Fund Solutions
FOCUS Foundation Fund
FOCUS Multi Asset Strategy
FOCUS Global Equities
FOCUS Foundation Fund
The FOCUS Foundation Strategy pursues a defensively positioned multi-asset approach for investors seeking to combine capital preservation, recurring income and a controlled risk structure.
The strategic structure is based on defined neutral weightings for bonds, equities, alternative investments and gold. A globally diversified bond allocation forms the stabilising core of the portfolio and is intended to generate recurring income. Equities, alternative investments and gold complement the bond component as additional sources of return and contribute to broad portfolio diversification. Within the strategic framework, the weightings of the individual components are reviewed continuously in the context of market conditions, valuations, risks and diversification contributions.
Within the equity allocation, the strategy draws on the analytical and stock-selection expertise of FOCUS Global Equities. This enables selected international companies to be incorporated into the portfolio while preserving the overall strategy’s defensive orientation.
FOCUS Multi Asset Strategy
The FOCUS Multi Asset Strategy combines different sources of return in a balanced, actively managed portfolio structure. It is aimed at investors seeking to participate in the opportunities offered by global capital markets while diversifying risks across asset classes.
The strategic structure is based on defined neutral weightings for equities, bonds, gold and alternative investments. Within this framework, the weightings of the individual components are reviewed continuously in the context of market conditions, valuations, risks and diversification contributions. The objective is a balanced relationship between return potential, risk awareness and liquidity.
Within the equity allocation, the strategy invests directly in selected global equities. Stock selection is systematic and factor-based, following the proven approach of FOCUS Global Equities. It considers, among other factors, quality, valuation, momentum and risk. In this way, the strategy complements its broadly diversified multi-asset allocation with a clearly structured, globally oriented equity component.
FOCUS Global Equities
The FOCUS Global Equities strategy combines analysis of macroeconomic developments with a structured, factor-based selection process for global equities.
Value, growth and momentum are at the heart of stock selection. These factors are combined to systematically identify companies with attractive valuations, compelling growth prospects and positive market or share-price momentum. Fundamental criteria such as business model, earnings strength and valuation are also incorporated into the analysis.
The strategy invests globally across regions and sectors. It does not follow a purely benchmark-oriented approach and avoids excessive concentration in individual holdings, sectors or market segments. The objective is a focused yet broadly diversified equity portfolio that accesses different sources of return within global equity markets.