The best Multi-Asset ETFs

How to invest in multi-asset ETFs

0.38% p.a. - 0.69% p.a.
annual total expense ratio (TER) of multi-asset ETFs
on portfolio strategies, which are tracked by ETFs
on portfolio strategies
 
The best indices for multi-asset ETFs

How do I invest in multi-asset ETFs?

With multi-asset ETFs, you can invest in exchange-traded funds that cover several ETFs and, usually, multiple asset classes at once. Such asset classes are, for example, equities, bonds, commodities or precious metals. Accordingly, multi-asset ETFs allow you to invest in several markets at once with just one ETF savings plan or a single order, thereby reducing your investment risk by diversification.

Some multi-asset ETFs modify their strategic asset allocation on a regular basis, while others follow a long-term Buy and Hold approach. So it is worth comparing. Currently, there are 4 multi-asset-ETFs available.
 

Xtrackers Portfolio performance

1 month: 0.65%
1 year: 17.91%
3 years: -6.47%
5 years: 10.45%
 

Multi-Asset ETFs in comparison

The most important factors at a glance

When choosing a multi-asset ETF one should consider several other factors in addition to the methodology of the underlying index and performance of an ETF. For better comparison, you will find a list of all multi-asset ETFs with details on size, cost, age, income, domicile and replication method ranked by fund size.

Compare all multi-asset ETFs in detail
Compare all multi-asset ETFs in a chart

Provider
ISIN
  Fund size
in m CHF
TER
in %
Use of profits Fund domicile Replication method
Amundi Multi-Asset Portfolio UCITS ETF DistDE000ETF7011 180 0.42% p.a. Distributing Germany Full replication
Amundi Multi-Asset Portfolio Defensive UCITS ETF DistDE000ETF7029 24 0.38% p.a. Distributing Germany Full replication
Amundi Multi-Asset Portfolio Offensive UCITS ETF DistDE000ETF7037 20 0.49% p.a. Distributing Germany Full replication
Global Balance Fund UCITS ETF AccumulatingIE00BL643144 17 0.69% p.a. Accumulating Ireland Full replication

Source: justETF.com; As of 24.10.24

 

Return comparison of all multi-asset ETFs

The table shows the returns of all multi-asset ETFs in comparison. All return figures are including dividends as of month end. Besides the return the reference date on which you conduct the comparison is important. In order to find the best ETFs, you can also perform a chart comparison.

ETF   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
Global Balance Fund UCITS ETF Accumulating 1.17% -4.54% -3.15% 22.62% -4.22%
Amundi Multi-Asset Portfolio Offensive UCITS ETF Dist 2.11% -0.34% 0.82% 13.25% 1.42%
Amundi Multi-Asset Portfolio Defensive UCITS ETF Dist 1.81% 1.43% 1.26% 11.41% -4.63%
Amundi Multi-Asset Portfolio UCITS ETF Dist 1.92% 0.19% 2.38% 10.84% -2.98%
ETF   2024
in %
2023
in %
2022
in %
2021
in %
2020
in %
Global Balance Fund UCITS ETF Accumulating 14.02% 13.51% -30.62% 23.87% -
Amundi Multi-Asset Portfolio Offensive UCITS ETF Dist 12.99% 6.70% -16.37% 14.50% 5.75%
Amundi Multi-Asset Portfolio UCITS ETF Dist 11.47% 1.59% -14.41% 11.47% 2.13%
Amundi Multi-Asset Portfolio Defensive UCITS ETF Dist 11.03% 2.49% -14.69% 3.28% 3.62%

Source: justETF.com; As of 30.09.24; Calculations in CHF including dividends