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 has been with Quoniam Asset Management since November 2006. As Head of Fixed Income Strategy, he is responsible for the performance and public image of Quoniam’s Fixed Income products. Prior to this, he was Head of Fixed Income Research, where he was responsible for the development of quantitative models for corporate bonds and interest rate forecasts. Harald studied economics at the Goethe University in Frankfurt/Main. He completed his doctorate at the European University Viadrina in Frankfurt/Oder in the field of empirical market micro-structure analysis with a focus on capital markets of emerging markets.

 

Dr Veronika Herzberger, CFA joined Quoniam’s Fixed Income Portfolio Management team in April 2016 and has been Head of Fixed Income Portfolio Management since February 2022. Prior to joining Quoniam, Veronika worked for Erste Sparinvest KAG in Vienna, Austria and Talanx Asset Management GmbH in Cologne, Germany. At Talanx, she held the positions of fixed income portfolio manager and fixed income credit analyst with responsibility for analysing corporate and sovereign risks. Veronika studied economics at Vienna University of Economics and Business, where she also completed her doctorate in 2006. Her thesis was on corporate bonds denominated in euros.

 

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

CONTACT

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.