Strategies

Multi-Asset Strategy

A diversified strategy targeting total return, stability and income over the cycle. Designed for capital preservation and potential appreciation, it follows a long-term, low-turnover approach rooted in quality, fundamental research, and alignment with the Stern family and Partners.

Strategy Overview

Our Multi-Asset Offering is tailored to client objectives, ascertaining upfront the desired mix of targeted total return, volatility and income. The strategy then combines a mix of quality equities, Investment Grade, Emerging Market fixed income, and select alternative funds to generate attractive and reliable income with below-average volatility.

The strategy reflects the firm's commitment to quality, capital preservation, and alignment with clients' long-term goals.

Clients can access our Multi-Asset Strategy through separately managed accounts; the strategies are implemented through directly held securities or through a mix of our investment funds.

For further information please contact us here.

Key Characteristics
  • Focus on income generation (target: 5.0-5.5% gross yield)
  • Conservative credit exposure and short duration
  • Direct equity exposure with an emphasis on dividend sustainability
  • Transparent structure, no leverage, shorting, or derivatives
  • Available as a separately managed account or via the Star Multi-Asset Income Fund
Strategy Documents
Fact Sheets KIIDS PRIIPS Documentation Annual Report

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The KIIDs (Key Investor Information Docs) for each share class provide you with key investor information about the World Stars Global Equity Fund. They are not marketing material. The information is required by law to help you understand the nature and risks of investing in this fund. You must read the KIID so you can make an informed decision before deciding to invest. If you are unsure about the suitability of this fund, please consult a financial adviser. J. Stern & Co. is unable to provide such advice to you.

The PRIIP KIDs (Packaged Retail and Insurance Investment Product Key Information Document) for each share class provide you with key investor information about the Star Multi-Asset Income Fund. They are not marketing material. The information is required by law to help you understand the nature and risks of investing in this fund. You must read the PRIIP so you can make an informed decision before deciding to invest. If you are unsure about the suitability of this fund, please consult a financial adviser. J. Stern & Co. is unable to provide such advice to you.

Your subscription is on the basis of the Prospectus of the Alpha UCITS SICAV, the umbrella fund for the World Stars Global Equity Fund. The Special Section gives you information that is unique to the World Stars Global Equity Fund.

If you wish to invest directly, then you can open an account directly using the Account Opening Form. Once your account is opened, you can subscribe for more shares using the Subscription Form.

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