UniGlobal -net-

ISINDE0009750273
ProviderUnion Investment Privatfonds GmbH
Close Price€280.93 *
Lipper Rating54321
ESG Score

* Data as of 23 April 2026

Performance

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Totalp.a.
YTD+2.94%
1 Year+26.19%+26.19%
3 Years+49.22%+14.43%
5 Years+57.41%+9.78%
10 Years+181.01%+10.93%

Past performance is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise.

Key Facts

Asset ClassEquity
Holdings ClassificationEquity United States Large-Cap Core
Geographical FocusGlobal
Fund Size€10,972,565,202
Total Expense Ratio1.80%
CurrencyEUR
DomicileDE
ManagementstyleActive
SFDR ArticleArticle 6

Available in

Liechtenstein Life InvestLiechtenstein Life WealthVWL-Förderkonzept für Bundeswehrangehörigebest value rentvalue invest VWLvalue rentvalue rent business UKyourlife netto

Country Exposure

United States
69.5%
France
4.1%
United Kingdom
4.0%
Germany
3.8%
Canada
2.6%
Other
16.0%

Description

The objective of the fund is to generate long-term capital growth in addition to achieving returns in line with the market. At least 51 % of the fund's assets must consist of shares of domestic and foreign issuers. Up to 49 % of the fund assets may be invested in money market instruments or bank dep...