Investment Solutions for Private Clients
With Assenagon, you invest like our institutional clients: globally diversified, actively managed, and tradable on a daily basis.
Does Quality Wealth Management Require100,000 EUR Minimum Investment?
Not with us. Our multi-asset wealth management funds allow you to invest alongside our institutional clients: globally diversified, actively managed, and tradable daily.
All within a professional investment process – and without high entry barriers. You can get started with as little as 50 EUR.
Every portfolio manager is personally invested in our funds – managing your assets with the same care and conviction as their own.
We are Assenagon – our Asset Management at a Glance
As an independent asset manager, we offer a broad range of investment opportunities backed by robust risk management – serving institutional and private investors, as well as distribution partners.
0
bn EUR
Assets under Management
– making us one of the fastest-growing asset managers in Europe.
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Employees
Specialized and Highly Qualified
– dedicated every day to the long-term success of your investments.
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Locations
in 3 Countries
– with locations in Luxembourg,
Munich, Frankfurt am Main,
and Zurich.
Discretionary Portfolio Management, Robo-Advisors, or Funds – Either/Or?
Traditional portfolio management services or ETF-based robo-advisors focusing solely on equities and bonds often reach their limits in challenging market environments.
At Assenagon, we take a different approach: by strategically diversifying risks and opportunities across a wide range of promising global investment themes. With flexibility and no rigid equity or bond quotas, we actively tap into return sources beyond the major indices – because true potential often lies in the overlooked niches of the capital markets.
Our funds offer more than just an alternative: they can serve as a core building block, a strategic addition, or a differentiated solution within your overall wealth management strategy.
Two Solutions – Two Funds
Which approach suits me?
Our Conservative Solution
Our Flagship for Safety-Oriented Investors
A globally diversified, award-winning multi-asset strategy designed for conservative investors who are willing to accept moderate risk.
(For retail investors in Germany: 15% tax exemption applies.)
Our Balanced Solution
Our Rising Star for Growth-Oriented Investors
A globally diversified, award-winning multi-asset strategy for investors with a stronger growth focus who are comfortable with slightly higher volatility.
(For retail investors in Germany: 15% tax exemption applies.)
Next Steps: what do I need to do?
Our Funds
Whether multi-asset, equities, fixed income, or volatility – we offer actively and professionally managed funds across a range of asset classes.
What has proven successful for Foundationscan also strengthen your Retirement Planning
Safety – Liquidity – Return: This triad defines the investment approach of foundations. The goal is to preserve foundation capital over the long term while generating sustainable income to fulfill the foundation’s mission.
Interestingly, the investment principles of foundations closely resemble those of private wealth management for retirement planning – especially during the withdrawal phase.
After all, anyone aiming to draw income from a capital base over time needs predictable, earned distributions.
At Assenagon, we have developed two multi-asset solutions specifically for foundations, each aligned with different distribution and investment objectives. Distributions are made once per year, in November.
3.5 % Target Distribution
We invest globally in corporate bonds and distribute the earned coupon income to investors.
4.0 % Target Distribution
We invest globally in promising investment themes with a conservative risk profile, distributing the generated income to investors.
4.5 % Target Distribution
We invest globally in promising investment themes with a balanced risk profile, distributing the generated income to investors.
Capital Preservation Strategy
Our award-winning conservative multi-asset solution has been classified as suitable for fiduciary (court-approved) investments by the Local Court of Siegen (Case No. 33 XVII 13/87 L, decision dated 06.10.2021) and the Local Court of Meinerzhagen (Case No. 6 XVII 39/17, decision dated 21.12.2021).
Our Investment Strategies
Equity
Systematic Management for the Long-Term Success of Your Investments
Discover more about our equity strategy, which combines a systematic, data-driven model with the decades-long experience of an active portfolio management team.
Fixed Income
Flexible and Active Management Based on a Proprietary Rating Model
Our highly specialised fund management team has been successfully selecting bonds in the global fixed income market for decades, using a proprietary in-house rating model.
Multi Asset
Actively Managed & Multiple Award-Winning
A modern multi-asset portfolio offers far more than just a combination of equities and bonds. It leverages the full breadth of the capital markets — including side paths and niche segments.
Volatility
Volatility as a Distinct Asset Class
At Assenagon, we view volatility as a distinct asset class – one that requires deep expertise and highly specialized trading experience.
Disclaimer
No responsibility is taken for the correctness of this information. For additional information please refer to the most recent sales prospectus, the most recent semi-annual or annual report and for UCI funds the key information document or key investor information document. Only the above mentioned relevant fund documentation is legally binding. A summary of investor rights can be viewed in the Assenagon Complaints Handling Policy. Please note that past performance of the fund is no guarantee for future success. The target return is not guaranteed. The management company may revoke distribution licenses of individual funds and sub-funds at any time at its own discretion in compliance with the legal requirements.
With regards to Eurosif, the following applies:
The European SRI Transparency logo signifies that the Assenagon Asset Management S.A. commits to provide accurate, adequate and timely information to enable stakeholders, in particular consumers, to understand the Socially Responsible Investment (SRI) policies and practices relating to the fund. Detailed information about the European SRI Transparency Guidelines can be found on www.eurosif.org, and information of the SRI policies and practices of the Assenagon Credit Selection ESG can be found at: www.assenagon.com/en/credit. The Transparency Guidelines are managed by Eurosif, an independent organisation.
The European SRI Transparency Logo reflects the fund manager commitment as detailed above and should not be taken as an endorsement of any particular company, organisation or individual.
With regards to Morningstar Ratings (www.morningstar.com), the following applies:
© 2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
With regards to MSCI ESG Fund Ratings (www.msci.com/our-solutions/esg-investing/esg-ratings), the following applies:
MSCI ESG Research LLC's ("MSCI ESG") Fund Metrics and Ratings (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 31,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.
MSCI ESG Research LLC's ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.
With regards to LSEG Lipper, the following applies:
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.
With regards to Citywire, the following applies:
Citywire information is proprietary and confidential to Citywire Financial Publishers Ltd ("Citywire"), may not be copied and Citywire excludes any liability arising out its use. Citywire Fund Manager Ratings and Citywire Rankings are proprietary to Citywire and © Citywire 2025. All rights reserved.