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ChampionsCall

Our fund partners in live webinars

ChampionsCall

Exciting investment concepts briefly introduced

In our entertaining ChampionsCalls, our fund partners talk about their fund concepts and their current market assessments. Ask your own questions or listen to the interesting exchange between the fund managers and our moderators.

You are also welcome to take a look at the recorings of the last webinars.
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ChampionsCall:

Pella Funds Management



The factors growth and valuation – a promising combination

For the last few years, the hype around the factor growth and the favourable interest rate environment drove the market up. Rising inflation and tighter monetary policy then caused the markets to topple, with many hyped-up stocks losing a lot of their value.
In this ChampionsCall, Jordan Cvetanovski, CIO of Pella Funds Management, explains how his global equity strategy successfully navigates through different market environments. By focusing on the factors growth and valuation, Pella’s strategy could minimise the major risks of overvalued stocks to the portfolio while providing a path through the current high inflation.



Interested in this fund concept?

Contact our Fund Distribution Team:

T +49 69 71043 2712
VE.Fund-Distribution@universal-investment.com

Universal Investment Fund Distribution Team

ChampionsCall:

Mandatum Asset Management



Senior Secured Loans – an attractive asset class

Senior secured loans, which are floating-rate loans to corporates, offer an attractive risk-return profile in the current market environment. Amid rising interest rates, the asset class is increasingly catching the attention of institutional investors.
Ilkka Lampio, portfolio manager at Mandatum Asset Management discuss in this ChampionsCall the appeal of this asset class, including their typically strong downside protection against interest rate hikes. He also present the UI – Mandatum AM Senior Secured Loan Fund (ISIN: LU2459065012) which invests in European and Nordic loans according to strict ESG criteria and is classified as an Article 9 fund under SFDR.



Interested in this fund concept?

Contact our Fund Distribution Team:

T +49 69 71043 2712
VE.Fund-Distribution@universal-investment.com

Universal Investment Fund Distribution Team

ChampionsCall:

Aktia



Bright outlook for a new impact fund on the fixed-income side

ESG continues to be a leading topic of increasing relevance. Jonne Sandström, Portfolio Manager at Aktia, presents the new UI-Aktia Sustainable Corporate Bond Fund (ISIN: LU2459309501), which invests in sustainable corporate bonds under its SFDR Article 9 classification. This unique impact fund focuses on bonds that finance sustainable projects which aim to make a positive ESG contribution.

In this ChampionsCall, Jonne Sandström also discusses both past and future trends in green bonds.



Interested in this fund concept?

Contact our Fund Distribution Team:

T +49 69 71043 2712
VE.Fund-Distribution@universal-investment.com

Universal Investment Fund Distribution Team

ChampionsCall:

Montrusco Bolton



Navigating style impact through shifting environments

With rapid shifts in market forecasts, equity investment styles have produced exceptional impacts on excess return. In this ChampionsCall Jean David Meloche, Head of Global Equities and Robert Hiscock, Assistant Portfolio Manager, EAFE Equities, both Montrusco Bolton, will explain how alpha generation in the top decile has been maintained through COVID-fueled drops and rebounds in reflationary environments.

As portfolio manager of the UI I Montrusco Bolton Global Equity Fund I A, they will demonstrate how the team have successfully navigated these changes through the benefits of a high active share, a process that captures a strong selection effect and a proactive risk management framework.



Interested in this fund concept?

Contact our Fund Distribution Team:

T +49 69 71043 2712
VE.Fund-Distribution@universal-investment.com

Universal Investment Fund Distribution Team

More ChampionsCalls

More Topics

  • Press Release
    13. February 2023

    Universal Investment launches Pella’s first investment strategy in Europe

    Universal Investment announces the launch of the Pella Global Securities Sustainable Fund (LU2564817075) in Europe as part of the UI I umbrella fund. Universal Investment’s partnership with Pella Funds Management is its first cooperation with an Australian asset manager and offers investors access to Pella's expertise which they habe been applying successfully in ESG strategies since 2005. In addition of acting as fund service platform, Universal Investment supports Pella with digital marketing expertise delivered by UI subsidiary CAPinside.
    Read More
  • Third Party ManCo Top 150 Awards
    News
    February 2023

    Universal Investment awarded as one of the Top 150 companies in Luxembourg

    Who truly powers the Luxembourg economy? To answer this simple questions, Luxembourg news platform “Luxembourg Official” analysed hard data to identify in 15 categories such as bank, insurance or private equity to reduce bias as much as possible. Therefore, Universal Investment Group is proud to be awarded as biggest third-party ManCo with its Luxembourg fund hub.
    Read More
  • Partner News
    January 2023

    In an uncertain environment: Earning visibility is key

    Jordan Cvetanovski, CIO and Portfolio Manager at Pella Funds Management, analyses the current market environment with a special focus on inflation and rates. Who will win? The Federal Reserve or the markets? What impacts are high inflation and rising rates having on the UI I – Pella Global Securities Sustainable fund that was launched in January.

    Authors: Jordan Cvetanovski, Pella Funds Management Read More