Multi Asset
Multi-asset strategies can help you reach your financial goals.
Our approach
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.
Quantitative analysis
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
Capital growth
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
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.
Capital preservation
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.
Our strategy
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.
Income generation
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).
Our strategy
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.
Impact
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.
Our strategy
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.
Risk warning
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.
All investment involves risk, including the loss of capital. The value of investments .and the income from them can fluctuate and investors may not get back the amount originally invested.
Disclaimer
The information on this website is intended for investors domiciled in Switzerland.
AXA Investment Managers Switzerland Ltd (AXA IM) is not liable for unauthorised use of the website.
This website is for advertising and informational purpose only. The published information and expression of opinions are provided for personal use only. The information, data, figures, opinions, statements, analyses, forecasts, simulations, concepts and other data provided by AXA IM in this document are based on our knowledge and experience at the time of preparation and are subject to change without notice.
AXA IM excludes any warranty (explicit or implicit) for the accuracy, completeness and up-to-dateness of the published information and expressions of opinion. In particular, AXA IM is not obliged to remove information that is no longer up to date or to expressly mark it a such. To the extent that the data contained in this document originates from third parties, AXA IM is not responsible for the accuracy, completeness, up-to-dateness and appropriateness of such data, even if only such data is used that is deemed to be reliable.
The information on the website of AXA IM does not constitute a decision aid for economic, legal, tax or other advisory questions, nor may investment or other decisions be made solely on the basis of this information. Before any investment decision is made, detailed advice should be obtained that is geared to the client's situation.
Past performance or returns are neither a guarantee nor an indicator of the future performance or investment returns. The value and return on an investment is not guaranteed. It can rise and fall and investors may even incur a total loss.
AXA Investment Managers Switzerland Ltd.