In a demanding market environment, the conservative multi-asset fund EB - Multi Asset Conservative, managed by EB – Sustainable Investment Management GmbH (EB-SIM), has achieved a fund volume of over EUR 200 million. Since the beginning of the year, the fund has recorded net inflows of more than EUR 50 million. The globally diversified fund pursues a value-oriented investment approach that integrates sustainability criteria. The aim is to achieve the most stable performance possible through broad diversification and proactive risk management. This approach positions the fund as an attractive option for investors who value both returns and stability.
Sustainability criteria and risk management
The EB - Multi Asset Conservative ranks among the top 4 percent of its peer group in the Morningstar category “EUR Cautious Allocation – Global” over five years and currently holds a Morningstar 5-star rating (Source: Morningstar Direct, as of: 30.06.2026). To underpin this positioning, the fund invests broadly across various asset classes. This expressly includes infrastructure investments in the renewable energy sector. In addition, EB-SIM utilises proprietary sustainability analyses. These analyses serve to systematically incorporate ESG risks and opportunities into the investment process. A key instrument for this is an AI-supported assessment model, the so-called EB-ESG-Score. This model is based on a multitude of data sources and is designed to identify sustainability risks early on and integrate them into portfolio allocation.
Sebastian Kösters, Managing Director and Chief Investment Officer of EB-SIM, comments on the development: “Demand for diversified and risk-aware investment strategies remains strong in the current market environment. The EB - Multi Asset Conservative is particularly aimed at investors who value a balanced asset structure and sustainable investment criteria.” According to EB-SIM, the increased fund volume also improves perception among institutional investors and on fund platforms. For these stakeholders, minimum volumes often play an important role in the decision to include a fund.
Strategic orientation and further growth
EB-SIM plans to further advance the expansion of partnerships and distribution channels and is engaged in corresponding discussions to this end. This strategic orientation aims to increase the fund's reach and accessibility. For investors with a higher risk appetite, EB-SIM offers an additional option with the EB - Multi Asset Opportunities. This strategy pursues a comparable investment approach but with a more dynamic risk profile, thus being more opportunity-oriented. It complements the existing offering with an alternative investment option within the multi-asset segment, aiming for potentially higher return expectations.
- —Fund volume of over EUR 200 million reached
- —Net inflows of over EUR 50 million since the beginning of the year
- —Morningstar 5-star rating and top 4 percent in peer group (5 years)
- —Utilisation of an AI-supported EB-ESG-Score for sustainability analyses
