Multi-asset funds

It is important that the weighting of the asset classes is optimally 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 requires that they are able to cope with fluctuations in value. Those who prefer to avoid fluctuations in value but still want to maintain the purchasing power of their assets can opt for an investment strategy with a slightly lower equity allocation.

Long-term capital preservation, smart risk diversification and specific sustainability criteria – foundations and charitable organisations often have special requirements when it comes to investing capital. Our foundation funds meet all these requirements. But private investors are also welcome to invest, of course.

In addition to smart risk diversification, a multi-asset portfolio offers further advantages: portfolio managers can flexibly adapt the investment strategy to changing market environments and, for example, reweight individual securities or asset classes. In this respect, investors with a smartly constructed multi-asset portfolio receive comprehensive asset management.

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