How we do what we do

Union Standard Trust attaches great importance to transparency in its relations with its clients, not only concerning fees but also in its investment activities.

We primarily invest in equities, as these generate the most sustainable returns. In the process, we pursue a buy-andhold strategy: the stocks are held for the long term and are only restructured in exceptional situations. We expect a return that corresponds to the average internal value creation of the respective companies.

Our core portfolio includes equities from solidly financed quality companies which have been market leaders in their respective industries for many years. Many are in the food processing, consumer goods, healthcare or energy sectors. Their products are consumed or used by a significant part of the population. Even in times of recession, they have a quite stable profit performance and are exposed to relatively low price fluctuations. We regularly review the investment instruments in our core portfolio and adapt them to changing market conditions.

We endeavour to maintain the assets of our clients as well as possible, even in negative market phases. We minimise risk through appropriate diversification of investments and anticyclical investment patterns.