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Multi-Manager Mandate

Multi Manager Mandate

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  • Diversified investment in worldwide funds of renowned fund houses
  • Consistent historical performance and strategy
  • Thematic funds
  • From € 50,000.00

Investing in economic growth, with ESG attributes

With the Multi-Manager Mandate you invest in a portfolio of global investment funds managed by renowned experts.

The portfolio pays extra attention to clear trends that will strongly influence economic growth in the coming decades. These are developments in technology, demographics and the environment. We also set standards for the ESG attributes of the selected investments for this mandate.

Through our own platform, we can track the performance of each investment fund daily. These innovations enable us to react and correct quickly and invest at favourable rates. Our experts invest in both renowned companies and smaller companies with innovative products. They create a portfolio that is solid, broadly diversified and focused on results.

Investing involves risks. You can lose (a part of) your deposit.

Focused on results

Local fund managers are closest to the action. That is why we set up the structure and, for example, choose local fund managers to optimally populate that structure for you with regional funds. By combining the skills of these specialists, we create a solid basic portfolio, one that is diverse and focused on results. In addition, we have set up thematic funds around the main long-term drivers of economic growth for the coming decades.

Your asset manager takes the time to help you

Your assets are managed by a team of investment experts. Your asset specialist is in close contact with the team. Do you have a question or would you like to know how your investments are doing? Your asset specialist will gladly take the time to help you. In this way, you don’t have to worry about your investments, but always have insight and control.

More information and conditions

Features of the Multi-Manager Mandate
  • You invest in a portfolio consisting of investment funds managed by globally renowned fund managers on behalf of ABN AMRO.
  • In addition to the basic portfolio, you also invest in thematic funds.
  • Each of these best-in-class fund managers has their own specialism.
  • They invest in both globally renowned companies and smaller companies with innovative products.
  • By combining the skills of the fund managers, we create a solid portfolio, one that is diverse and focused on results.
  • To underline our commitment to sustainability, we only select investment funds with an above-average sustainability score.
  • In this way, you benefit from the full breadth of ABN AMRO’s expertise in the field of asset management, fund selection, thematic research and sustainability.

You can invest with more than € 50,000.

There are three layers of experts working for you in the Multi-Manager Mandate. The investment committee meets every week to determine or adjust the investment strategy. The committee closely monitors market conditions and chooses to invest in categories with more or less risk so that your portfolio generates an optimal return. Our Manager Selection Team, one of the most experienced teams in Europe in this field, uses that strategy to select the fund managers that fit the focus indicated. These are always complementary fund managers, each with a distinct specialism or investment style, who have proven themselves over several years. This working method forms the basis, i.e. the “core”, of your portfolio. To this solid foundation we add thematic funds that provide additional potential. In this way, the Multi-Manager Mandate forms a so-called core-satellite portfolio. This core-satellite approach delivers a portfolio of stable and balanced mandates with extra emphasis on where the greatest opportunities lie. 

Our own Manager Selection Team carries out the selection of fund managers. The analysts in the Manager Selection Team have an average work experience of 10 to 15 years each. As a result, they have in-depth knowledge of and experience in investment funds. When making their selection, they look at the best fund managers worldwide that are able to achieve excess returns over the longer term. Since we invest in mandates, our selection goes beyond the investment funds available in Europe. We can also select a fund manager who only works in the United States for example.

The selection process starts with an in-depth quantitative analysis of all existing fund managers that meet our criteria. Subsequently, several detailed interviews are conducted with the selected fund managers, during which greater insights are gained into their experience, knowledge, investment philosophy and investment process. In this way, we hope to find a fund manager that is as sound as possible and who will be able to repeat past successes in a consistent way. Finally, we examine the operational side of the fund manager to check whether all processes are well organised, reliable and stress-resistant in times of emergencies. Ultimately, we let the fund manager from whom we expect the most manage our mandates.

What does this mandate consist of?

The broadly diversified portfolio consists mainly of investment funds selected by our investment experts from a worldwide range.

The investment platform provides very broad access to investment funds and fund managers.

  • Equity Funds
    The equity funds invest in a specific region or focus on a specific type of company, such as companies that can grow or companies with a high dividend payment.
  • Bonds
    Bonds can be chosen for part of the portfolio because of the relatively low risk. We use bonds with different credit ratings and different maturities.
  • Alternative investments
    Alternative investments often react differently to market developments than equities and bonds. Consider, for example, investments in commodities or hedge funds. That is why our investment experts have the option of including them in your portfolio.
  • Liquidities
    These are in an account on which you receive interest. The deposit guarantee scheme applies to this account.
Costs

This is what you pay us

You pay costs for our services, such as managing your portfolio. You do not pay any additional costs for, for example, withdrawing money, changing mandates or risk profile. If you wish to stop making use of Asset Management, you will not pay any additional costs either. What you pay depends on your risk profile: the costs amount to between 1.21% and 1.39% of your invested capital per year (incl. 21% VAT).

Management costs

If you opt for Asset Management, you pay management costs on the value of your investment portfolio. The management costs include all costs incurred by ABN AMRO. This concerns costs for:

This concerns costs for:

  • the management of your investment portfolio;
  • the administration of your investment portfolio;
  • the investment information you receive; and
  • the transactions (in euros).

This is what you pay to other parties

You pay the charges incurred by an investment fund. The ongoing costs of an investment fund include, for example, administration costs, management costs, marketing and distribution costs. These costs are included in the investment fund’s progress and are determined by the investment fund itself. The ongoing costs can be found in the Key Investor Information Document (KIID) of the relevant investment fund.

You can find a cost overview of all our investment products here.

Calculation example: insight into costs and returns achieved

Arthur makes use of the “Asset Management Multi-Manager Mandate” form of investment. He is an investor with a moderately offensive risk profile. The value of his investment portfolio is € 100,000. Last year (2023) his total annual costs were approximately:

Soort kosten Bedrag Percentage

Amount percentage 

Costs for investment services (incl. VAT)

€ 1,270.00

1.27%

Product costs (ongoing costs & transaction costs in the funds)

€ 1,060.00

0.92%

Total costs 

€ 2,190.00

2.19%
     

Net return (after deduction of all costs) 

€ 8,000.00

8.00%

Source: ABN AMRO Asset Management, composite returns from 01/01/2023 to 31/12/2023.  This concerns the results of the model portfolio, which may deviate from the returns of the individual customer portfolio. The value of your investments can fluctuate. Results achieved in the past offer no guarantee for the future. 

 
Returns achieved after deduction of costs 

This table gives you an overview of the net returns achieved in the past 5 years under the Multi-Manager Mandate.

Risk  2019 2020 2021 2022 2023 since 2018

Defensive

7.6%

0.6%

3.3%

-12.7%

6.9%

4.2%

Moderately defensive

10.8%

0.4%

7.4%

-13.5%

8.0%

11.5%

Moderately offensive

15.6%

1.5%

13.5%

-13.6%

9.5%

26.0%

Offensive 

20.2%

1.6%

18.6%

-14.7%

11.0%

37.1%

Very offensive 

22.9%

1.4%

22.3%

-13.9%

12.3%

47.5%

Source: ABN AMRO Asset Management, composite returns from 01/01/2019 to 31/12/2023. Result after deduction of all costs, after the deduction of all costs. This concerns the results of the model portfolio. These may deviate from the returns of your investment portfolio. The value of your investments can fluctuate. Results achieved in the past offer no guarantee for the future.

Sustainability information

Sustainability is important in ABN AMRO’s investment services, which is why we also apply this within the Multi-Manager Mandate. We exclude investments in companies that produce controversial weapons or tobacco, as well as avoid incorporating those companies into the portfolio that attach little importance to sustainability.

We use the Morningstar Sustainability methodology for this, which gives every company a sustainability score. Morningstar is a global leader in investment fund information.

For our portfolio, we require that the average sustainability score for each fund is at least the average of comparable funds or higher. This gives you an investment portfolio that, in addition to the return, also has a view to sustainability.

Transparency integration sustainability risks Multi Manager Mandate

Precontractual disclosure template Multi Manager Mandate

Product level related sustainability informatie Multi Manager Mandate

Statement of adverse effects on sustainability

ABN AMRO MeesPierson takes into account the main negative consequences of investment decisions and advice on sustainability factors. Sustainability factors include environmental, social and employment issues, respect for human rights, and the fight against corruption and bribery. We adhere to the Sustainability Risk Policy Framework of ABN AMRO Bank NV (“ABN AMRO”). The Sustainability Risk Policy Framework is partly based on the various corporate responsibility codes and on internationally recognised sustainability standards or initiatives to which ABN AMRO adheres. In accordance with the Sustainability Risk Policy Framework and international standards, the following main negative sustainability impacts are taken into account:

  • violation of the 10 principles of the United Nations (“UN”) Global Compact;
  • controversies;
  • CO2 emissions as an indicator of climate change.

Engagement is used to encourage companies within the investment universe to improve their business strategy and performance.

This also includes environmental, social and governance (“ESG”) aspects.

Read the full statement here

Learn more about Asset Management risks and terms and conditions

For more information about Asset Management, please refer to the following pages:

Why invest in thematic funds?

What are the main long-term drivers of economic growth for the coming decades? What trends do we see that will have and will continue to have a major impact on the growth and opportunities of companies? We distinguish:

  • technological developments;
  • demographic developments;
  • environment.

Technological developments

Historically, technology has always brought about profound changes and those companies that were decisive in this enjoyed a lot of interest on the stock market. The current new opportunities include cloud computing, artificial intelligence, robotics, self-driving cars or energy storage.

Demographic developments

The world population is expected to grow to 11 billion people or even more by the end of this century. Important factors in this are healthcare, nutrition and infrastructure. The level of prosperity will also continue to rise for many groups, with the emergence of a significant middle class in emerging market countries as well. In contrast, countries such as Japan and Italy are already dealing with shrinking populations in which ageing plays a major role. The population in Africa will increase significantly to 2.5 billion in 2050 according to the UN.

Environment

The consequences for the environment are already clearly visible, such as global warming, plastic in the oceans and the scarcity of clean drinking water.

With more people, more attention to the environment is necessary, which in turn forms a healthy basis for investment. Within this context, consider the switch to electric driving, proper waste processing, recycling, alternative energy, CO2 reduction or water purification.

A promising future for companies that actively respond to these developments

Those companies that actively respond to these developments, that have a distinctive product and are successful, will have a promising future.

These can include globally known companies, which are already making a strong mark on the future, as well as smaller companies with innovative products.

Thematic funds

We give the shares of these companies an extra special place in the portfolio through thematic funds. These thematic funds specialize in identifying companies that are best positioned to take advantage of these trends and avoid those that risk falling by the wayside. This structural way of investing in tomorrow’s winners therefore gives extra potential to the portfolio of the Multi-Manager Mandate. Our selection of thematic funds includes:

  • BNP Paribas Disruptive Technology – invests in companies with innovative technologies and business models that will generate superior growth and profits over the long term;
  • Robeco Global Consumer Trends – invests in three consumer trends driven by demographics: the digital consumer, the emerging consumer and strong global brands;
  • Pictet - Global Environmental Opportunities – invests in companies that actively seek solutions to environmental problems.

More information and conditions

Features of the Multi-Manager Mandate
What does this mandate consist of?
Costs
Calculation example: insight into costs and returns achieved
Sustainability information
Learn more about Asset Management risks and terms and conditions
Why invest in thematic funds?

Features of the Multi-Manager Mandate

  • You invest in a portfolio consisting of investment funds managed by globally renowned fund managers on behalf of ABN AMRO.
  • In addition to the basic portfolio, you also invest in thematic funds.
  • Each of these best-in-class fund managers has their own specialism.
  • They invest in both globally renowned companies and smaller companies with innovative products.
  • By combining the skills of the fund managers, we create a solid portfolio, one that is diverse and focused on results.
  • To underline our commitment to sustainability, we only select investment funds with an above-average sustainability score.
  • In this way, you benefit from the full breadth of ABN AMRO’s expertise in the field of asset management, fund selection, thematic research and sustainability.

You can invest with more than € 50,000.

There are three layers of experts working for you in the Multi-Manager Mandate. The investment committee meets every week to determine or adjust the investment strategy. The committee closely monitors market conditions and chooses to invest in categories with more or less risk so that your portfolio generates an optimal return. Our Manager Selection Team, one of the most experienced teams in Europe in this field, uses that strategy to select the fund managers that fit the focus indicated. These are always complementary fund managers, each with a distinct specialism or investment style, who have proven themselves over several years. This working method forms the basis, i.e. the “core”, of your portfolio. To this solid foundation we add thematic funds that provide additional potential. In this way, the Multi-Manager Mandate forms a so-called core-satellite portfolio. This core-satellite approach delivers a portfolio of stable and balanced mandates with extra emphasis on where the greatest opportunities lie. 

Our own Manager Selection Team carries out the selection of fund managers. The analysts in the Manager Selection Team have an average work experience of 10 to 15 years each. As a result, they have in-depth knowledge of and experience in investment funds. When making their selection, they look at the best fund managers worldwide that are able to achieve excess returns over the longer term. Since we invest in mandates, our selection goes beyond the investment funds available in Europe. We can also select a fund manager who only works in the United States for example.

The selection process starts with an in-depth quantitative analysis of all existing fund managers that meet our criteria. Subsequently, several detailed interviews are conducted with the selected fund managers, during which greater insights are gained into their experience, knowledge, investment philosophy and investment process. In this way, we hope to find a fund manager that is as sound as possible and who will be able to repeat past successes in a consistent way. Finally, we examine the operational side of the fund manager to check whether all processes are well organised, reliable and stress-resistant in times of emergencies. Ultimately, we let the fund manager from whom we expect the most manage our mandates.

What does this mandate consist of?

The broadly diversified portfolio consists mainly of investment funds selected by our investment experts from a worldwide range.

The investment platform provides very broad access to investment funds and fund managers.

  • Equity Funds
    The equity funds invest in a specific region or focus on a specific type of company, such as companies that can grow or companies with a high dividend payment.
  • Bonds
    Bonds can be chosen for part of the portfolio because of the relatively low risk. We use bonds with different credit ratings and different maturities.
  • Alternative investments
    Alternative investments often react differently to market developments than equities and bonds. Consider, for example, investments in commodities or hedge funds. That is why our investment experts have the option of including them in your portfolio.
  • Liquidities
    These are in an account on which you receive interest. The deposit guarantee scheme applies to this account.

Costs

This is what you pay us

You pay costs for our services, such as managing your portfolio. You do not pay any additional costs for, for example, withdrawing money, changing mandates or risk profile. If you wish to stop making use of Asset Management, you will not pay any additional costs either. What you pay depends on your risk profile: the costs amount to between 1.21% and 1.39% of your invested capital per year (incl. 21% VAT).

Management costs

If you opt for Asset Management, you pay management costs on the value of your investment portfolio. The management costs include all costs incurred by ABN AMRO. This concerns costs for:

This concerns costs for:

  • the management of your investment portfolio;
  • the administration of your investment portfolio;
  • the investment information you receive; and
  • the transactions (in euros).

This is what you pay to other parties

You pay the charges incurred by an investment fund. The ongoing costs of an investment fund include, for example, administration costs, management costs, marketing and distribution costs. These costs are included in the investment fund’s progress and are determined by the investment fund itself. The ongoing costs can be found in the Key Investor Information Document (KIID) of the relevant investment fund.

You can find a cost overview of all our investment products here.

Calculation example: insight into costs and returns achieved

Arthur makes use of the “Asset Management Multi-Manager Mandate” form of investment. He is an investor with a moderately offensive risk profile. The value of his investment portfolio is € 100,000. Last year (2023) his total annual costs were approximately:

Soort kosten Bedrag Percentage

Amount percentage 

Costs for investment services (incl. VAT)

€ 1,270.00

1.27%

Product costs (ongoing costs & transaction costs in the funds)

€ 1,060.00

0.92%

Total costs 

€ 2,190.00

2.19%
     

Net return (after deduction of all costs) 

€ 8,000.00

8.00%

Source: ABN AMRO Asset Management, composite returns from 01/01/2023 to 31/12/2023.  This concerns the results of the model portfolio, which may deviate from the returns of the individual customer portfolio. The value of your investments can fluctuate. Results achieved in the past offer no guarantee for the future. 

 
Returns achieved after deduction of costs 

This table gives you an overview of the net returns achieved in the past 5 years under the Multi-Manager Mandate.

Risk  2019 2020 2021 2022 2023 since 2018

Defensive

7.6%

0.6%

3.3%

-12.7%

6.9%

4.2%

Moderately defensive

10.8%

0.4%

7.4%

-13.5%

8.0%

11.5%

Moderately offensive

15.6%

1.5%

13.5%

-13.6%

9.5%

26.0%

Offensive 

20.2%

1.6%

18.6%

-14.7%

11.0%

37.1%

Very offensive 

22.9%

1.4%

22.3%

-13.9%

12.3%

47.5%

Source: ABN AMRO Asset Management, composite returns from 01/01/2019 to 31/12/2023. Result after deduction of all costs, after the deduction of all costs. This concerns the results of the model portfolio. These may deviate from the returns of your investment portfolio. The value of your investments can fluctuate. Results achieved in the past offer no guarantee for the future.

Sustainability information

Sustainability is important in ABN AMRO’s investment services, which is why we also apply this within the Multi-Manager Mandate. We exclude investments in companies that produce controversial weapons or tobacco, as well as avoid incorporating those companies into the portfolio that attach little importance to sustainability.

We use the Morningstar Sustainability methodology for this, which gives every company a sustainability score. Morningstar is a global leader in investment fund information.

For our portfolio, we require that the average sustainability score for each fund is at least the average of comparable funds or higher. This gives you an investment portfolio that, in addition to the return, also has a view to sustainability.

Transparency integration sustainability risks Multi Manager Mandate

Precontractual disclosure template Multi Manager Mandate

Product level related sustainability informatie Multi Manager Mandate

Statement of adverse effects on sustainability

ABN AMRO MeesPierson takes into account the main negative consequences of investment decisions and advice on sustainability factors. Sustainability factors include environmental, social and employment issues, respect for human rights, and the fight against corruption and bribery. We adhere to the Sustainability Risk Policy Framework of ABN AMRO Bank NV (“ABN AMRO”). The Sustainability Risk Policy Framework is partly based on the various corporate responsibility codes and on internationally recognised sustainability standards or initiatives to which ABN AMRO adheres. In accordance with the Sustainability Risk Policy Framework and international standards, the following main negative sustainability impacts are taken into account:

  • violation of the 10 principles of the United Nations (“UN”) Global Compact;
  • controversies;
  • CO2 emissions as an indicator of climate change.

Engagement is used to encourage companies within the investment universe to improve their business strategy and performance.

This also includes environmental, social and governance (“ESG”) aspects.

Read the full statement here

Learn more about Asset Management risks and terms and conditions

For more information about Asset Management, please refer to the following pages:

Why invest in thematic funds?

What are the main long-term drivers of economic growth for the coming decades? What trends do we see that will have and will continue to have a major impact on the growth and opportunities of companies? We distinguish:

  • technological developments;
  • demographic developments;
  • environment.

Technological developments

Historically, technology has always brought about profound changes and those companies that were decisive in this enjoyed a lot of interest on the stock market. The current new opportunities include cloud computing, artificial intelligence, robotics, self-driving cars or energy storage.

Demographic developments

The world population is expected to grow to 11 billion people or even more by the end of this century. Important factors in this are healthcare, nutrition and infrastructure. The level of prosperity will also continue to rise for many groups, with the emergence of a significant middle class in emerging market countries as well. In contrast, countries such as Japan and Italy are already dealing with shrinking populations in which ageing plays a major role. The population in Africa will increase significantly to 2.5 billion in 2050 according to the UN.

Environment

The consequences for the environment are already clearly visible, such as global warming, plastic in the oceans and the scarcity of clean drinking water.

With more people, more attention to the environment is necessary, which in turn forms a healthy basis for investment. Within this context, consider the switch to electric driving, proper waste processing, recycling, alternative energy, CO2 reduction or water purification.

A promising future for companies that actively respond to these developments

Those companies that actively respond to these developments, that have a distinctive product and are successful, will have a promising future.

These can include globally known companies, which are already making a strong mark on the future, as well as smaller companies with innovative products.

Thematic funds

We give the shares of these companies an extra special place in the portfolio through thematic funds. These thematic funds specialize in identifying companies that are best positioned to take advantage of these trends and avoid those that risk falling by the wayside. This structural way of investing in tomorrow’s winners therefore gives extra potential to the portfolio of the Multi-Manager Mandate. Our selection of thematic funds includes:

  • BNP Paribas Disruptive Technology – invests in companies with innovative technologies and business models that will generate superior growth and profits over the long term;
  • Robeco Global Consumer Trends – invests in three consumer trends driven by demographics: the digital consumer, the emerging consumer and strong global brands;
  • Pictet - Global Environmental Opportunities – invests in companies that actively seek solutions to environmental problems.

Investing involves risks

Investing involves risks. You could lose (some of) the money you invested. If you are going to invest, it is important that you are aware of this. Invest with money you can spare. Read more about the risks associated with investments.

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