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.

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.

Graph call price:  

 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. 65,81 / 0,00
 Volatility 1 year/3 years 6,69% / 7,49%
 Performance YTD / 1 calendar year / since launch 2,70% / -9,71% / 37,13%
 Distribution / date Thes. /