Multi-asset strategy – investing in asset classes

What is a multi-asset investment strategy?

If you want to invest money, the basis is a professional investment strategy that defines certain analysis methods and is based on systematic criteria. In addition to the momentum strategy and quality stocks, Point Capital’s portfolio also includes the multi-asset strategy. With this strategy, you invest your money in different asset classes and thus achieve a greater balance in your investment.

Our multi-asset strategy is based on extensive macro forecasts, which Point Capital’s experts determine using various economic indicators such as the ISM Purchasing Managers’ Index, order volumes and inventories. In this way, we determine the current phase in the economic cycle and invest your money with our multi-asset solutions in the appropriate weighting in equities, bonds and alternative investments such as gold and real estate, depending on the conditions.

• Over the past 10 years (2014 to 2023), equities have achieved an average annual return of 9.2%. In the long term, the average annual return is around 7%.
• Bonds generated an average annual return of zero percent over the 10-year period. However, bonds can be important as a stabilizing element and can also be quite lucrative in certain market phases. In the turbulent years of 2019 and 2020, for example, bonds generated an average return of a good 9% per year.
• Alternative investments such as gold achieved an average return of 5.6 percent per year between 2014 and 2023.

By investing in different asset classes with the multi-asset strategy and a flexible and dynamic weighting, you increase security in turbulent market phases and achieve stable long-term returns.

Your advantages with the multi-asset strategy and our services:

• Stable, long-term returns
• Sophisticated diversification and therefore more security
• Dynamic risk management
• Building a customized portfolio based on your personal goals
• Flexible multi-asset solutions that allow us to react quickly to changes.

To make the most of the broad spectrum of asset classes, it is important that you rely on the expertise of experienced investment experts and professional asset management for a multi-asset strategy. We provide you with a balanced solution in three different risk characteristics.

What can you expect from the multi-asset strategy?

Our aim with the multi-asset strategy is to achieve a pronounced positioning in the various asset classes. We therefore pursue an active management approach and map the multi-asset solution for the most part with ETFs from leading providers. To this end, it is important that we define your investment objectives together in order to make a suitable selection of corresponding units in the asset classes.

It is often a balancing act between the desire for high returns and at the same time as little price fluctuation as possible. The multi-asset strategy, in which we actively manage your investments, achieves precisely this. Because you focus on long-term growth in the various asset classes, you can sleep soundly without having to worry about your assets.

Your personal multi-asset strategy – with Point Capital

With our multi-asset strategy, you can rely on three different approaches. Based on comprehensive investment advice including analysis, we create an investment strategy that is ideally suited to you and your goals. Secure sustainable growth to build a financially secure life for tomorrow, today. We also recommend the multi-asset investment strategy if you want to take your private retirement provision into your own hands.

Do you have any questions? Feel free to get in touch with us. We will take plenty of time for you and your needs in a personal meeting. Together we will see whether the multi-asset strategy is the right choice for you and explain our approach. We will then develop a tailor-made concept for you and take care of asset management. Regular updates keep you up to date at all times. This is how smart and trustworthy investing works at Point Capital.