Multi Assets

Find A FUnd

Polar Capital Income Opportunities A2 GBP Acc

To Fund seeks to provide an attractive level of income whilst providing capital growth. The fund will invest primarily in the equity, debt and other securities of financial companies worldwide.

StarCapital – Strategy 1 A – EUR

The Subfund invests its assets in securities of all types, including Shares, bonds - including zero-coupon bonds, convertible and warrant-linked bonds, money market instruments, certificates and other funds, the investment in open regulated real estate funds being limited to 10%. The Subfund may use financial instruments whose value depends on future prices of other assets ("derivatives") to hedge or increase assets.

LF Prudential Risk Managed Passive 3 R Acc

The fund invests mainly in other actively managed funds which provide global exposure to a variety of asset classes includingcompany shares, government and company debt securities, property and cash. Between 20% and 55% of the fund will be invested in funds whose predominant asset type is company shares.

Global Opps Access Yld EUR F-acc

The fund seeks primarily exposure to interest bearing assets, while it may gain exposure to different asset classes by investing in different types of investment instruments such as deposits, shares or units of UCITS and other UCIs, certificates, derivative instruments, single bonds and single equities. It can also invest in (i) UCITS and other UCIs pursuing alternative investment strategies and (ii) UCITS eligible investments that give exposure

VT Greystone Balanced Managed Acc

Capital growth and outperformance of its sector average with less risk than equity markets. The fund holds between 40% -85% UK and overseas shares. We target 5% -8% annualised growth over the recommended investment time horizon of at least seven years.

LO Funds – All Roads EUR P A

A Sub-Fund implementing an asset allocation strategy in bonds, other fixed or floating-rate debt securities and short-term debt instruments issued or guaranteed by sovereign or non-sovereign issuers, convertible bonds, equities, currencies and/or Cash and Cash Equivalents, denominated in OECD currencies and/or Emerging Market currencies. The Sub-Fund may also be fully invested, in accordance with the applicable diversification rules, in Cash and

SWC (LU) PF Sustainable Balanced AA

The fund invests worldwide in equities, bonds and money market instruments. The equity component is between 35% and 65%. Business sustainability criteria are considered in the investment selection process and the majority of investments are in securities that are environmental and social leaders in their sector.

VT Greystone Balanced Fund Acc

Capital growth and outperformance of its sector average with less risk than equity markets. The fund holds between 40% -85% UK and overseas shares. We target 5% -8% annualised growth over the recommended investment time horizon of at least seven years.

LO Funds – All Roads EUR PA

The fund aims to offer higher risk-adjusted returns than traditional asset allocation while controlling risk. It invests in various asset classes including equities, sovereign and corporate bonds (in both developed and emerging markets) and commodities through liquid instruments. Application of the strategy further diversifies by building exposures to alternative risk premia in a systematic, liquid and transparent manner.

UBS GS – Yield EUR F-acc

The fund seeks primarily exposure to interest bearing assets, while it may gain exposure to different asset classes by investing in different types of investment instruments such as deposits, shares or units of UCITS and other UCIs, certificates, derivative instruments, single bonds and single equities. It can also invest in (i) UCITS and other UCIs pursuing alternative investment strategies and (ii) UCITS eligible investments that give exposure

SWC (LU) PF Green Invest Balanced AA

The fund invests worldwide in equities, bonds and money market instruments. The equity component is between 35% and 65%. Business sustainability criteria are considered in the investment selection process and the majority of investments are in securities that are environmental and social leaders in their sector.

SWC (CH) Portfolio Fund Valca AA CHF

The fund invests worldwide in equities, bonds and money market instruments. At least 60% of investments are denominated in Swiss francs or hedged against Swiss francs. The equity allocation is between 50% and 85%. Other investments such as commodities and real estate may be added for optimization purposes.

StarCapital Huber – Strategy 1 A – EUR

The Subfund invests its assets in securities of all types, including Shares, bonds - including zero-coupon bonds, convertible and warrant-linked bonds, money market instruments, certificates and other funds, the investment in open regulated real estate funds being limited to 10%. The Subfund may use financial instruments whose value depends on future prices of other assets ("derivatives") to hedge or increase assets.

Sparinvest-Securus EUR R

The Sub-Fund aims at providing a positive return over the medium term by investing at least 2/3 of its total net assets in fixed income transferable securities and less than 1/3 of its total net assets in equities and/or equity equivalent securities. The Sub-Fund invests more than half of its total net assets in Investment Grade government, sovereign and Danish Covered Bonds and to a limited extent in rated corporate bonds (Investment Grade Corpo

Royal London Sustainable World Trust A Inc

The Fund aims to provide growth in the value of your investment over time, by investing primarily in shares but with some fixed interest securities, on a global basis. The Fund is also invested in other types of investment, such as cash, property-related investments and derivatives. The investments picked for this Fund are screened in accordance with the Managers ethical and sustainable investment policy. Between 60-85% of the Funds investments a

Purisima Global Total Return PCG B Net Inc

To provide capital and income growth through diversified investment in transferable securities, including global equities and fixed interest securities. There may be occasions when the Fund also holds units in collective investment schemes, warrants, deposits, cash and near cash and money market instruments. In order to reduce risk by diversification, the Fund will generally maintain an exposure to all major markets included in the relevant bench

Premier Multi-Asset Global Growth B Inc

The aim of the Fund is to grow the value of your original investment over the long term. The Fund will mainly invest in a broad range of funds from different investment groups. These underlying funds are predominantly global equity funds but can invest in a range of different assets including bonds, company shares, property and alternatives assets.

Polar Capital Income Opportunities A2 Ret Acc

To Fund seeks to provide an attractive level of income whilst providing capital growth. The fund will invest primarily in the equity, debt and other securities of financial companies worldwide.

Pictet CH-LPP 25-P dy CHF

The objective of this fund is to participate in the development of global financial markets with an average 25% equity allocation. The allocation follows closely the index Pictet LPP 2000 - 25 in a tight risk controlled environment.

Phaidros Funds – Balanced A

The Fund mayinvest in equities, bonds, money market instruments, certificates, other structured products (such as reverse convertible bonds, warrant bonds, convertible bonds), target funds, time deposits, derivatives and cash, depending on the market situation and assessment of the fund management. The Certificates are certificates based on legally permissible underlyings such as shares, bonds, investment fund units, financial indices and foreign

PARVEST Diversified Dynamic Classic Cap

To increase the value of its assets over the medium term. The sub-fund invests its assets in all transferable securities and/or in cash within the limits allowed by the Law, and also in derivatives. The sub-fund is also indirectly exposed to market volatility. In order to achieve its performance objective, the sub-fund implements an extremely flexible and diversified allocation strategy encompassing these asset classes. Asset allocation is manage

Migros Bank (CH) Fonds – 45 B

The fund invests up to 50% in equities and 45% in bonds. The proportion of money market investments is 5%. The assets choice is based primarily on the benchmark indices SBI Rating AAA-BBB (TR) and the Swiss Performance Index (SPI). The fund is actively managed and do not build up these indices. The fund mainly invests in other funds. The main currency of the fund is Swiss franc.

Migros Bank (CH) Fonds – 25 B

The fund invests up to 60% in bonds and 25% in equities. The proportion of alternative and money market investments is 15%. The assets choice is based primarily on the benchmark indices SBI Rating AAA-BBB (TR) and the Swiss Performance Index (SPI). The fund mainly invests in other funds. The main currency of the fund is Swiss franc.

MI Hawksmoor Vanbrugh A Inc

The investment objective of the Fund is to provide capital growth and income. The Fund's portfolio will consist primarily of a diversified range of open and closed ended funds, although significant exposure to other investments such as fixed interest securities are expected to be included in the portfolio from time to time. The portfolio will be actively managed, with the Investment Manager seeking to take advantage of inefficiencies in the prici

MGTS Greystone Balanced Managed Acc

Capital growth and outperformance of its sector average with less risk than equity markets. The fund holds between 40% -85% UK and overseas shares. We target 5% -8% annualised growth over the recommended investment time horizon of at least seven years.

LO Funds – All Roads Multi-Asset EUR PA

The fund aims to offer higher risk-adjusted returns than traditional asset allocation while controlling risk. It invests in various asset classes including equities, sovereign and corporate bonds (in both developed and emerging markets) and commodities through liquid instruments. Application of the strategy further diversifies by building exposures to alternative risk premia in a systematic, liquid and transparent manner.

Liontrust Sustainable Future Managed 2 Inc

It will invest in a broad range of worldwide investments. This will include shares, bonds, cash and other types of investments such as other funds. Bonds are interest paying loans made to global companies, governments and large international organisations. Typically between 45% and 85% will be invested in shares. Up to 55% will be invested in bonds and cash. It will invest only in companies that meet their rules for environmental and social respo

LF Prudential Dynamic Focused 20-55 Pfolio R Acc

The fund invests mainly in other actively managed funds which provide global exposure to a variety of asset classes includingcompany shares, government and company debt securities, property and cash. Between 20% and 55% of the fund will be invested in funds whose predominant asset type is company shares.

Jupiter Merlin Real Return I EUR Acc

The investment objective of the fund is to achieve real returns over a 3 year rolling period. The Fund has a real return (i.e. inflation-adjusted) mandate and, as such, it will tend to make greater use of strategies that themselves take a real return (rather than a market directional) approach as well as investing in Underlying Funds which are themselves invested in international equities and/or bonds. The investment policy is to invest predomina

Global Emerging Markets Balance Portfolio LD

The fund invests globally in equities and interest-bearing securities issued by governments, organizations and companies in emerging markets. Up to 70% of the funds assets may be invested in equities, other participation rights, equity index certificates, equity funds and in financial instruments and derivatives based on the aforementioned securities. Up to 75% of the funds assets may be invested in interest-bearing securities, convertible bonds,

Flossbach von Storch – Stiftung

The Fund aims at appropriate capital growth in the Sub-Fund's currency. The investment strategy is based on the analysis of global financial markets using 'value' criteria. It invests globally according to the principle of risk diversification in equities, money market instruments, certificates (e.g. on indexes, shares, special equity baskets, bonds, currencies, commodities, investment funds, Reits, real estate funds, hedge funds) and bonds of al

Flossbach von Storch – Multi Asset – Balanced R

The fund aims to achieve appropriate capital growth in the Sub-Fund's currency. The investment strategy is based on the fundamental analysis of the global financial markets using "value" criteria. The fund invests according to the principle of risk diversification globally in securities of all kind (e.g. equities, bonds, money market instruments, certificates, other structured products, target funds, derivatives, cash and cash equivalents and tim

Eurizon Fund Azioni Strategia Flessibile R

The fund objective is to offer over 7 years a return on line with the western equity index over long term, with an exposure at least equal to 45% of the net assets in equities, convertible bonds or equity-related instruments listed on a regulated market of Europe and/or USA. The remaining part is invested bonds or bond-related instruments, including bonds, covered bonds or money market instruments issued by governments, agencies or private issuer

DNCA Invest Global Leaders B

The Sub-Fund seeks to outperform the MSCI World index. The Sub-Fund aims to invest in issuers considered to be the "pillars" or "leaders" in the global economy, wherever their geographical location. The Sub-Fund will invest at any time within the following limits in: 1.Equities or related financial derivative instruments (such as CFD or DPS) 60% to 100% of its net assets. 2. Debt instruments: 0% to 40% of its net assets. In case of adverse market

Capital Group Global Allocation (LUX) B USD

The Fund seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. The Fund will seek to meet these objectives by investing worldwide primarily in listed Equities and Bonds of companies and governments and other fixed-income securities including mortgage and asset backed securities, denominated in various currencies. These are usually listed or traded on other Regulated Marke

Bonhote Strategies – Monde (CHF)

The fund invests at least two-thirds of the total assets in: shares (minimum one third, maximum two-thirds of its total assets), obligations, derivative financial instruments, shares of collective investment schemes, principal protected products on equities and bonds, and structured products with unprotected capital.

BCV Pension 40 A

The fund aims to increase long-term capital and provide additional income. The fund is composed of a balance between bonds and shares, thus posing a moderate to high risk. When selecting investments, account is taken of the requirements under the professional retirement, surviving dependents, and disability insurance legislation (OPP 2).

BCV Pension 25 A

The fund aims to generate regular income and moderate long-term capital gains whilst complying with requirements laid down in Swiss Federal legislation relating to occupational old-age, survivors and invalidity pension schemes. The sub-fund mostly comprises income-generating investment instruments and has a moderate risk profile. It is particularly well suited to conservative investors who are looking for a combination of regular income and modes

Baloise F Invest (Lux) – BFI Activ (CHF) R

The fund invests in a globally diversified portfolio of bonds of primarily European borrowers with high credit ratings and in equity instruments (mostly shares) of first-class companies. The portfolio combines the potential of equity earnings with regular income from fixed-interest securities. The fund has an equity allocation of approx. 30%. Hence, it is structured principally for income, but offers the possibility of moderate capital growth. Th

AXA WF Global Optimal Income A C EUR

The fund seeks to achieve a mix of stable income and capital growth measured in Euro by investing in a mix of equities and fixed income securities issued by governments and companies primarily domiciled or listed in OECD countries, over a long term period. The fund invests in a set of equities (including high dividend equities) and fixed income securities issued by any governments and companies which are domiciled or listed in OECD countries and

Avadis – Strategie Wachstum A

Strategie Wachstum is a fund of funds, exclusively made up of institutional target funds composed. The strategy invests on a consolidated basis after deduction of liquid funds at least 50% and max. 70% in shares and at least 30% and max. 50% in bonds. facilities in convertible bonds are limited to max. 20%. Dedicated for long term investors.

Allianz Strategy 50 – CT – EUR

In pursuing a quantitative approach the fund aims to generate capital growth in the long term comparable to a portfolio consisting of 50% global equity markets and 50% medium-term Euro Bond markets. We invest directly or using derivatives in equities and equivalent securities as well as in bonds of good credit quality, money markets instruments and cash. The issuers of these securities must mostly have their registered offices in a developed coun

Allianz Dynamic Multi Asset Strategy 75 – I – EUR

The investment policy aims to generate long term capital growth through investments in a broad range of asset classes, in particular in the global equity markets and European bond and money markets. Overall, the goal is to achieve over the medium-term a performance comparable to a balanced portfolio consisting of 75% global equity markets and 25% medium-term Euro bond markets. We invest directly or using derivatives in equities and equivalent sec

Algebris Financial Income B EUR Acc

The objective of the Fund is to maximize income and generate superior risk adjusted returns over an investment cycle by investing in high dividend yielding stocks and bonds.

ACPI Balanced UCITS R USD

The ACPI Balanced Fund aims to provide investors with long-term capital preservation and growth by investing in a portfolio of equities, bonds and cash. The Fund invests in cash deposits, international bond and equity funds to provide a portfolio diversified through both asset and geographic allocations.