Classic solutions: balanced and efficient

Multi Asset Classic is the complete solution that excels with its balanced strategic asset allocation based on multiple asset classes and the active management of opportunities and risks as part of tactical allocation. We select the most suitable investment instruments for implementation.

How you achieve more with Multi Asset Classic

We optimise the risk and return of your portfolio by combining different asset classes, and actively manage tactical market opportunities and risks.

We take the Paris Agreement into account and we shoulder responsibility through Investment Stewardship.

We manage mixed funds for different risk profiles and individually invest your mandate assets based on your objectives and framework conditions.

We optimise the risk and return of your portfolio by combining different asset classes, and actively manage tactical market opportunities and risks.

We manage mixed funds for different risk profiles and individually invest your mandate assets based on your objectives and framework conditions.

We take the Paris Agreement into account and we shoulder responsibility through Investment Stewardship.

How to invest with Multi Asset Classic

You can choose between balanced mixed funds for investors with different risk appetites, our balanced real assets fund Valca, or a highly individual mandate. You benefit from our disciplined investment process with integrated risk management for all solutions. Mandate clients also benefit from a tailor-made investment strategy and personal dialogue with our specialists. 

Classic or Systematic multi-asset fund?

With the classic solutions, you benefit from the accumulated investment expertise of our asset managers, which comes into full effect in a disciplined investment process.In a disciplined investment process, this includes performance drivers such as strategic and tactical allocation as well as a dedicated selection of securities. We implement Systematic solutions based on strict rules.

Mixed fund or mandate?

  • Mixed funds are efficient, broadly diversified and actively managed solutions for investors with different risk appetites. They are suitable as a complete solution or as a basic portfolio component. 
  • Investors looking for a tailor-made investment solution count on mandates.

Sustainable and responsible

Classic portfolio funds invest in carefully selected equities, bonds, real estate and alternative investments through a disciplined strategic and tactical investment process. We integrate sustainability analyses, take the Paris Agreement into account and avoid companies and states based on clearly defined criteria.

Three reasons to choose us

  1. 1 Performance: We aim for long-term value – for you and society.
  2. 2 Sustainability: We integrate sustainability goals and make an impact.
  3. 3 Partnership: We provide impetus, coach you personally and support you in the long term.

Our other multi-asset solutions