Our History in Multi-Asset
Our Multi-Asset Capabilities
Historically, traditional balanced solutions (such as 50% in equity and 50% in bonds) performed well, delivering similar returns to equities with half the risk. However, we believe these traditional models are overly concentrated in growth assets. Furthermore, their investment universe tends to be relatively restrictive by focusing on traditional risk premia, exposing these strategies to today’s low bond yield environment. We believe that three investment pillars comprise the most robust way to manage multi-asset portfolios as markets become more complex:
- Enhanced diversification: Our strategic and dynamic allocation processes apply to a large range of traditional assets, liquid alternatives and illiquid assets
- Dynamic risk management: We actively manage risk across many dimensions (macroeconomic risks, valuation, extreme risks, illiquidity…)
- Rigorous ESG (Environment, Social and Governance) integration: We select investments in the traditional space integrating ESG criteria
To achieve its objectives, our responsible macro risk-based investment framework combines the rigour of a systematic approach with the versatility of human judgment.
Our Multi-Asset Solutions
We manage a range of multi-asset solutions through funds and dedicated mandates.
A flexible multi-asset investment strategy seeking to deliver consistent long-term total returns by allocating dynamically across traditional and alternative risk premia and through opportunistic trades. We also manage bespoke multi-asset mandates with respect to client risk budgets, investment constraints, investment horizons and performance targets. Our flexible, modular approach uses both internal and third party strategies to build a precisely tailored long-term portfolio.
Total Return Bond Strategy
A flexible, pure, fixed income strategy designed to outperform traditional fixed income benchmarks by allocating dynamically across traditional and alternative fixed income risk premia and through opportunistic trades.
This strategic portfolio allocation strategy aims to harvest long-term risk premia embedded across major asset classes (bonds, inflation, credit, commodities and currencies) based on their long-term sensitivity to macroeconomic regimes.
Composites & Funds
Past performance is no guide to the future, the value of investments can fall as well as rise, there is no guarantee that your initial investment will be returned. The content of this page constitutes neither investment advice nor recommendation. It represents no offer, solicitation or suggestion of suitability to subscribe in the investment vehicles it refers to. Please contact your professional adviser or consultant before making an investment decision. Please refer to the KIIDs, the Fund offering documents, and the latest Annual and Semi Annual Reports before investing. Before investing, investors should obtain and read a copy of the prospectus and the KIIDs. Where possible we aim to disclose the material risks pertinent to this document, and as such these should be noted on the individual document pages. A complete list of all the applicable risks can be found in the Fund prospectus. There is no guarantee that the investment objective of the Fund will be achieved. The NAV is not guaranteed and may fall as well as rise, depending on investment performance, and exchange rate fluctuations. Some of the investment strategies described or alluded to herein may be construed as high risk and not readily realisable investments, which may experience substantial and sudden losses including total loss of investment. These are not suitable for all types of investors. Data and graphical information herein are for information only and may have been derived from third party sources. Unigestion takes reasonable steps to verify, but does not guarantee, the accuracy and completeness of this information. As a result, no representation or warranty, expressed or implied, is or will be made by Unigestion in this respect and no responsibility or liability is or will be accepted. All information provided here is subject to change without notice. It should only be considered current as of the date of publication without regard to the date on which you may access the information. Rates of exchange may cause the value of investments to go up or down. An investment with Unigestion, like all investments, contains risks, including total loss for the investor.