Multi-asset funds

It is crucial that the allocation of asset classes is tailored to the return targets and needs of investors. Investors with higher return targets are best advised to choose an investment strategy with a slightly higher equity allocation. This assumes that they are able to tolerate fluctuations in value. Those who prefer to avoid fluctuations but still wish to maintain the purchasing power of their assets can opt for an investment strategy with a slightly lower equity weighting

Long-term capital preservation, intelligent risk diversification and specific sustainability criteria – foundations and charitable organisations often have special requirements when it comes to investing. Our Foundation Funds are designed to meet all these requirements. Of course, private investors are also welcome to invest.

In addition to clever risk diversification, a multi-asset portfolio offers further advantages: fund managers can flexibly adapt the investment strategy to changing market environments and, for example, adjust the weighting of individual securities or asset classes. In this way, investors benefit from a comprehensive asset management approach through a carefully structured multi-asset portfolio.

Our funds are available through a broad network of financial service providers, such as banks, savings banks, insurance companies and independent financial advisors. Simply make a note of the name, WKN or ISIN number, and speak to your personal advisor.