discretionary

No other decision has as great an influence on investment outcomes as the allocation of portfolio assets and the weighting of the various asset classes. Our asset allocation strategies invest in all liquid asset classes ranging from equities and fixed income securities to currencies and commodities. Anti-cyclical adjustments are made to keep the weightings of the asset classes well aligned with the underlying markets. 

Investment Case Asset Allocation

Holistic asset management

In today's age of financial market and sovereign debt crises and historically low interest rates, it has become increasingly challenging for investors to preserve let alone grow the real value of their financial assets. Never before were overall market conditions as demanding and difficult as they are today. Consequential decisions must be made:

  • Which asset classes are recommended - or not?
  • What about the weightings of stocks, fixed income, precious metals?
  • which currencies should be preferred?

Guided by our anti-cyclical and value-driven investment philosophy, we actively manage the selection and weighting of all available asset classes. 

 

Key aspects of our investment strategy

Holistic asset management

We make all investment-related decisions in liquid asset classes ranging from equities, corporate bonds, and government bonds to commodities and currencies and ensure the optimal allocation of your portfolio assets, taking into consideration the respective market environment.

Anti-cyclical investing

We prudently reduce risks whenever a market is in an overly bullish phase and periods of weakness will be exploited to benefit from lucrative entry points.

Our expertise

The award-winning StarCapital fund management team boasts decades of experience and combines that experience with internal capital market research know-how

Team multi asset strategies

Peter E. Huber
Peter E. Huber, Head Portfolio Management
  • Since 2001 member of the Supervisory Board of StarCapital AG
  • 2001 – 2016  Partner and from 2007 on Executive Board member of StarCapital AG
  • 1989 – 2000  Founder and CEO of PEH Wertpapier AG
  • 1981 – 1989  Founder and Managing Director of PEH Wertpapier-Research GmbH (previously Neue Wirtschaftspresse Vermögensverwaltung)
  • Business management studies, degree in business administration
Manfred Schlumberger
Dr. Manfred Schlumberger, Co-Head Portfolio Management
  • Since 2017 a member of the Executive Board and Deputy Chief Investment Officer at StarCapital AG
  • 2016 – 2017 Chief Investment Officer at Berenberg Joh. Berenberg, Gossler & Co. KG
  • 2001 – 2016 Management spokesman at BHF TRUST
  • 1994 – 2001 Executive Officer at Frankfurter Volksbank eG
  • Studies in economics, post-graduate degree in economics
  • Peter E. Huber
  • Manfred Schlumberger

Our investment solutions

With these holistic asset allocation solutions, we offer investors UCITS-regulated investment funds with daily liquidity that are managed according to the aforementioned anti-cyclical investment strategy.

Product Date ISIN NO. NAV YTD 1YR 3YR Factsheet

StarCapital Huber Strategy 1

> I-EUR 16.07.2018 LU0350239926 1,530.38 -2.42% 0.71% 14.69%
  • DE

    • DE
> A-EUR 16.07.2018 LU0350239504 150.09 -2.67% 0.15% 12.51%
  • DE

    • DE
> R-EUR 16.07.2018 LU0953720231 137.16 -2.83% -0.10% 11.79%
  • DE

    • DE

StarCapital Winbonds plus

> I-EUR 16.07.2018 LU0340592095 1,763.89 -2.22% -1.12% 4.35%
  • DE

    • DE
> A-EUR 16.07.2018 LU0256567925 163.76 -2.44% -1.51% 3.11%
  • DE

    • DE
> R-EUR 16.07.2018 LU0954219464 111.18 -2.60% -1.81% 2.18%
  • DE

    • DE

StarCapital Allocator

> I-EUR LU1744579308 0.00 n.a. n.a. n.a.
  • DE

    • DE
> A-EUR 16.07.2018 LU0425811519 144.66 -2.12% 1.13% 3.72%
  • DE

    • DE

StarCapital Emerging Markets Strategy

> I-EUR 16.07.2018 LU1653224524 941.81 n.a. n.a. n.a.
  • DE

    • DE
> A-EUR 16.07.2018 LU1653224441 93.87 n.a. n.a. n.a.
  • DE

    • DE

News

Markets & Opinions / 21.08.2017

Lesen Sie den StarInvest Newsletter vom August 2017.

Markets & Opinions / 14.07.2017

Lesen Sie den Newsletter StarInvest vom Juli 2017.

Markets & Opinions / 20.06.2017

Lesen Sie den Newsletter StarInvest vom Juni 2017.

Markets & Opinions / 14.02.2017

Lesen Sie den Newsletter StarInvest vom Februar 2017.

Markets & Opinions / 11.01.2017

Lesen Sie den Newsletter StarInvest vom Januar 2017.