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.

Four 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 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).

4374945

Allianz Global Investors

You are leaving this website and being re-directed to the below website outside Singapore. This does not imply any approval or endorsement of the information by Allianz Global Investors Singapore Limited contained in the redirected website nor does Allianz Global Investors Singapore Limited accept any responsibility or liability in connection with this hyperlink and the information contained herein. Please keep in mind that the redirected website may contains funds and strategies not authorized for offering to the public of Singapore. Besides, please also take note on the redirected website’s terms and conditions, privacy and security policies, or other legal information. By clicking “Continue”, you confirm you acknowledge the details mentioned above and would like to continue accessing the redirected website. Please click “Stay here” if you have any concerns.

Welcome to Allianz Global Investors

Select your role
  • Individual Investor
  • Intermediaries
  • Institutional Investor
  • It contains legal and regulatory notices relevant to the information contained on this website. By accessing this website, you agree to be bound by the following terms and conditions. Please discontinue your access to this website immediately if you do not accept any of these terms or conditions.


    Investments

    The content of this website is for informational purposes only and does not have any regard to the specific investment objectives, financial situation or particular needs of any particular person.

    Advice should be sought from a financial adviser regarding the suitability of any fund before purchasing units in the fund. In the event that you choose not to seek advice from a financial adviser, you should consider whether the fund is suitable for you. Prices of funds and income from them may fall or rise and cannot be guaranteed.

    Past performance of any fund or manager/ sub-manager of the fund are not necessarily indicative of future performance.

    Prospectuses for funds registered with the Monetary Authority of Singapore under the Authorised Scheme and Recognised Scheme are available, and may be obtained from Allianz Global Investors Singapore Limited or its appointed distributors. Investors should read the prospectuses before investing in such funds.


    No Reliance

    Although Allianz Global Investors Singapore Limited has taken all reasonable care that the information contained within the website is accurate at the time of publication, no representation or warranty (including liability towards third parties), expressed or implied, is made as to its accuracy, reliability or completeness by Allianz Global Investors Singapore Limited or its contractual partners.

    Opinions and any other contents on this website are provided by Allianz Global Investors Singapore Limited for personal use and informational purposes only and are subject to change without notice.

    Nothing contained in the website constitutes investment, legal, tax or other advice nor is to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.


    No Warranty

    The information and opinions contained on the website are provided without any warranty of any kind, either expressed or implied, to the fullest extent pursuant to applicable law. Allianz Global Investors Singapore Limited further assumes no responsibility for, and makes no warranties that, functions contained on the website will be uninterrupted or error-free, that defects will be corrected, or that the website or the servers that make it available will be free of viruses or other harmful components.


    Liability Waiver

    Under no circumstances, including , but not limited to, negligence, shall Allianz Global Investors Singapore Limited be liable for any special or consequential damages that result from the access or use of, or the inability to access or use, the materials at the website.


    Linked Sites

    Allianz Global Investors Singapore Limited has not reviewed any websites which link to this website, and is not responsible for the contents of off-site pages linked to from this website or any other websites linked to this website. Following links to any off-site pages or other websites shall be entirely at your own risk.

    The only exception to the above is that Allianz Global Investors Singapore Limited will ensure that all our electronic prospectuses comply with the requirements for electronic prospectuses set out in the Guidelines on Offer of Securities made through the Internet issued by the Monetary Authority of Singapore.


    Copyright

    Copyright to this website is owned by Allianz Global Investors Singapore Limited. The copyrights of third parties are reserved. You may download or print a hard copy of individual pages and/or sections of the website, provided that you do not remove any copyright or other proprietary notices. Any downloading or other copying from the website will not transfer title of any software or material to you. You may not reproduce (in whole or part), transmit (by electronic means or otherwise), modify, hyperlink or use for any public or commercial purpose the website without the prior permission of Allianz Global Investors Singapore Limited.

    All trademarks, service marks and logos on this website are the property of Allianz Global Investors Singapore Limited and other third party proprietors where applicable. Nothing on this website shall be construed as granting any license or right to use any image, trademark, service mark or logo, and Allianz Global Investors Singapore Limited will enforce such rights to the full extent of applicable law.


    Money Laundering

    As a result of money laundering and other regulations, additional documentation for identification purposes may be required when you make your investment.


    Governing Law and Jurisdiction

    These Terms and Conditions governing Allianz Global Investors Singapore Limited's website shall be governed by and construed in accordance with the laws of the Republic of Singapore. By accessing this website's online services, you agree that in relation to any legal action or proceedings arising out of or in connection with these said terms and conditions, you hereby irrevocably submit to the jurisdiction of the courts of the Republic of Singapore.

    Approved for issue by Allianz Global Investors Singapore Limited, 79 Robinson Road, #09-03, Singapore 068897. Company Regn. No. 199907169Z.

    You may face minimal or no returns or suffer total loss of their investments if both the guarantor and the note issuer default.

     

Please indicate you have read and understood the Important Notice.