment concepts come in. We offer professional investors long-term strategies that combine factor styles such as value, quality and momentum. Rather than focusing on the timing of trend reversals, our strategies focus on medium- and long-term diversification and balance. Our approach targets the middle rather than the extremes – that is, stocks that combine high quality with an attractive price.

Core

The right balance of stock quality and price

Our Quoniam Core strategy focuses on quality stocks with a strong trend at attractive valuations. To evaluate the stocks, we analyse factors using a total of more than 50 key figures. The indicators used are based on years of academic and empirical research. This way, we also make softer criteria such as sentiment measurable.

The key points of the strategy
  • Balancing risks: our approach avoids cluster risks to give investors a balanced portfolio. We diversify across many individual stocks rather than taking large positions. 
  • Added value through weighting: we aim to generate added value by selectively overweighting and underweighting individual equities.

We offer our core strategies for global as well as regional markets, e.g. emerging markets or Europe.

Core Plus – more actively positioned: the Core Plus strategy corresponds in many basic constants to the Core strategy with a higher tracking error. 

MinRisk

Reduce risks in the equity portfolio

The MinRisk strategy is designed to participate in the equity markets over the long term, with lower risk.

The key points of the strategy
  • Consistently limiting risks: especially in falling market phases, our goal is to lose less than the market. To this end, the strategy is managed on a benchmark-agnostic basis. 
  • Reduce volatility: stocks with lower volatility and promising return forecasts are weighted higher.
Source: Quoniam Asset Management GmbH
Mutual funds 

Equities

Fund Region Appropriation of earnings ISIN Downloads (PDF)
QFS SICAV - Emerging Markets Equities MinRisk EUR A dis Emerging Markets Distributing LU0489951870 KIID SFDR
QFS SICAV - Emerging Markets Equities MinRisk EUR I acc Emerging Markets Accumulating LU1395298554 KIID SFDR
QFS SICAV - Emerging Markets Equities MinRisk EUR I dis Emerging Markets Distributing LU1120174450 KIID SFDR
QFS SICAV - Emerging Markets Equities MinRisk USD I acc Emerging Markets Accumulating LU0612194984 KIID SFDR
QFS SICAV - European Equities EUR A dis Europe Distributing LU0374936432 KIID SFDR
QFS SICAV - European Equities EUR I dis Europe Distributing LU1120174377 KIID SFDR
QFS SICAV - Global Equities EUR I dis Global Distributing LU1820073317 KIID SFDR
QFS SICAV - Global Equities MinRisk EUR hedged A dis Global Distributing LU0489951797 KIID SFDR
QFS SICAV - Global Equities MinRisk EUR hedged I dis Global Distributing LU1120174617 KIID SFDR
QFS SICAV - Global Equities MinRisk USD I acc Global Accumulating LU1481644281 KIID SFDR
QFS SICAV - Global Equities USD I acc Global Accumulating LU1820073408 KIID SFDR
UniInstitutional European MinRisk Equities Europe Distributing DE0009750554 KIID SFDR

DISCLAIMER

The use of investment services as well as investments in financial instruments are conjoint with risks. For more detailed information, in particular a description of the mentioned fund’s risks and rewards, please refer to the prospectus, the key investor information document and the most recently published annual and semi-annual report. These publications are available upon request and free of charge from the German payment and information agents, DZ BANK AG (Frankfurt/Main). The aforementioned documents constitute the sole binding basis for the purchase of fund units. Under no circumstances shall this document constitute an offer or recommendation to buy or sell units or shares of the presented funds.

Past Performance is not a reliable indicator for future performance.

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

Jorre Willemse

Contact

Jorre Willemse
Head of Client Relations International
T +49 (0) 69 743 84 0

 


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