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 scazuta 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 PIMCO Global Balanced Allocation Fund urmareste sa obtina o rentabilitate pozitiva ajustata la risc prin investitii in active lichide la nivel mondial. Prin expunerea diversificata pe regiuni si clase de active, corelatia cu piata de actiuni propriu-zisa trebuie mentinuta la un nivel scazut. Strategia de alocare are doua directii:

  • Strategia de alocare a activelor: Aceasta este strategia de baza. Abordarea globala multi-active are in vedere posibilitatea de a investi in intregul spectru tactic global al claselor de active lichide, cum ar fi actiunile si obligatiunile.
  • Strategia de alocare a activelor satelit: Prin intermediul realocarilor dinamice de pozitii, urmeaza sa fie exploatate oportunitatile unor regiuni, sectoare sau companii individuale.

onemarkets PIMCO Global Balanced Allocation Fund este un fond lansat de Structured Invest S.A., a delegat administrarea portofoliului catre PIMCO Europe GmbH.

Pacific Investment Management Company LLC (pe scurt PIMCO) este una dintre cele mai importante companii de investitii din lume. Echipa se bucura de zeci de ani de experienta in gestionarea fondurilor. Administrarea fondurilor poate investi intre 15% si 55% in actiuni.

Durata pe segmentul de obligatiuni a fost stabilita intre 1 si 7 ani, ceea ce ofera managerilor de investitii un grad ridicat de flexibilitate in alocarea obligatiunilor pe termen scurt si mediu.

 

Pentru mai multe detalii:
Descarca flyerul (PDF)

 

   

Clasa de investitii pentru onemarkets PIMCO Global Balanced Allocation Fund

onemarkets PIMCO Global Balanced Allocation Fund M
(investitori privati, cu acumulare; investitie initiala minima: 200 EURO)
LU2503838273 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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