BNP AM

The bank for a changing world

The fund constitutes a flexible allocation strategy based on trend identification across asset classes.

Investment Theme

Liquid Alternatives

Asset class

Multi-Asset

Style

Flexible

Funds Objective:

The THEAM Quant – Multi Asset Diversified Defensive fund aims to increase the value of its assets over the medium term by being exposed to a diversified portfolio, the components of which are chosen using a systematic selection method based on different asset classes (equities, credit, commodities and real estate). The exposure to the portfolio will be adapted in order to keep the fund’s annual volatility at a target level of 5%.

Key Points:

  • Diversified investment universe covering several asset classes to multiply investment opportunities.
  • Dynamic allocation, using a trend-following approach, entirely reviewed each day, to ensure reactivity to changing market conditions.
  • A flexible fund suitable for defensive clients looking for return while limiting downside risk.

Performance data and latest documents

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Investments in the aforementioned strategies are subject to market fluctuation and risks inherent in investing in securities. The value of investments and the revenue they generate can increase or decrease and it is possible that investors will not recover their initial investment. Source: BNP Paribas Asset Management Holding, registered with the Paris Registry of Commerce and Companies under number 682 001 904 as a Limited Company with share capital of 23 041 936 euros. Registered office: 1 Boulevard Haussmann, 75009 Paris. Postal address: TSA 47000/75318 PARIS CEDEX 09