Flossbach von Storch -
Multi Asset - Balanced
The balanced version of our multi-asset funds is attractive to investors who want more than just capital preservation. Flossbach von Storch Multi Asset - Balanced offers the opportunity to increase the purchasing power of your assets without taking on excessive risk.
The investment strategy
To limit risks and exploit opportunities for returns, we invest your assets in the asset classes equities, bonds, convertible bonds and gold. The equity allocation forms the basis of the strategy and ranges between 25 per cent and a maximum of 55 per cent. The fund management team uses in-house valuation models to select individual securities.
The fund managers
Dr Tobias Schafföner (above) is Managing Director of Flossbach von Storch SE. After graduating with a degree in economics in 2011, he obtained his doctorate in political science in 2020. He has been with Flossbach von Storch since 2012. As Head of Multi Asset, he manages the multi-asset strategies together with Julian-Benedikt Hautz (left) and Stephan Scheeren (right). Julian-Benedikt Hautz studied business administration and has been a portfolio manager and investment analyst at Flossbach von Storch since 2017. Stephan Scheeren has been with the company since 2008. Prior to that, he worked as a portfolio manager and fund analyst at Bankhaus Lampe AG in Düsseldorf and studied banking and finance at the Technical University of Cologne.
Flossbach von Storch - Multi Asset - Balanced
Each of our funds is offered in different share classes. The figures below show the performance of share class R in euros, which is primarily invested in by private investors.
Clear principles for discerning investors
Balanced investment
With a maximum equity allocation of 55 per cent, the fund is suitable for opportunity-oriented investors who want to achieve a positive real yield over the long term.
Proven approach
We invest your money according to five principles that have proven themselves over the years: diversification, quality, flexibility, solvency and value.
How to invest in the
Flossbach von Storch - Multi Asset - Balanced
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.
Die Anlageklassen im Überblick
Kern unserer Strategie ist die breite Verteilung des verwalteten Vermögens auf verschiedene Anlageklassen, Währungsräume und Einzeltitel. Um Chancen nutzen zu können, genießt das Fondsmanagement bei allen Anlageentscheidungen eine große Flexibilität.Further information on performance, portfolio composition and opportunities and risks can be found on our fund details page.
Multi-Asset-Funds
Broadly diversified multi-asset strategies offer a wide range of earnings opportunities.
Equity funds
Our investment team carefully selects all equities and actively manages the funds.
Bond-funds
Bond funds offer appropriate earnings opportunities - with moderate risks.