Ciclurile economice, tendintele tehnologice, politicile bancilor centrale - exista o multitudine de factori pe pietele financiare care influenteaza preturile actiunilor, obligatiunilor, monedelor si marfurilor, fie preturi in scadere, in crestere sau care stagneaza. Schimbarea tendintelor necesita ajustari regulate ale portofoliului. onemarkets Pictet Global Opportunities Allocation Fund urmareste sa aiba un echilibru intre o pozitie defensiva solida si oportunitatea de a genera randamente atractive prin investitii in tendintele viitoare.

 

Fondul in detaliu Alocarea fondului Clasa de investitii Flyer KID Factsheet

 

 

 

Fondul in detaliu

onemarkets Pictet Global Opportunities Allocation Fund este un fond echilibrat. Administratorii fondului se bazeaza pe multi ani de experienta in identificarea si exploatarea megatendintelor, cum ar fi biotehnologia, robotica si securitatea in gestionarea activelor. Investitiile in aceste domenii reprezinta principalul obiectiv al fondului. In general, managementul se bazeaza pe patru surse complementare de randament:

  • Obligatiunile de inalta calitate ca sursa de venit.
  • Pictet-Multi Asset Global Opportunities (MAGO) formeaza nucleul conservator al strategiei si atenueaza in mare masura riscul general al portofoliului.
  • Actiunile tematice reprezinta principalul motor de performanta pentru a capta oportunitatile de crestere structurala ale megatendintelor.
  • Actiunile defensive sunt o sursa complementara de randament pentru investitiile tematice.

Fondat in 1805, Pictet Asset Management este unul dintre cei mai importanti administratori de active din lume, cu active in administrare si custodie in valoare de 620 de miliarde de euro. onemarkets Pictet Global Opportunities Allocation Fund se concentreaza pe expunerea la actiuni globale. Expunerea pe actiuni poate reprezenta pana la 75% din fond. Cu toate acestea, in fazele de instabilitate ale pietei bursiere, cota poate fi redusa la 45%.

 

Pentru mai multe detalii:
Descarca flyerul (PDF)

 

Alocarea fondului


Procesul de investiții prevede că pot exista fluctuatii in componenta de capitaluri proprii cu +/- 15%, în funcție de opțiunile de alocare tactică ale managerului

 

Clasa de investitii pentru onemarkets Pictet Global Opportunities Allocation Fund

onemarkets Pictet Global Opportunities Allocation Fund M
(investitori privati, reinvestire; investitie initiala minima: 200 EURO)
LU2595021283 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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