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Union Investment

Q: Where can I see Union Investment's top-performing funds?

Use the Funds Benchmark Fund Finder filtered by manager to see every Union Investment fund sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge.

25 funds on Funds Benchmark · £113.8B combined AUM

Fund Manager Major Manager

Union Investment runs 25 funds available to UK investors on Funds Benchmark, with £113.8B in combined assets under management. The book is concentrated in Equity (10 funds), Bond (8 funds), Multi-Asset (5 funds), with smaller allocations across 1 other asset class. The average ongoing charge (OCF) across the range is 0.01% — competitive for actively-managed funds.

Funds

Total AUM

£113.8B

Avg 1Y Return

+16.3%

Avg OCF

0.01%

Asset Classes

All Union Investment Funds

In Fund Finder ›

#	Fund	1Y	AUM	OCF
1	Other Global Commodities-Invest LU0249045476	+72.7%	£1.9B	0.01%
2	Equity Global High Tech LU0101441672	+57.0%	£2.7B	0.02%
3	Equity Global UniIndustrie 4.0 LU1772413420	+31.8%	£2.5B	0.01%
4	Equity Global Emerging Markets Equities MinRisk LU0489951870	+30.9%	£388M	0.02%
5	Equity Global UniValueFonds: Global LU0126315885	+20.7%	£2.0B	0.01%
6	Equity Global UniESG Aktien Global DE000A0M80G4	+19.0%	£7.3B	0.01%
7	Equity Europe UniDividendenAss LU0186860408	+17.0%	£1.8B	0.01%
8	Equity Eurozone UniESG Aktien Europa LU0090707612	+16.3%	£2.0B	0.01%
9	Equity Global UniGlobal Dividende LU1570401114	+14.7%	£3.0B	0.01%
10	Multi-Asset Global UniAusschüttung LU1390462189	+14.3%	£2.2B	0.01%
11	Multi-Asset Global PrivatFonds: ESG LU1900195949	+13.6%	£3.5B	0.01%
12	Multi-Asset Global UniRak ESG LU0718558488	+10.1%	£5.4B	0.01%
13	Bond Global UniInstitutional EM Sovereign Bonds ESG LU1589413688	+8.7%	£280M	0.01%
14	Bond Global UI Vario: 2 LU0106307621	+8.4%	£2.0B	—
15	Equity Global BioPharma LU0101441086	+8.3%	£611M	0.02%
16	Multi-Asset Global FairWorldFonds LU0458538880	+7.1%	£1.3B	0.01%
17	Multi-Asset Global UniRak Konservativ ESG LU1572731245	+6.0%	£6.1B	0.01%
18	Bond Europe UniEuroRenta Corporates LU0117072461	+5.7%	£2.0B	0.01%
19	Bond Global UniInstitutional EM Corporate Bonds Low Duration ESG LU1342556849	+5.5%	£425M	0.00%
20	Bond Global UniInstitutional EM Corporate Bonds LU0578899691	+5.3%	£361M	0.01%
21	Bond Global UniInstitutional Euro Reserve Plus DE000A1C81J5	+5.2%	£4.8B	0.00%
22	Bond Europe UniEuroKapital Corporates LU0168092178	+4.7%	£1.9B	0.01%
23	Bond Global UniOpti4 LU0262776809	+4.5%	£19.9B	0.00%
24	Other Europe UniImmo: Deutschland DE0009805507	+3.4%	£14.9B	0.01%
25	Equity Global UniGlobal DE000A3CU5E5	—	£24.5B	0.01%

Asset Class Mix

Equity

Bond

Multi-Asset

Other

Top Categories

Global

Europe

Eurozone

Union Investment funds on Funds Benchmark

Union Investment has 25 funds covered by Funds Benchmark across Equity, Bond, Multi-Asset, Other.

Commodities-Invest (LU0249045476, 1-year return: +72.7%, AUM: £1.9B)
High Tech (LU0101441672, 1-year return: +57.0%, AUM: £2.7B)
UniIndustrie 4.0 (LU1772413420, 1-year return: +31.8%, AUM: £2.5B)
Emerging Markets Equities MinRisk (LU0489951870, 1-year return: +30.9%, AUM: £388M)
UniValueFonds: Global (LU0126315885, 1-year return: +20.7%, AUM: £2.0B)
UniESG Aktien Global (DE000A0M80G4, 1-year return: +19.0%, AUM: £7.3B)
UniDividendenAss (LU0186860408, 1-year return: +17.0%, AUM: £1.8B)
UniESG Aktien Europa (LU0090707612, 1-year return: +16.3%, AUM: £2.0B)
UniGlobal Dividende (LU1570401114, 1-year return: +14.7%, AUM: £3.0B)
UniAusschüttung (LU1390462189, 1-year return: +14.3%, AUM: £2.2B)
PrivatFonds: ESG (LU1900195949, 1-year return: +13.6%, AUM: £3.5B)
UniRak ESG (LU0718558488, 1-year return: +10.1%, AUM: £5.4B)
UniInstitutional EM Sovereign Bonds ESG (LU1589413688, 1-year return: +8.7%, AUM: £280M)
UI Vario: 2 (LU0106307621, 1-year return: +8.4%, AUM: £2.0B)
BioPharma (LU0101441086, 1-year return: +8.3%, AUM: £611M)
FairWorldFonds (LU0458538880, 1-year return: +7.1%, AUM: £1.3B)
UniRak Konservativ ESG (LU1572731245, 1-year return: +6.0%, AUM: £6.1B)
UniEuroRenta Corporates (LU0117072461, 1-year return: +5.7%, AUM: £2.0B)
UniInstitutional EM Corporate Bonds Low Duration ESG (LU1342556849, 1-year return: +5.5%, AUM: £425M)
UniInstitutional EM Corporate Bonds (LU0578899691, 1-year return: +5.3%, AUM: £361M)
UniInstitutional Euro Reserve Plus (DE000A1C81J5, 1-year return: +5.2%, AUM: £4.8B)
UniEuroKapital Corporates (LU0168092178, 1-year return: +4.7%, AUM: £1.9B)
UniOpti4 (LU0262776809, 1-year return: +4.5%, AUM: £19.9B)
UniImmo: Deutschland (DE0009805507, 1-year return: +3.4%, AUM: £14.9B)
UniGlobal (DE000A3CU5E5, 1-year return: —, AUM: £24.5B)

Compare Union Investment funds against peers

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About Union Investment

How many Union Investment funds can I buy through a UK platform?

We list 25 Union Investment funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.

What asset classes does Union Investment cover?

Union Investment's largest exposure is in Equity alongside 3 other asset classes . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.

How are Union Investment funds rated against peers?

Open any Union Investment fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.

What's the average fee on Union Investment funds?

Across the Union Investment retail share classes we cover, the average ongoing charge (OCF) is 0.01%. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.

Where can I see Union Investment's top-performing funds?

The table above lists every Union Investment fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.