onemarkets Global Multibrand Selection Fund adopta o strategie echilibrata multi-active gestionata fara a urmari vreun indice de referinta. Portofoliul este creat de specialistii Grupului UniCredit prin combinarea fondurilor de investitii administrate de companii globale de administrare a activelor si ETF-uri pentru a eficientiza investitiile. onemarket Global Multibrand Selection Fund ofera investitorilor posibilitatea de a face investitii globale diversificate in actiuni si obligatiuni.

 

Fondul in detaliu Clasa de investitii Flyer KID Factsheet

 

 

 

 

 

 

 

 

Fondul in detaliu

onemarkets Global Multibrand Selection Fund este un fond care cuprinde mai multe fonduri. Subfondul nu investeste direct in actiuni si obligatiuni, ci in fonduri tranzactionate la bursa (ETF) bazate pe actiuni si obligatiuni. Fondurile sunt usor si la niste costuri mai reduse de tranzactionare prin intermediul burselor de valori. Fondurile tranzactionate la bursa ofera posibilitatea de a investi in mod specific intr-un sector, regiune sau strategie prin intermediul unui instrument financiar.

  • Pana la 70% in fondurile de actiuni.
  • Investitiile, altele decat cele in actiuni, sunt in principal instrumente cu venit fix si instrumente ale pietei monetare.
  • Expunerea la titluri cu randament ridicat nu va depasi 20%.
  • Combinatie de diferite stiluri de gestionare: valoare, crestere, capitalizare mare, mica, bottom-up, top-down, cantitativ, pasiv.

Fondul este administrat de echipa de investitii a UniCredit International Bank din Luxemburg. Echipa din Luxemburg valorifica capacitatile de gestionare a investitiilor si expertiza Grupului UniCredit in calitate de consilier de investitii pentru viziuni strategice, construirea de portofolii model si procesul de selectie a fondurilor. UniCredit International Bank Luxemburg administreaza active ale clientilor in valoare de aproximativ 30 de miliarde de euro si are 26 de mandate de fonduri individuale.

ETF-urile permit o varietate de expuneri largi si directionate in aproape toate clasele de active, regiuni, sectoare si specialitati. Initial, aproximativ jumatate este investita in ETF-uri bazate pe actiuni. Accentul regional este pus pe SUA, cu peste 65%.
 

Pentru mai multe detalii:
Descarca flyerul (PDF)

 

Sursa: UniCredit Global Investment Strategy, februarie 2024

Clasa de investitii pentru onemarkets Global Multibrand Selection Fund

onemarkets Global Multibrand Selection Fund M
(investitori privati, cu acumulare; investitie initiala minima: 200 EURO)
LU2595011565 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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