Absolute Return Multi Asset
MainFirst Absolute Return Multi Asset is designed as a global mixed fund. It invests in equities, bonds, currencies and commodities on a global scale. These are selected using a fundamental approach (bottom-up and top-down analysis) with a focus on steady value growth. The fund also uses tactical risk optimisation. The aim is to achieve long-term, positive returns above the 5% mark with a moderate level of risk.Learn more
MainFirst – Absolute Return Multi Asset
More about the fund
MainFirst Absolute Return Multi Asset – Long-term investment in structural trends
The MainFirst Absolute Return Multi Asset pursues a sustainable investment strategy and focuses on structural trends. It aims to achieve a long-term positive return above 5%. A fund portrait with Portfolio Manager Adrian Daniel.
The MainFirst Absolute Return Multi Asset is a globally investing mixed fund with the objective of generating a long-term positive return above 5% at an appropriate level of risk. The fund uses a broadly diversified portfolio of equities, bonds, currencies and commodities on a global basis. Up to 50% of the fund assets may be invested in equities.
The fund focuses on promising investment themes such as digitalization, automation and decarbonization. Individual stocks are selected on a fundamental basis with a focus on structural growth trends and steady capital appreciation. The fund has already received several awards for its performance.
The stock selection follows a long-term theme-based approach, focusing on structurally growing future themes such as mobile internet, Industry 4.0 and global brands. The focus is always on the attractiveness of the risk-return profile. At the same time, the absolute risk of loss is continuously monitored and controlled by means of quantitative and qualitative risk analyses. The equity and currency exposure can also be hedged using futures.
- Flexible investment policy without benchmarking
- Equity funds: price increases based on market, sector and company developments
- Fixed income funds: yield growth or price increases, respectively, on the pension markets and/or
reduction of the yield mark-up for securities bearing higher interest rates
- Foreign exchange gains, if applicable
- Equity funds: price reductions based on market, sector and company developments
- Fixed income funds: yield reduction or price losses, respectively, on the pension markets and/or increase of the yield mark-up for securities bearing higher interest rates
- Generally: country risk, solvency and/or credit risks of issuers and/or counterparties
- Use of derivative financial instruments, if applicable
- Foreign exchange risks, if applicable
- The share value may drop below the purchase price the customer paid for the share at any
For detailed information on opportunities and risks, please refer to the current sales prospectus.
MainFirst is committed to the Principles for Responsible Investment (UNPRI) for all investments.
SECTOR EXCLUSIONs (PRODUcT ENGAGEMENT)
In addition, the fund management team wants to make the world a better place by actively investing sustainably. Therefore, we strengthen the sustainability approach of the MainFirst Absolute Return Multi Asset by excluding other sectors:
Energy & Environment:
Defence & Military
ESG risk analysis
For us, sustainable investing means incorporating ESG risks as a key aspect of the investment process into the investment decision. The MainFirst Absolute Return Multi Asset aims to achieve a medium or better ESG risk profile on average. For this score we use the analyses of the external rating agency Sustainalytics.
The exclusion of companies that do not meet the criteria of human rights, labour rights, environment or anti-corruption according to the Global Standards of the UN Global Compact is also a basic requirement of the investment.
MSCI ESG Fund Ratings
MSCI ESG Fund Ratings aim to measure the resilience of investment funds to long-term risks and opportunities arising from Environment, Social and Governance (ESG) issues. Thus, the rating provides greater transparency and a better understanding of the ESG characteristics of fund components in investor portfolios.
MORNINGSTAR sustainability RATING
The Morningstar Sustainability Rating is a measure of how well the companies in the portfolio manage their ESG risk relative to the other funds in the global fund category.
Our goal is to create verifiable transparency with science-based climate impact analyses. Together with the climatrics provider right. based on science GmbH, the economic and ecological aspects of decarbonisation are combined in a tangible and meaningful degree figure for this purpose.
With a view to the goals of the Paris Climate Agreement, right. based on science calculates the contribution of the portfolio and the benchmark to climate change (global warming).
Accordingly, the MainFirst Absolute Return Multi Asset contributes 0.7 °C (as of 01.01.2021) less to global warming than the MSCI World Index and thus confirms its ecological claim.
Independent ESG labels provide clarity and act as a compass for investors when deciding on sustainable investment solutions. They are characterised by objective standards, credibility and transparency.
The "FNG label" as the quality standard for sustainable investment funds in German-speaking countries (Germany I Switzerland I Austria) was awarded to the fund.
In addition, the fund was awarded the "LuxFlag ESG Label" quality label of the independent and international labelling agency for sustainable investment funds Luxembourg Finance Labeling Agency.
FNG Sustainability Profile
The FNG Sustainability Profile provides an overview of the sustainability criteria used and other key data on the fund and serves as a guide for selecting sustainable retail funds. The FNG Sustainability Profile is based on the FNG-Matrix - a database for all information about sustainable mutual funds.
The European SRI Transparency logo signifies that the MainFirst Affiliated Fund Managers (Deutschland) GmbH commits to provide accurate, adequate and timely information to enable stakeholders, in particular consumers, to understand the Socially Responsible Investment (SRI) policies and practices relating to the fund. Detailed information about the European SRI Transparency Guidelines can be found on www.eurosif.org. The Transparency Guidelines are managed by Eurosif, an independent organisation. The European SRI Transparency Logo reflects the fund manager’s commitment as detailed above and should not be taken as an endorsement of any particular company, organisation or individual.
The current European Transparency Code of the fund can be found here.
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This marketing communication is for information purposes only and provides the addressee with guidance on our products, concepts and ideas. This does not form the basis for any purchase, sale, hedging, transfer or mortgaging of assets. None of the information contained herein constitutes an offer to buy or sell any financial instrument nor is it based on a consideration of the personal circumstances of the addressee. It is also not the result of an objective or independent analysis. MainFirst makes no express or implied warranty or representation as to the accuracy, completeness, suitability, or marketability of any information provided to the addressee in webinars, podcasts or newsletters. The addressee acknowledges that our products and concepts may be intended for different categories of investors. The criteria are based exclusively on the currently valid sales prospectus. This marketing communication is not intended for a specific group of addressees. Each addressee must therefore inform themselves individually and under their own responsibility about the relevant provisions of the currently valid sales documents, on the basis of which the purchase of shares is exclusively based. Neither the content provided nor our marketing communications constitute binding promises or guarantees of future results. No advisory relationship is established either by reading or listening to the content. All contents are for information purposes only and cannot replace professional and individual investment advice. The addressee has requested the newsletter, has registered for a webinar or podcast, or uses other digital marketing media on their own initiative and at their own risk. The addressee and participant accept that digital marketing formats are technically produced and made available to the participant by an external information provider that has no relationship with MainFirst. Access to and participation in digital marketing formats takes place via internet-based infrastructures. MainFirst accepts no liability for any interruptions, cancellations, disruptions, suspensions, non-fulfilment, or delays related to the provision of the digital marketing formats. The participant acknowledges and accepts that when participating in digital marketing formats, personal data can be viewed, recorded, and transmitted by the information provider. MainFirst is not liable for any breaches of data protection obligations by the information provider. Digital marketing formats may only be accessed and visited in countries in which their distribution and access is permitted by law.
For detailed information on the opportunities and risks associated with our products, please refer to the current sales prospectus. The statutory sales documents (sales prospectus, key investor information documents (KIIDs), semi-annual and annual reports), which provide detailed information on the purchase of units and the associated risks, form the sole authoritative and binding basis for the purchase of units. The aforementioned sales documents in German (as well as in unofficial translations in other languages) can be found at www.mainfirst.com and are available free of charge from the investment company MainFirst Affiliated Fund Managers S.A. and the custodian bank, as well as from the respective national paying or information agents and from the representative in Switzerland. These are:
Austria: Raiffeisen Bank International, Am Stadtpark 9, A-1030 Wien, Österreich; Belgium: ABN AMRO, Kortijksesteenweg 302, 9000 Gent, Belgium; Finland: Skandinaviska Enskilda Banken P.O. Box 630, FI-00101 Helsinki, Finland; France: Société Générale Securities Services, Société anonyme, 29 boulevard Haussmann, 75009 Paris, France; Germany: MainFirst Affiliated Fund Managers (Deutschland) GmbH, Kennedyallee 76, D-60596 Frankfurt am Main, Deutschland; Italy: Allfunds Bank Milan, Via Bocchetto, 6, 20123 Milano MI, Italy; Lichtenstein: Bendura Bank AG, Schaaner Strasse 27, 9487 Gamprin-Bendern, Lichtenstein; Luxembourg: DZ PRIVATBANK S.A., 4, rue Thomas Edison | L-1445 Strassen; Portugal: BEST - Banco Eletronico de Servico Toal S.A., Praca Marques de Pombal, 3A,3,Lisbon; Spain: Societe Generale Sucursal en Espana, Calle Cardenal Marcelo Spinola 8. 4t planta. 28016 Madrid, Spain; Sweden: MFEX Mutual Funds Exchange AB, Grev Turegatan 19, Box 5378, SE-102 49, Stockholm, Sweden; Switzerland: UBS Fund Management AG, Aeschenplatz 6, 4052 Basel, Switzerland; UK: Société Générale Securities Services, Société Anonyme (UK Branch), 5 Devonshire Square, Cutlers Gardens, London EC2M 4TL, United Kingdom.
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