Global multi-asset moderate aggressive (fixed 60/25/15) allocation. Systematic driven strategy with EUR/Europe-bias.
Data as of
DWS Group is a German-based global asset management company that was originally Deutsche Bank’s asset management business and was spun off via IPO in 2018, though Deutsche Bank still holds majority shares in DWS. DWS manages over 1tn EUR of assets with majority from Germany and EMEA.
The ARERO - Der Weltfonds is a systematically driven multi-asset fund that tracks the performance of the ARERO strategy. ARERO is a scientific rule-based strategy developed by Prof. Dr. Martin Weber and acquired by DWS in 2023. The strategy aims to provide a global diversified and balanced portfolio with good risk-return ratio for long-term investors. ARERO has a fixed high level allocation of 60% equities, 25% bonds and 15% commodities, with the underlying allocations expressed by established indices for maximum diversification and rebalanced semi-annually. The fund aims to replicate the equities and bonds component of the ARERO strategy with direct investments by holding all or a representative portion of the defined indices, and aims to replicate the commodities component of the ARERO strategy indirectly using derivatives. The strategy and the fund by design is EUR-biased and the bond exposures are primarily Europe or Eurozone focused. The fund has >2000 equity holdings and >400 bond holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
ARERO - Der Weltfonds
The fund with its moderately aggressive 60 equity / 25 bonds / 15 commodities multi-asset allocation provides high risk bonds-like or general multi-asset returns and volatility.
The fund with its moderately aggressive 60 equity / 25 bonds / 15 commodities multi-asset allocation provides high risk bonds-like or general multi-asset returns and volatility.
The fund adopts the systematic driven ARERO strategy that comes with a fixed 15% commodities allocation that is typically not found in other multi-asset solutions. The EUR-biased and Eurozone bonds exposures also appeals investors with related investment requirements.
Sectors
Geography