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Ulysses resists the sirens – Oil painting by Herbert James Draper 1909
Trend Concept’s fund managers compare their role to that of Ulysses’ companions: They plug their ears with wax so they can row without being distracted by the siren calls of the markets. Like Ulysses, investors can hear sirens but remain bound to the mast at their own request and thus withstand the temptations of the markets.
Trend Concept’s fund managers compare their role to that of Ulysses’ companions: They plug their ears with wax so they can row without being distracted by the siren calls of the markets. Like Ulysses, investors can hear sirens but remain bound to the mast at their own request and thus withstand the temptations of the markets.
INVESTMENT FUNDS
Equity funds
TrendConcept Universal Aktien Europa
The TrendConcept-Universal-Fonds Aktien invests in European blue chips using TrendConcept’s safety-oriented concept. Since its launch in 1997, this fund has generated a gain of nearly 35% compared with a performance of around 0% by the Dow Jones EuroStoxx50. The lower risk compared with equity indices (based on volatility) should be noted: the annualised volatility of the TrendConcept-Universal Fonds Aktien Europa was 11.60% compared with 23.20% for the Dow Jones EuroStoxx50 index.
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| Fund name | TC-Univ.-Aktien Europa |
| Currency | EUR |
| Security code | ISIN DE0009781773 |
| Reuters / Bloomberg | UIGF / UNTRAKT_GR |
| Investment company / country | Universal Inv., D |
| Custodian bank / country | Hauck & Aufhäuser, D |
| Launch / mandate acquired | 05.05.1997 |
| Investment focus | EURO-STOXX-50-Equities |
| offer price / ZG. | 62,97 / |
| Volatility 1 year/3 years | 15,16% / 10,79% |
| Performance YTD / 1 calendar year / since launch | -7,22% / 5,91% / 31,21% |
| Distribution / date | Thes. / |