onemarkets PIMCO Global Balanced Allocation Fund este un fond multi-active, care ofera posibilitatea de a investi intr-un mod diversificat in diferite tipuri de instrumente financiare. Strategia ofera o corelatie potential mai scazută cu componenta de actiuni, avand in vedere capacitatea portofoliului de a investi diversificat in obligatiuni si titluri globale legate de inflatie.

 

Fondul in detaliu Clasa de investitii Flyer KID Factsheet

 

 

 

Fondul in detaliu

onemarkets Balanced Eastern Europe Fund este un fond multi-active. Subfondul urmareste sa ofere venituri pe termen lung si o apreciere a capitalului prin expunerea la titluri de creanta si la companii tip blue chip din tarile din Europa de Est. Sunt vizate companiile din aceasta regiune cu cele mai inalte standarde de calitate in mare parte, care sunt lideri in sectoarele lor. Sunt vizate trei sectoare:

  • Financiar: banci profitabile si administrate in mod conservator, cu accent pe rata de acoperire a lichiditatilor; banci cu plati stabile de dividende si o rentabilitate solida a capitalului; sectorul asigurarilor cu o rata combinata scazuta si o crestere solida a veniturilor.
  • Energie: companii care sunt capabile sa beneficieze de modificarile recente ale preturilor energiei, au randamente solide ale dividendelor si niveluri relativ scazute ale datoriei totale.
  • Utilitati: dividende bune si un raport scazut intre datorii si active; sector defensiv si actiuni defensive.

Fondul multi-active, cu un accent de investitii in Europa de Est, este administrat de ZB Invest Ltd. Pentru a-si atinge obiectivul, subfondul urmareste o alocare de multi-active constând in obligatiuni guvernamentale regionale si actiuni ale unor companii tip blue chip. Subfondul poate investi o parte mai mica a portofoliului sau in tari cu rating de credit mai scazut si in companii mai mici pentru a obtine randamente mai mari.

 

Pentru mai multe detalii:
Descarca flyerul (PDF)

 

 

 

Clasa de investitii pentru onemarkets Balanced Eastern Europe Fund

onemarkets Balanced Eastern Europe Fund M
(investitori de retail, cu acumulare; investitie initiala minima: 200 EURO)
LU2595015806 Catre produs

Contact

InfoCenter 24/7: *2020 (apel cu tarif normal in retelele mobile) si +40 21 200 2020 (apel cu tarif normal in toate retelele)

email: infocenter@unicredit.ro

onemarkets Fund reprezinta o platforma de fonduri umbrela UniCredit O.P.C.V.M. (Organisme de plasament colectiv in valori mobiliare), constituita ca societate de investitii cu capital variabil, societate anonima, administrata de Structured Invest S.A.

 

ACEASTA ESTE O COMUNICARE DE TIP COMERCIAL. Inainte de a lua orice decizie de investitie, te rugam sa citesti Documentul cu informatii cheie (KID), in limba locala, si Propectul onemarkets Fund (denumit in continuare "Fondul"), disponibil in limba engleza, versiunea in limba engleza reprezentand versiunea obligatorie din punct de vedere juridic pentru Societatea de Administrare, care pot fi obtinute gratuit pe suport de hartie la cererea investitorului si la sediul Distribuitorului. Suplimentar, pe https://www.structuredinvest.lu/ sunt disponibile actul constitutiv al Fondului si cele mai recente rapoarte anuale si rapoarte semestriale, obligatorie din punct de vedere juridic.

Valoarea actiunilor si a profitului obtinut in urma unei investitii in Fond ar putea scadea sau creste, in functie de conditiile de piata. Subfondul nu ofera nicio garantie de rentabilitate.

Se atrage atentia investitorilor asupra faptului ca Societatea de administrare relevanta poate decide sa intrerupa aranjamentele pe care le-a facut pentru distribuirea actiunilor fondurilor sale in conformitate cu Directiva 2009/65/CE.

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