MEAG infrastructure debt fund collects over € 660 million
Residential assets in Osaka acquired on behalf of BVK
Daniel Andemeskel to boost Universal-Investments innovation agenda
Christian Reitz joins Universal-Investment as Head of Digital Transformation
Planned management change – COO Michael Reinhard to be appointed new CEO on 1 May
Universal-Investment names new Country Head of Luxembourg
Universal-Investment appoints Katja Mller as Member of the Board of Directors
Strategic fund partnership with Aktia Asset Management
Aktia launches unique frontier markets fixed income fund in local currency
GPEP acquired mixed retail portfolio of 49 properties
Universal-Investment wins insourcing mandate from Lazard Asset Management
Michael Reinhard is appointed new COO at Universal-Investment
J8 and Universal-Investment launch global absolute return fund
New Head of Sales International: Marcus Kuntz
Acatis and UI join forces to chart a new course
Survey: Real estate investors not participating in price rallies
Bayerische Versorungskammer launches new fund for retail parks
Flagship Apple store acquired on the Champs-Elyses for BVK
Survey: Institutional real estate investors prefer risk diversification and avoid cluster risks
Keppler Asset Management transfers flagship funds to Universal-Investment
KJL Capital and Universal-Investment launch innovative balanced fund
Mandelbrot and Universal-Investment launch market neutral equity fund
Alpamayo Capital and Universal-Investment launch innovative market-neutral credit fund
Survey: Institutional investors plan increased investments in Germany and North America
Honestas brings third sub-fund manager on board for the FO Vermögensverwalterfonds
BMO Real Estate Partners and Universal-Investment invest in Potsdam
Katja Mller takes over management of Sales & Relationship Management at Universal-Investment
GPEP and Universal-Investment round off Retail Park in Lbeck with additional purchases
GPEP and Universal-Investment expand Netto portfolio from 12 to a total of 29 locations
Universal-Investment and AR TRUST launch absolute return fund
GL Funds and Universal-Investment launch new multi-asset fund
Survey: Artificial intelligence displaces active portfolio management
Healthcare sector – the growth market of the future
CBRE Global Investors and Universal-Investment
ACATIS Investment launches the equity fund ACATIS India Value Equities with Universal-Investment
New real estate special fund of Berenberg and Universal-Investment invests in Hamburg real estate
CBRE Global Investors acquire Lion Walk shopping center
Survey: German institutional investors rely on Master KVG
Hines and Universal-Investment acquire €1.3 billion European high street retail portfolio
GPEP and Universal-Investment purchase additional centres and retail parks
CBRE Global Investors and Universal-Investment have acquired Stafa Tower in Vienna
Hines and Universal-Investment acquire trophy mixed-use asset in Milan
New market-neutral fund from Mandelbrot and Universal-Investment with focus on US technology stocks
Catana Capital launches first Big Data- and A.I.-based fund
Universal-Investment appoints Marc-Oliver Scharwath as Managing Director for Luxembourg
Universal-Investment to continue its successful strategy under new owner Montagu
Portfolio of 12 Netto discount stores acquired
Hines and Universal-Investment Acquire Marche Saint Germain
Five Prime High Street Retail Assets in Copenhagen for BVK acquired
Two Prime High Street Retail Assets in Spain acquired for BVK
Prime asset in Paris acquired on behalf of BVK
CBRE Global Investors and Universal-Investment acquire US distribution/warehouse facility
MEAG infrastructure debt fund collects over € 660 million
Residential assets in Osaka acquired on behalf of BVK
Daniel Andemeskel to boost Universal-Investments innovation agenda
Christian Reitz joins Universal-Investment as Head of Digital Transformation
Planned management change – COO Michael Reinhard to be appointed new CEO on 1 May
Universal-Investment names new Country Head of Luxembourg
Universal-Investment appoints Katja Mller as Member of the Board of Directors
Strategic fund partnership with Aktia Asset Management
Aktia launches unique frontier markets fixed income fund in local currency
GPEP acquired mixed retail portfolio of 49 properties
Universal-Investment wins insourcing mandate from Lazard Asset Management
Michael Reinhard is appointed new COO at Universal-Investment
J8 and Universal-Investment launch global absolute return fund
New Head of Sales International: Marcus Kuntz
Acatis and UI join forces to chart a new course
Survey: Real estate investors not participating in price rallies
Bayerische Versorungskammer launches new fund for retail parks
Flagship Apple store acquired on the Champs-Elyses for BVK
Survey: Institutional real estate investors prefer risk diversification and avoid cluster risks
Keppler Asset Management transfers flagship funds to Universal-Investment
KJL Capital and Universal-Investment launch innovative balanced fund
Mandelbrot and Universal-Investment launch market neutral equity fund
Alpamayo Capital and Universal-Investment launch innovative market-neutral credit fund
Survey: Institutional investors plan increased investments in Germany and North America
Honestas brings third sub-fund manager on board for the FO Vermögensverwalterfonds
BMO Real Estate Partners and Universal-Investment invest in Potsdam
Katja Mller takes over management of Sales & Relationship Management at Universal-Investment
GPEP and Universal-Investment round off Retail Park in Lbeck with additional purchases
GPEP and Universal-Investment expand Netto portfolio from 12 to a total of 29 locations
Universal-Investment and AR TRUST launch absolute return fund
GL Funds and Universal-Investment launch new multi-asset fund
Survey: Artificial intelligence displaces active portfolio management
Healthcare sector – the growth market of the future
CBRE Global Investors and Universal-Investment
ACATIS Investment launches the equity fund ACATIS India Value Equities with Universal-Investment
New real estate special fund of Berenberg and Universal-Investment invests in Hamburg real estate
CBRE Global Investors acquire Lion Walk shopping center
Survey: German institutional investors rely on Master KVG
Hines and Universal-Investment acquire €1.3 billion European high street retail portfolio
GPEP and Universal-Investment purchase additional centres and retail parks
CBRE Global Investors and Universal-Investment have acquired Stafa Tower in Vienna
Hines and Universal-Investment acquire trophy mixed-use asset in Milan
New market-neutral fund from Mandelbrot and Universal-Investment with focus on US technology stocks
Catana Capital launches first Big Data- and A.I.-based fund
Universal-Investment appoints Marc-Oliver Scharwath as Managing Director for Luxembourg
Universal-Investment to continue its successful strategy under new owner Montagu
Portfolio of 12 Netto discount stores acquired
Hines and Universal-Investment Acquire Marche Saint Germain
Five Prime High Street Retail Assets in Copenhagen for BVK acquired
Two Prime High Street Retail Assets in Spain acquired for BVK
Prime asset in Paris acquired on behalf of BVK
CBRE Global Investors and Universal-Investment acquire US distribution/warehouse facility
London / Frankfurt am Main, March 21 2018J8 and Universal-Investment launch global absolute return fundThe UK manager J8 Capital Management and German investment company Universal-Investment have launched UI – J8 Global Absolute Return UCITS Fund (ISIN LU1604204054). The subfund implements J8s award-winning global absolute return strategy, a scientifically-backed, systematic and rules-based multi strategy approach focused on momentum and carry as well as value trades. The aim of this multi strategy is to generate attractive returns by trading long as well as short positions, regardless of market conditions.
The focus of our investment strategy lies exclusively on fixed income, currency and commodity markets and consciously leaves out equity markets. The subfund is therefore ideal as a natural diversifier for equity portfolios, says Dr. Tillmann Sachs, J8s founder, Chief Investment Officer and Head of Research. The fund invests in bonds and currencies of G10 countries as well as in commodity markets of the Bloomberg Commodity Index universe. Consideration is also given to ethical and social investment criteria. The risk-weighted portfolio returns are scaled to a target volatility, while the uncorrelated return profile aims to help investors diversify their portfolio risks and even out returns in the long-run.
The subfund is scaled to a target volatility of ten percent and long-term returns are expected between seven and ten percent per annum. The strategy of the subfund has already been trading live and audited for over three years in the J8 Futures Fund (ISIN MT7000006235); as a commitment vis–vis investors, management is significantly invested. This offshore fund outperformed the SG-CTA index in all three years, with the excess return versus the index amounting to 17.16 percent (net). 2018 also had a positive start.
J8 and the global absolute return strategy are systematic and market-agnostic which means that trading decisions are not based on opinion or emotion. Nevertheless, the current positioning of the trading model reflects the expectation of further rising interest rates, a weaker US dollar and rising oil prices.Keyfacts
Award-winning strategy already successful with institutional investorsFund data at a glance
Name of sub fund: UI – J8 Global Absolute Return UCITS Fund
Portfolio manager: J8 Capital Management LLP, London, United Kingdom
Management company: Universal-Investment-Luxembourg S.A., Grevenmacher / Luxembourg
Redemption fee: Up to 2% in the first two years
The investment manager J8 Capital Management LLP (J8) was founded in 2012 in London. Strong corporate governance, a mature risk management framework and the highest levels of compliance make J8 a sophisticated and trusted partner. J8 offers highly liquid, diversified, uncorrelated and cost efficient systematic investment solutions that focus on capital preservation, attractive risk-adjusted returns and superior diversification benefits. The investment solutions of J8 are derived from empirical observations and economic rationale. They offer efficient portfolio construction, are customizable, scalable and provide daily liquidity. The systematic investment process reduces behavioral bias and operational risk. Backed by rigorous research, scientific strategy development and testing with long data histories, the foundation is laid for greater investment confidence. Dr. Tillmann Sachs is Chief Investment Officer and Head of Research of J8. He is also founder and majority shareholder of J8. Prior to founding J8, Sachs was at Barclays, UBS and AIG in London. He has a Ph.D. in the application of artificial intelligence to risk quantification from the Nanyang Technological University in Singapore.