Cantor Fitzgerald Multi-Asset Funds outperform peers in Q2 2025
Cantor funds have had an outstanding 2025 so far substantially outperforming all relevant peers1 and passive benchmarks.
Their active, style agnostic and pragmatic approach has generated the largest ever relative outperformance versus the industry peers1 in Q2 2025 in the long history of the funds. They were recently awarded Equities Manager of the Year at the prestigious European Pension awards in London
Cantor Investment Team Views
The outperformance year to date can be put down to 5 key drivers, listed below:
- Style agnosticism: 2025 has represented a complete reversal of the stocks, sectors, regions, and factors that have led the market in 2023,2024 in quite a dramatic fashion.
- Stock selection: This is at the heart of what Cantor do as they do not run benchmark positions. Over 25 stocks have added significantly to performance this year, ranging from UK banks, EU defence, US Stablecoins, Global subscription services & Irish Airlines.
- Proactive Asset allocation: Post the US election day euphoria after volatility collapsed, the fund manager went to the bottom of their investment range, Post Liberation Day capitulation and after volatility exploded, they went back to the top end.
- Tactical Opportunities: Decisions made around the “deepseek” Monday, which saw key power and energy holdings fall 7 standard deviations added to returns as Cantor Fitzgerald Asset Management have the investment culture to exploit these rapid “black swan”* events.
- Risk Management: In terms of equity holdings, their top 20 contributors have an almost 2:1 ratio versus their top 20 losers.
*a Black Swan event refers to a rare and unpredictable event that causes extreme disruption in financial markets. These events are not anticipated by most investors or models, and they often lead to sharp market declines or volatility spikes.
Entering H2 the funds are fully invested with some key overweight’s of note below
- Technology – AI Infrastructure, Analog Semis
- Industrials – Electrical Engineers, US Defence, Reshoring, US Ag’s
- Energy – Global LNG Ecosystem, EU Power demand
- Consumer Discretionary – Quality/Luxury Brands, E-Commerce 2.0
- Materials – Cooper
- Consumer Internet – Subscription services
- Medtech – Robotic Surgery
Warnings
Warning: If you invest in this product you may lose some or all of the money you invest.
Warning: Past performance is not a reliable guide to future performance.
Warning: The value of your investment may go down as well as up.
Warning: These funds may be affected by changes in currency exchange rates.
1. Performance is gross of annual management charges. Other charges such as administration and custody charges may not be included.
Source: MoneyMate
Copyrights: Moneymate Limited 2018. All Rights Reserved. Moneymate
Figures Based on: Offer to Offer, Gross of AMC, Gross income, EUR
Risk Analysis to 01/07/2025