Cu un produs intern brut de peste 25 de trilioane de dolari americani, Statele Unite ale Americii este de departe cea mai mare economie a lumii. Cu o populatie de 340 de milioane de locuitori, cu companii importante in domeniul tehnologiei si companii importante, reprezentati ai economiei vechi, Statele Unite contribuie cu aproximativ 60% din capitalizarea pieței globale. Tara este prea mare, economia prea importanta si companiile prea inovatoare pentru a fi ignorate de investitori. (Sursa: Statista, 2023).

onemarkets J.P. Morgan US Equities Fund ofera investitorilor posibilitatea de a investi intr-un mod diversificat in companii din SUA.

 

Fondul in detaliu Clasa de investitii Flyer  
KID – Clasa M KID – Clasa M-USD Factsheet – Clasa M Factsheet – Clasa M-USD

 

 

 

Fondul in detaliu

J.P. Morgan US Equities Fund se se raporteaza la indicele de referinta S&P 500. Cu toate acestea, selectia actiunilor se concentreaza pe criteriul de sustenabilitate. Astfel, administratorii fondului poate suprapondera sau subpondera sectoare in comparatie cu indicele de referinta. Sunt evitate companiile din domenii precum combustibilii fosili, arme, tutun sau jocuri de noroc, precum si companiile care incalca principiile Pactului Global al ONU. Exista un proces clar de investitii in patru etape:

  • Excluderea industriilor care nu sunt sustenabile
  • Excluderea modelelor de afaceri care nu sunt sustenabile
  • Identificarea pionierilor in materie de sustenabilitate
  • Schimburi constante cu companiile

J.P. Morgan Asset Management administreaza active ale clientilor in valoare de 2.800 de miliarde de dolari americani si ofera peste 100 de fonduri mutuale. Acest lucru il face unul dintre cei mai mari administratori de active din lume. Printre cele mai ponderate sectoare se numara semiconductori/hardware, produse farmaceutice/tehnologie medicala, cu un total de aproximativ 29%.

 

Pentru mai multe detalii:
Descarca flyerul (PDF)

 

 

   

Clasa de investitii pentru onemarkets J.P. Morgan US Equities Fund

onemarkets J.P. Morgan US Equities Fund M
(investitori de retail, cu acumulare; investitie initiala minima: 200 EURO)
LU2595018149 Catre produs
onemarkets J.P. Morgan US Equities Fund M-USD
(investitori de retail, cu acumulare; investitie initiala minima: 200 USD)
LU2693801289 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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