Flexible, multi-asset investments with the
Allianz Dynamic Multi Asset Strategy SRI funds


Flexibility and dynamism are key principles in the management of all Allianz Dynamic Multi Asset Strategy SRI funds, and their objective is to make the most of market development and trends.

The Allianz DMAS SRI range of funds enables investors to benefit from return opportunities in different sectors. Each fund can access additional opportunities from inflation-linked bonds to high yield bonds, with the possibility of investing in emerging markets (with fixed income and equities), inflation linked bonds, REITs, listed private equity, commodities as well as other alternative assets.

Seize opportunities and invest responsibly

With the Allianz Dynamic Multi Asset Strategy SRI fund portfolio, investors may profit from a wide range of return opportunities.

The core portfolio of each fund focuses on global equities and bonds from developed countries, selected on the basis of SRI sustainability criteria.

Additional asset class convictions may be added to the portfolios from a risk and return perspective.

Three risk/return profiles for greater flexibility

Investment in global equities and bonds in varying amounts

Allianz Dynamic Multi Asset Strategy SRI 15

Comparable with a portfolio comprised of 85% bonds and 15% equities.

Equity weighting:
0% - 35%
Volatility range:
3–7 %

Allianz Dynamic Multi Asset Strategy SRI 30

Comparable to a portfolio of 70% bonds and 30% equities.

Equity weighting:
0% - 55%
Volatility range:
4–10 %

Allianz Dynamic Multi Asset Strategy SRI 50

Comparable with a portfolio comprised of 50% bonds and 50% equities.

Equity weighting:
0% - 100%
Volatility range:
6–12 %

Allianz Dynamic Multi Asset Strategy SRI 75

Comparable with a portfolio comprised of 25% bonds and 75% equities.

Equity weighting:
0% - 125%1
Volatility range:
10–16 %

1 The equity weighting of the Allianz Dynamic Multi Asset Strategy SRI 75 can be increased to up to 125% through the use of derivatives. The fund prospectus permits additional market risk exposure to derivative financial instruments, whereby the total risk in derivatives being limited to 100% of the portfolio’s total net value after taking into account the possible effects of netting and coverage.

Why DMAS?

The Allianz Dynamic Multi Asset Strategy SRI series is suitable for investors who wish to diversify their investments, who are seeking a dynamic allocation of asset class convictions, who are looking to help limit downside risk during times of market stress and who want to invest responsibly

#1

High flexibility

A high degree of freedom to uncover investment opportunities across the entire investment universe.

#2

Time-tested process

The investment strategy combines systematic and fundamental components with active risk management.

#3

Bundling global expertise

Globally active specialist teams with many years of expertise in the areas of multi-asset, equities, bonds and sustainability.

Investment strategy and fund management

photo of Marcus Stahlhacke

Marcus Stahlhacke

Portfolio Manager for the Allianz Dynamic Multi Asset Strategy family

“Active asset allocation, individual stock selection and consistent risk management represent the core of our multi-asset expertise. We actively use trends in the equity and bond asset class convictions. We open up additional opportunities for returns by selecting individual stock and alternative investments. Risk management is an integral part of the investment process and aims to significantly reduce losses in the event of major market downturns.”

The funds aim to increase long-term capital growth over an entire market cycle by investing in a broad range of asset class convictions while at the same time mitigating downside risk when the markets come under heavy pressure. The funds benefit from diversification effects, as they are invested in a broad range of asset class convictions. The focus is on global equities and bonds that meet socially responsible investing (SRI) criteria. In the medium term, the funds are expected to achieve a performance that is comparable to that of a portfolio with a range of variation that corresponds to the risk appetite of the respective investor type. Additional investments in equities and bonds from emerging markets or high-yield bonds, alternative investments such as REITs1, inflation-linked bonds, listed private equity investments or commodities are expected to increase returns.

1 Real Estate Investment Trust

The funds are actively managed on a number of levels: the Fund Manager controls the weighting of the various asset class convictions as part of a dynamic investment process with the aim of achieving a higher return than with a static asset mix. Individual equities and bonds are actively selected on the basis of socially responsible investing (SRI) criteria with the aim of achieving higher returns. Modern risk management is intended to mitigate downside risk during turbulent market phases.

Our risk management is based on:

  • Active risk management with a value-at-risk approach is intended to reduce the likelihood of losses, whereby the risk budgets reflect the highs experienced during the previous 12 months.
  • Focus on volatility within certain ranges (volatility management)
All multi-asset portfolios at AllianzGI are managed by a global multi-asset team. We have more than 70+ years of experience in this area. With EUR 145 billion in mandates and funds in the multi-asset field, our team is one of the largest multi-asset solution management teams in Europe. The team currently consists of 83 investment professionals with an average of 21 years of industry experience.
The Allianz Dynamic Multi Asset Strategy SRI funds are managed by the Multi Asset Active Allocation Retail Team, which is made up of 10 portfolio managers with an average of 16 years of professional experience (as of July 2024), and led by Marcus Stahlhacke.

All data as at 30 September 2024

The information presented here is intended for general circulation and does not constitute a recommendation to anyone; it also has not taken into account the specific investment objectives, financial situation or particular needs of any particular person. Information herein is based on sources we believe to be accurate and reliable as at the date it was made. We reserve the right to revise any information herein at any time without notice. No offer or solicitation to buy or sell securities and no investment advice or recommendation is made herein. In making investment decisions, investors should not rely solely on this publication but should seek independent professional advice. However, if you choose not to seek professional advice, you should consider the suitability of the product for yourself. Past performance of the fund manager(s) and the fund is not indicative of future performance. Prices of units in the Fund and the income from them, if any, may fall as well as rise and cannot be guaranteed. Distribution payments of the Fund, where applicable, may at the sole discretion of the Manager, be made out of either income and/or net capital gains or capital of the Fund. As a result of the payment, the Fund’s net asset value is expected to be immediately reduced. The dividend yields and payouts are not guaranteed and might change depending on the market conditions or at the Manager’s discretion; past payout yields and payments do not represent future payout yields and payments. Investment involves risks including the possible loss of principal amount invested and risks associated with investment in emerging and less developed markets. The Fund may invest in financial derivative instruments and/or structured products and be subject to various risks (including counterparty, liquidity, credit and market risks etc.). Investing in fixed income instruments (if applicable) may expose investors to various risks, including but not limited to creditworthiness, interest rate, liquidity and restricted flexibility risks. Changes to the economic environment and market conditions may affect these risks, resulting in an adverse effect to the value of the investment. During periods of rising nominal interest rates, the values of fixed income instruments (including short positions with respect to fixed income instruments) are generally expected to decline. Conversely, during periods of declining interest rates, the values are generally expected to rise. Liquidity risk may possibly delay or prevent account withdrawals or redemptions. Environmental, Social and Governance (ESG) strategies consider factors beyond traditional financial information to select securities or eliminate exposure which could result in relative investment performance deviating from other strategies or broad market benchmarks. Past performance, or any prediction, projection or forecast, is not indicative of future performance. Investors should read the Prospectus obtainable from Allianz Global Investors Singapore Limited or any of its appointed distributors for further details including the risk factors, before investing. The duplication, publication, extraction, or transmission of the contents, irrespective of the form is not permitted, except for the case of explicit permission by Allianz Global Investors. This publication has not been reviewed by the Monetary Authority of Singapore (MAS). MAS authorization/recognition is not a recommendation or endorsement. The issuer of this publication is Allianz Global Investors Singapore Limited (79 Robinson Road, #09-03, Singapore 068897, Company Registration No. 199907169Z).

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