Multi-asset strategies can help you reach your financial goals.
A conviction-based approach
Our portfolio managers combine their judgement-based convictions with quantitative analysis.
Ideas are generated from a blend of fundamental and systematic research and focus on top-down and bottom-up asset-class and economic views.
Experts across asset classes
Our team's expertise spans the whole asset class spectrum with the flexibility to adjust to evolving financial markets and seek the best opportunities.
We have developed a proprietary framework combining quantitative information on Macroeconomic, Valuation, Sentiment and Technical factors (MVST)
Multi-tiered risk approach
We aim to monitor and mitigate risks across the portfolio with a multi-layered approach: structurally with diversification, tactically with flexibility, opportunistically with hedging strategies.
Why capital growth?
Capital growth strategies aim to increase the overall value of an asset or investment over a period of time.
Capital growth strategies within multi-asset comprises a variety of asset and sub-asset classes with different performance and risk drivers. We strongly believe that an active portfolio with efficient diversification can capture capital growth through time, while mitigating the associated risks.
Our strategy is to offer investors long-term growth from market opportunities across a highly diversified investment universe.
- We combine quantitative information on Macro, Valuation, Sentiment and Technical (MVST) factors with qualitative insights from multi-expert model to benefit from market opportunities across all major asset classes.
- We invest with conviction in companies where we see the highest potential and focus on benefitting from long-term growth themes across global markets.
- We monitor and intend to mitigate risk across the portfolio with a multi-layer approach.
Why capital preservation?
The strategy’s primary aim is to safeguard capital, prevent losses and keep pace with the rate of inflation. It is usually characterised by a conservative investment approach. As a result, potential returns are likely to be lower than growth-oriented strategies. This type of investment strategy appeals to risk-averse investors and investors with a shorter investment horizon.
The possibility to invest in a broad range of asset classes enables us to tailor solutions to help investors achieve their primary goal of capital preservation. Incorporating active risk mitigation strategies can help multi-asset investors to weather market volatility and circumnavigate unexpected events.
Why income generation?
The goal of a multi-asset income strategy is to provide investors with a steady – and potentially rising – flow of income by investing across yield-generating assets such as bonds, dividend stocks, and real estate.This strategy may suit people with a moderate risk profile who are looking for an extra source of revenue on a regular basis (such as monthly or quarterly).
We provide unconstrained and flexible global solutions seeking to distribute steady income by focusing on fixed income and equity assets that provide regular and attractive levels of natural yield, combined with selected long-term growth assets.
Why impact investing?
Concerns over the multiple challenges the world is facing, such as climate change and social inequalities, are on the rise. On the other hand, consumers and governments together are pushing for more Impact initiatives, to which both corporates and financial institutions must adapt. All together this evolving landscape will generate new opportunities.
We seek to generate both a positive and measurable impact with a focus on environmental and social themes, as well as capital growth, while supporting the Sustainable Development Goals (SDGs) established by the United Nations to achieve a better and more sustainable future for the planet and its people.
Investment in multi-asset involves risks including the loss of capital and some specific risks such as:
Counterparty risk: risk of bankruptcy, insolvency, or payment or delivery failure of any of the Sub-Fund's counterparties, leading to a payment or delivery default.
Risk linked to investments in hedge funds: a limited part of the assets of the concerned Sub-Fund (maximum 10%) is exposed to funds pursuing alternative strategies. Investments in alternative funds imply certain specific risks linked, for example, to the valuation of the assets of such funds and to their poor liquidity.
Geopolitical risk: investments in securities issued or listed in different countries may imply the application of different standards and regulations. Investments may be affected by movements of foreign exchange rates, changes in laws or restrictions applicable to such investments, changes in exchange control regulations or price volatility.
Liquidity risk: risk of low liquidity level in certain market conditions that might lead the Sub-Fund to face difficulties valuing, purchasing or selling all/part of its assets and resulting in potential impact on its net asset value.
Credit risk: risk that issuers of debt securities held in the Sub-Fund may default on their obligations or have their credit rating downgraded, resulting in a decrease in the Net Asset Value.
Impact of any techniques such as derivatives: certain management strategies involve specific risks, such as liquidity risk, credit risk, counterparty risk, legal risk, valuation risk, operational risk and risks related to the underlying assets.
The use of such strategies may also involve leverage, which may increase the effect of market movements on the Sub-Fund and may result in significant risk of losses.
No assurance can be given that our multi asset strategies will be successful. Investors can lose some or all of their capital invested. Our strategies are subject to risks including counterparty risk, geopolitical risk, liquidity risk, credit risk, and the impact of any techniques such as derivatives.