Bernd Schröder: The Investment Whiz Kid from Frankfurt
Catching the Eye in Frankfurt's Financial District
Stock market upheaval attributed to Bernd Schröder's actions
Lead Portfolio Manager at the powerhouse Union Investment Privatfonds, Bernd Schröder (49) is making waves in the investment world. With a mighty 25.8% return in 2024, and an astounding €20 billion under management, UniGlobal – Union Investment's flagship product – has left the competition in the dust! According to Morningstar, it outperformed similar investments by a staggering 4.9 percentage points. Proving once and for all that active management can be a game-changer in the long run.
A Révéling Success Story
Bernd Schröder helms multiple funds under Union Investment, including the UniGlobal Fonds (DE0008491051) and UniGlobal II A. As a seasoned fund manager, he's steered the UniGlobal Fonds, an equity-focused global funds boasting a €18.75 billion portfolio[1], towards long-term capital growth by investing in international blue-chip stocks[1][5]. His achievements speak for themselves. Over the past 5 years, UniGlobal Fonds has soared +75.09%[1], outpacing most rivals. He's also delivered heavyweight returns of +112.19% over the past decade[1]. Even during periods of short-term market volatility, Schröder's strategy has powered the fund to a respectable +17.20% over 3 years[1].
Strategic Brilliance
Schröder's investing style typically involves a well-diversified global equities approach, ensuring at least 51% allocation to equities[5]. This strategy is perfectly attuned to growth-oriented investors, providing an optimal balance between risk and returns[1][5].
A Team Player
Bernd Schröder doesn't shy away from collaboration, working alongside luminaries like Florian Oberhofer and Patrick Schuchter on UniGlobal[1][3], and Gunther Kramert on UniGlobal II A[2]. This all-star team definitely has the echo system required to continue leading the market. Schröder's tenure reveals a knack for sustaining long-term returns in competitive markets, particularly through blended equity strategies[1][2][5]. An investment whiz kid to watch, indeed!
- Bernd Schröder, the Investment Whiz Kid from Frankfurt, demonstrated his prowess in the financial industry as the Lead Portfolio Manager at Union Investment Privatfonds, outperforming similar investments by a significant 4.9 percentage points in 2024.
- As the manager of multiple funds under Union Investment, such as the UniGlobal Fonds and UniGlobal II A, Schröder's strategic approach to investing has resulted in outstanding returns, with the UniGlobal Fonds soaring +75.09% over the past 5 years.
- Schröder's investment style is characterized by a well-diversified global equities approach, ensuring at least 51% allocation to equities, which caters well to growth-oriented investors seeking an optimal balance between risk and returns.
- Collaboration is key for Schröder, as he works closely with esteemed colleagues like Florian Oberhofer, Patrick Schuchter, and Gunther Kramert on various funds, demonstrating his ability to sustain long-term returns in competitive markets through blended equity strategies.
