Globally investing fund of funds in developed and emerging markets, investment grade and high yield
• Focus on manager selection, active allocation management and particularly cost-efficient implementation
Frankfurt am Main / Kronberg im Taunus, 30 October 2025.
alpha portfolio advisors has launched the alphaport Credit Opportunities in collaboration with Universal Investment. The fund of funds invests globally in bond funds with a focus on developed and emerging markets and covers both the investment grade and high yield segments. The fund is currently invested in euro-denominated corporate bonds, government bonds from emerging markets in hard and local currencies, and high-yield securities in euros and US dollars.
The fund is primarily tailored to the requirements of institutional investors, but is also open to private investors who wish to benefit from institutional expertise and attractive terms.
The portfolio management team led by Florian Hertlein focuses its investment process on the systematic, multi-stage selection of target fund managers and active allocation management. "Invest selectively, manage actively and think sustainably" is how Florian Hertlein, managing director and partner at alpha portfolio advisors, describes the approach. "We take a risk-conscious approach to allocation and select only the best-performing funds. We are primarily interested in specialised investment strategies in attractive market segments that create real economic added value for our investors."
The aim is to outperform the benchmark, the Bloomberg Global Credit Index, over the long term and achieve a risk-adjusted excess return. To this end, the team continuously adapts the allocation to market conditions and uses its close network of target fund managers to gain access to particularly attractive conditions and, in some cases, closed strategies.
"Unlike conventional fund of funds concepts, we focus on a highly concentrated and selective portfolio that comprises only a limited number of carefully selected strategies. Thanks to our strong negotiating position as an institutional investor, our investors also benefit from rebates and particularly low overall costs, making alphaport Credit Opportunities an extremely cost-efficient solution," explains Florian Hertlein.
Just a few months after its launch, the fund already has a volume of over €140 million – proof of investors' confidence in alpha portfolio advisors' approach.
alpha portfolio advisors has more than 27 years of experience in manager selection for institutional clients and has invested its own capital in the fund – a clear sign of alignment of interests with investors.
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About alpha portfolio advisors
alpha portfolio advisors is an owner-managed consulting firm founded in 1998 and based in Kronberg im Taunus. The company specialises in advising institutional investors in Germany, Switzerland, Liechtenstein and Austria. Its consulting activities focus on the systematic selection of active asset managers and asset allocation. alpha portfolio advisors' clients include companies, insurance companies, pension funds, supplementary pension funds, single and multi-family offices, church institutions, pension funds, foundations and banks. In order to make asset allocation more dynamic, the company developed the alphaport® strategy in 2001 and has been continuously refining it ever since.
About Universal Investment
The Universal Investment Group is one of Europe's leading fund service platforms and super ManCos with around €1,378 billion in assets under administration, over 5,000 fund and investment mandates and approximately 1,800 employees in Frankfurt am Main, Luxembourg, Dublin, London, Paris, Stockholm and Krakow. Founded in 1968, the company is an independent platform offering fund initiators and institutional investors structuring and administration solutions as well as risk management for securities, real estate and alternative investments. The company is a signatory to the UN Principles of Responsible Investment and a member of Forum Nachhaltige Geldanlagen e. V. (as of August 2025).
Your contacts for press enquiries
Universal-Investment-Gesellschaft mbH alpha portfolio advisors GmbH
Alfons Niederländer Florian Hertlein
Senior Communications Manager Managing Director / Partner
T: +49 69 71043 2513 T:+49 6173 999 600
M: +49 151 4062 3664
alfons.niederlaender@universal-investment.com hertlein@alphaport.de
Disclaimer
This publication is a marketing communication and does not constitute a recommendation to buy or sell shares or units in investment funds. Investment decisions should only be made on the basis of the current sales documents(basic information sheet, sales prospectus and, if published, annual and semi-annual reports), which also contain the sole relevant contractual terms and conditions and are available free of charge from Universal Investment and on the Internet at www.universal-investment.com. Past performance is no guarantee of future results. Future performance cannot be predicted. A summary of your investor rights can be found at www.universal-investment.com/de/Unternehmen/Compliance/Anlegerrechte/. We would also like to point out that Universal Investment, as the management company for funds for which it has made arrangements for the distribution of fund units in EU member states, may decide to waive these arrangements in accordance with Article 93a of Directive 2009/65/EC and Article32a of Directive 2011/61/EU, in particular by making a flat-rate offer to repurchase or redeem all corresponding units held by investors in the relevant Member State.
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