Börse Online “Euro Special” – Multi Asset Funds
“When climbing a mountain, as the altitude increases, the air literally becomes ‘thinner’, and a base camp helps you to adapt to the lower oxygen content in the air by taking a break. The same applies to investing: many things that rise too quickly and too sharply will ultimately fail to reach the summit and fall. The multi asset funds presented here were selected for their ability to acclimatise. All funds in this issue have a ‘downward brake’ in weak market phases. When the condition (of the markets) deteriorates, the pace is slowed down, a break is taken or the level achieved is secured as best as possible. After all, what you don’t lose in altitude, you don’t have to climb back up again later.” Klaus Madzia, Börsenmedien AG, Munich
In the current April issue of ‘Börse Online’, you will find the special publication Euro Special ‘The base camp for your success’ on the topic of multi asset funds.
We are particularly proud that our Incrementum All Seasons Fund (2023/24 Refinitiv Lipper Fund Award Winner, 5-star Morningstar rating) has been selected by independent experts as part of a model fund portfolio.
Our innovative investment approach is presented in detail on page 15 under the category ‘Flexible Global Mixed Funds’. There you can find out how we have achieved excellent performance through a flexible investment strategy and careful selection of assets. Please note that this publication is only available in German.
Pages 28-31 provide a detailed overview of the various value-added phases of our fund and compare them with the other selected funds. It is worth noting that the IASF not only has the highest 3-year performance, but also the lowest maximum drawdown, reflecting our commitment to building resilient portfolios. Experience has taught us that limiting NAV corrections is the most important building block for an outstanding long-term track record.
You will also find further insights into the fund’s performance and cost structure, which underline our commitment to creating added value for investors.
For further details and to read the article (only available in German), click here: Euro spezial “Vermögensverwaltende Fonds 2025”