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Adelca GI Multi Asset Fund: A Top-Performing Multi-Asset Blended Fund
The Adelca GI Multi Asset Fund, managed by Axxion, is a Euro Blended Global Fund that aims to provide diversified global investment exposure across asset classes such as equities, fixed income, and possibly alternatives. This fund has been in operation since November 2, 2007, and as of June 30, 2021, its volume surpassed the 100 million euro mark, indicating significant investor interest and liquidity.
The Adelca GI Multi Asset Fund has a 5-star Morningstar rating, reflecting excellent historical risk-adjusted performance relative to comparable funds in its category. This rating takes into account factors like returns, volatility, and consistency. The fund's volatility over the past 3 years is 13.2%, and over the past year, it has delivered a performance of 20.7%. Over the past 3 years, the fund has performed impressively with a return of 26.2%.
Being classified as a Euro Blended Global Fund implies broad geographic and asset diversification, with a focus on risk-adjusted returns suitable to investors seeking multi-asset portfolios. The fund's performance is compared to that of other Euro Blended Global Funds.
Key characteristics of the Adelca GI Multi Asset Fund likely include multi-asset allocation across global equities and bonds to achieve balanced growth and income, active management by Axxion seeking to optimize return within controlled risk, euro denomination with currency risk management where applicable, and a focus on consistent performance.
For precise performance data, portfolio composition, expense ratios, or risk metrics, you would need to consult the latest fund factsheet or official disclosures from Axxion or Morningstar. It's important to note that the fund is not suitable for institutional investors; private investor tranches are listed separately.
In conclusion, the Adelca GI Multi Asset Fund is a top-performing multi-asset blended fund that offers a balanced approach to global investing, with a focus on risk-adjusted returns. Its 5-star Morningstar rating is a testament to its excellent historical performance.
- The top-performing Adelca GI Multi Asset Fund, focusing on risk-adjusted returns, invests in a variety of global assets, including equities and fixed income, as part of its multi-asset allocation strategy, guided by active management by Axxion.
- Investors looking to gain diversified exposure in the finance sector might consider the Adelca GI Multi Asset Fund, a high-performing fund, as they weigh their options for business investment opportunities.
