Fixed income: diversification as a success factor

Research proves it: For institutional portfolios, a systematic multi-factor approach offers greater diversification in terms of the investment universe and a better risk-return profile than traditional fundamental approaches.

Asset owners often manage their own bond portfolios or outsource them to traditional fundamental managers. However, both approaches may not tap into the breadth and depth of the full global universe and return sources. A data-driven, factor-based approach can open new potential for bond portfolios, complementing traditional fundamental approaches.

DATA-DRIVEN FIXED INCOME SOLUTIONS

Benefit from diversification and an optimised risk/return profile

Investment grade credit

Capture the return potential of corporate bonds with a systematic approach

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High Yield MinRisk

Exploiting opportunities, reducing risks

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Your Advantages

We act science-based and systematic

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      Larger investment universe: Quoniam’s data-driven approach efficiently analyses the global investment universe, providing access to more sources of return.
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      High diversification: Portfolios hold a large number of small, active positions, resulting in high diversification and low tracking error.
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      Alternative performance drivers: While fundamental approaches often generate returns through an active carry strategy, Quoniam incorporates more sources of return such as value and momentum.
TEAM HEADS PORTFOLIO MANAGEMENT

Our proven experts in fixed income investing

Dr Harald Henke is Head of Fixed Income Strategy, responsible for the product strategy and overall performance. He joined the firm in 2006 and has spent almost 20 years shaping the product in various roles, including Head of Fixed Income Research. Harald has authored numerous thought leadership publications, both journal publications such as The Journal of Index Investing and white papers, on credit factor investing. Harald studied economics at the Goethe University in Frankfurt/Main. He received his doctorate from the European University Viadrina in Frankfurt/Oder in the field of empirical market microstructure analysis with a focus on emerging market capital markets.

 

Dr Veronika Herzberger, CFA is Head of Fixed Income Portfolio Management and is responsible for operative portfolio management and the implementation of the investment strategy. Veronika is also a member of Quoniam’s Sustainable Investment Committee. Prior to joining Quoniam in 2016, Veronika worked for Erste Sparinvest KAG in Vienna, before moving to Talanx Asset Management GmbH in Cologne. At Talanx she held the positions of fixed income portfolio manager and fixed income credit analyst with responsibility for corporate and sovereign risk analysis. Veronika studied economics at the Vienna University of Economics and Business Administration, where she received her doctorate in 2006.

MUTUAL FUNDS

Bonds

Fund Region Appropriation of earnings ISIN Downloads (PDF)
QFS SICAV - Euro Credit EUR A dis Europe Distributing LU0374936515 KID SFDR
QFS SICAV - Euro Credit EUR I acc Europe Accumulating LU1820073580 KID SFDR
QFS SICAV - Euro Credit EUR I dis Europe Distributing LU1120174880 KID SFDR
QFS SICAV - Global Credit MinRisk CHF hedged A acc Global Accumulating LU1679511045 KID SFDR
QFS SICAV - Global Credit MinRisk CHF hedged I acc Global Accumulating LU1573954911 KID SFDR
QFS SICAV - Global Credit MinRisk Defensive EUR hedged A dis Global Distributing LU1262879767 KID SFDR
QFS SICAV - Global Credit MinRisk Defensive EUR hedged I dis Global Distributing LU1262880427 KID SFDR
QFS SICAV - Global Credit MinRisk EUR hedged A dis Global Distributing LU0489951441 KID SFDR
QFS SICAV - Global Credit MinRisk EUR hedged I acc Global Accumulating LU2250014052 KID SFDR
QFS SICAV - Global Credit MinRisk EUR hedged I dis Global Distributing LU1120174708 KID SFDR
QFS SICAV - Global Credit MinRisk USD hedged I acc Global Accumulating LU1565453252 KID SFDR
QFS SICAV - Global High Yield MinRisk EUR hedged A dis Global Distributing LU1481644448 KID SFDR
QFS SICAV - Global High Yield MinRisk EUR hedged I dis Global Distributing LU1120175770 KID SFDR
QFS SICAV - Global High Yield MinRisk USD hedged I acc Global Accumulating LU1525535875 KID SFDR
Quoniam Bonds MinRisk SGB Europe Accumulating DE000A2QFXM6 KID

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“.

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

Quoniam Bonds MinRisk SGB
Management company: Union Investment Privatfonds 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.