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Investment Strategies

Multi Asset

Whether you're looking to grow income or preserve capital, our multi-asset strategies can help you achieve your investment goals.

Multi-asset in numbers

€278 bn
of assets1
28
multi-asset professionals1
1000 +
multi-asset clients1

Our Approach

In a world of increasing uncertainty, multi-asset investing can be an attractive strategy. The ability to invest across all major asset classes (like stocks, bonds, real estate, or cash) means investors can spread their spend to mitigate risk and market volatility.

A judgment-based approach

Our fund managers combine their judgement-based convictions with in-depth quantitative analysis and a multi-tiered approach to risk to help investors reach their goals.

Experts across asset classes

Our team's expertise spans the whole asset class spectrum and they have the freedom to adjust to financial markets as they evolve.

Quantitative analysis

We've developed a proprietary framework that combines quantitative information on macroeconomic, valuation, sentiment, and technical factors.

Multi-tiered risk approach

We look at multiple factors like everyday business practices (structural), changes in business conditions (tactical), and wider economic, political, and geographic events or trends (opportunistic).

Capital Growth

Capital growth focuses on building investors’ capital over the long term, typically by bearing some risks over the shorter term.

Why capital growth?

Capital growth strategies aim to boost the overall value of investment portfolios over time. This can appeal to people looking to grow their money to help prepare for big life events, like buying a house. Portfolios are usually structured around allocating a greater portion to riskier assets. To help generate long-term growth, managers invest across asset classes but may allocate a sizable portion to equities in growth sectors, like technology and healthcare. The remainder may be invested in other assets to provide diversity and help mitigate market volatility.

Our strategy

We apply three types of risk filters to identify potential investment opportunities: world, conviction, and multi-tiered.

  • We use a wide range of financial data to generate approximately 150 investment signals that indicate the primary influences at play across global markets.
  • We identify the broadest and potentially most effective set of investments across asset classes.
  • We apply a multi-tiered risk filter: diversified and flexible allocation, ESG criteria2, and market exposure checks.
  • The ESG data used in the investment process are based on ESG methodologies which rely in part on third party data, and in some cases are internally developed. They are subjective and may change over time. Despite several initiatives, the lack of harmonised definitions can make ESG criteria heterogeneous. As such, the different investment strategies that use ESG criteria and ESG reporting are difficult to compare with each other. Strategies that incorporate ESG criteria and those that incorporate sustainable development criteria may use ESG data that appear similar but which should be distinguished because their calculation method may be different.

Capital Preservation

Capital preservation generally describes more conservative investment strategies which focus on preserving capital and preventing loss.

Why capital preservation?

This strategy’s primary aim is to prevent losses, maintain capital, and keep pace with the rate of inflation. It aims to do this by adopting a conservative investment approach. As a result, potential returns are likely to be lower than a strategy which invests in more risky assets. This can appeal to investors who want to preserve their existing capital to handle everyday expenses, such as childcare.

Our strategy

Our wide range of asset classes, from equities to alternatives, enables us to tailor solutions to help investors whose primary focus is capital preservation. By incorporating risk mitigation into our portfolio creation, we can also help multi-asset investors who seek to offset market volatility and unexpected events.

Income Generation

Income generation is all about investing in asset classes that seek to deliver a regular flow of yield.

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 who already have a healthy level of savings, which they don't need to use in the short or medium term. Income generation can convert these savings into regular income.

Our strategy

We search for assets that can provide regular and attractive levels of yields, wherever they arise, with a focus on underlying quality. We combine these quality yield opportunities with assets that exhibit longer-term growth potential.

Impact

Impact investing focuses on financing initiatives that are designed to have positive, measurable, and sustainable impacts on society while potentially delivering financial returns.

Why impact investing?

Our impact investing approach aims to create positive, financial returns while delivering on the United Nations’ Sustainable Development Goals (SDGs). It's a way to measure investments against the prosperity they create for both people and our planet, while incentivising companies to act in the best interests of both.

Our strategy

We aim to support the Sustainable Development Goals (SDGs) established by the United Nations  – the 17 targets agreed by all countries as a blueprint for future world development.2

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

    This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.

    Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.

    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.

    Risk Warning

    The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.