Multi Asset
Multi-asset strategies can help you reach your financial goals.
Our Approach
A judgment-based approach
Our fund managers combine their judgement-based convictions with in-depth quantitative analysis and a multi-tiered approach to risk aiming 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
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-assets involves risks including the loss of capital and some specific risks such as credit risk, counterparty risk, derivatives risks linked to method and model, stock lending, interest rate risk, liquidity risk, geopolitical risk and volatility risk.
Disclaimer
This website is published by AXA Investment Managers Asia Limited (“AXA IM HK”), an entity licensed by the Securities and Futures Commission of Hong Kong (“SFC”), for general circulation and informational purposes only. It does not constitute investment research or financial analysis relating to transactions in financial instruments, nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy, sell or enter into any transactions in respect of any investments, products or services, and should not be considered as solicitation or investment, legal, tax or any other advice, a recommendation for an investment strategy or a personalised recommendation to buy or sell securities under any applicable law or regulation. It has been prepared without taking into account the specific personal circumstances, investment objectives, financial situation, investment knowledge or particular needs of any particular person and may be subject to change at any time without notice. Offering may be made only on the basis of the information disclosed in the relevant offering documents. Please consult independent financial or other professional advisers if you are unsure about any information contained herein.
Due to its simplification, this publication is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee such opinions, estimates and forecasts made will come to pass. Actual results of operations and achievements may differ materially. Data, figures, declarations, analysis, predictions and other information in this publication is provided based on our state of knowledge at the time of creation of this publication. Information herein may be obtained from sources believed to be reliable. AXA IM HK has reasonable belief that such information is accurate, complete and up-to-date. To the maximum extent permitted by law, AXA IM HK, its affiliates, directors, officers or employees take no responsibility for the data provided by third party, including the accuracy of such data. This material does not contain sufficient information to support an investment decision. References to companies (if any) are for illustrative purposes only and should not be viewed as investment recommendations or solicitations.
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