Multi Asset - onemarkets by UniCredit
Multi Asset Funds
Multi-asset funds combine different asset classes – such as equities, bonds, real estate, and alternative investments – in a single fund. The aim is to achieve stable returns and minimise risks through broad diversification.
onemarkets Amundi Flexible Income Fund
The onemarkets Amundi Flexible Income Fund offers investors a broadly diversified investment opportunity across various asset classes and aims to generate a target income, defined annually based on the market environment. The Multi-Asset portfolio is broadly diversified across equities, bonds, and real assets. The strategy may invest up to 50% in equities and up to 60% in high-yield bonds.
Available share classes:
onemarkets Amundi Flexible Income Fund C
(retail investors, accumulating; minimum initial investment: 100 EUR)
LU2503839321
onemarkets Amundi Flexible Income Fund C-HUF
(retail investors, accumulating; minimum initial investment: 100 HUF)
LU3201289942
onemarkets Generali Conservative Multi-Asset Fund
The onemarkets Generali Conservative Multi-Asset Fund is a balanced strategy fund with a conservative investment approach. The fund focuses on a combination of high-quality euro denominated bonds and high-potential global equities, selected based on their SRI (Social Responsible Investments) Generali rating. The fund has an equity exposure of up to 30% and an actively managed duration fixed income component.
Available share classes:
onemarkets Generali Conservative Multi-Asset Fund C
(retail investors, accumulating; minimum initial investment: 100 EUR)
LU2595019386
onemarkets Generali Conservative Multi-Asset Fund C-HUF
(retail investors, accumulating; minimum initial investment: 100 HUF)
LU3201289272
onemarkets Income Opportunities Fund
onemarkets Income Opportunities Fund is a multi-asset fund that uses a broad range of financial instruments to obtain a diversified portfolio and efficiently manage the total risk of the portfolio. The portfolio can have an equity exposure between 0 and 60%, sticking to 50% on average.
The Manager aims to build the portfolio with the support of specialists in the different asset classes including: US dividend-paying equities, International dividend-paying equities, Preferred shares, Bonds with a low credit quality (so-called High Yield rating), Bonds with a high credit quality (so-called Investment Grade rating), Unrated bonds, Government bonds, Mortgages, Equity-linked securities and Insurance-linked securities, closed-end real estate investment trusts.
Available share classes:
onemarkets Income Opportunities Fund C2
(retail investors, accumulating; minimum initial investment: 100 EUR)
LU2707096306
onemarkets Income Opportunities Fund C2-USD
(retail investors, accumulating; minimum initial investment: 100 USD)
LU2707096058
onemarkets Balanced Eastern Europe Fund
The onemarkets Balanced Eastern Europe Fund is a multi-asset fund designed to generate income and capital growth over the long term by investing in debt securities and blue-chip companies from Eastern European countries. The fund focuses on the highest-quality companies in the region that are market leaders in their respective sectors.
Available share classes:
onemarkets Balanced Eastern Europe Fund C
(retail investors, accumulating; minimum initial investment: 100 EUR)
LU2595015632
onemarkets Balanced Eastern Europe Fund C-HUF
(retail investors, accumulating; minimum initial investment: 100 HUF)
LU3201290015
onemarkets BlackRock Global Diversified Balanced Fund
The onemarkets BlackRock Global Diversified Balanced Fund is a global multi-asset fund that aims to maximise the returns available from a typical balanced portfolio (50% global equities and 50% global bonds). Stock selection focuses particularly on environmental, social, and governance (ESG) principles.
The strategy is characterized by broad flexibility, allowing the fund to invest in stocks, bonds, and alternative instruments. The manager can always choose the approach and type of instrument best suited to the strategy being implemented. Furthermore, the fund can utilise liquid alternative assets that invest in specific and customised baskets that retail investors would otherwise find difficult to access directly (e.g., private markets).
Available share classes:
onemarkets BlackRock Global Diversified Balanced Fund C
(retail investors, accumulating; minimum initial investment: 100 EUR)
LU2673947680
onemarkets BlackRock Global Diversified Balanced Fund C-USD
(retail investors, accumulating; minimum initial investment: 100 USD)
LU2673955279
onemarkets BlackRock Global Diversified Balanced Fund C-HUF
(retail investors, accumulating; minimum initial investment: 100 HUF)
LU2673949975
onemarkets Capital Group US Balanced Fund
The onemarkets Capital Group US Balanced Fund is a balanced fund with a US investment focus. Mixing US equities and US bonds is the oldest and most widely used investment strategy in the world. The fund has three balanced objectives: Capital preservation, current income and long-term capital growth. To this end, the fund invests in equities and investment-grade bonds using a balanced approach.
Available share classes:
onemarkets Capital Group US Balanced Fund C
(retail investors, accumulating; minimum initial investment: 100 EUR)
LU2673945718
onemarkets Capital Group US Balanced Fund C-USD
(retail investors, accumulating; minimum initial investment: 100 USD)
LU2673945809
onemarkets Capital Group US Balanced Fund C-HUF
(retail investors, accumulating; minimum initial investment: 100 HUF)
LU3201286179
onemarkets Multi-Asset Value Fund
The onemarkets Multi-Asset Value Fund is an actively managed multi-asset, multi-strategy fund with a consistent focus on total portfolio risk, offering the opportunity to participate in long-term equity market growth.
The strategy accesses a broad investable universe of opportunities, but does not maintain predetermined exposure to any one asset class or specific risk.
The fund's managers construct the portfolio by identifying multiple opportunities through five proprietary investment strategies. One of the fund's objectives is to achieve diversification by identifying the right time to invest in a given asset class and considering the correlations between different financial instruments.
Available share classes:
onemarkets Multi-Asset Value Fund C
(retail investors, accumulating; minimum initial investment: 100 EUR)
LU2595012704
onemarkets Multi-Asset Value Fund C-HUF
(retail investors, accumulating; minimum initial investment: 100 HUF)
LU3201288118
onemarkets Global Multibrand Selection Fund
The fund is actively managed with a medium-long term time horizon and is characterised by a limited rotation of funds and ETFs.
The fund does not have a benchmark. This allows for a flexible portfolio structure, including investments in multi-asset funds.
The fund's portfolio consists of a mix of passive and active strategies from various asset managers. This also ensures diversification in terms of investment approach.
Available share classes:
onemarkets Global Multibrand Selection Fund C
(retail investors, accumulating; minimum initial investment: 100 EUR)
LU2595009072
onemarkets Global Multibrand Selection Fund C-HUF
(retail investors, accumulating; minimum initial investment: 100 HUF)
LU3201286922
onemarkets Pictet Global Opportunities Allocation Fund
The onemarkets Pictet Global Opportunities Allocation Fund invests in a diversified approach across equities and bonds. The strategy invests primarily in high-quality global equities and bonds.
The equity strategy – which averages around 60% – is based, as the primary source of return, on the identification of long-term investment themes combined with other complementary and diversified sources of return, while the bond component leverages an approach already consolidated over time.
Available share classes:
onemarkets Pictet Global Opportunities Allocation Fund C
(retail investors, accumulating; minimum initial investment: 100 EUR)
LU2595023222
onemarkets Pictet Global Opportunities Allocation Fund C-HUF
(retail investors, accumulating; minimum initial investment: 100 HUF)
LU3201288381
onemarkets UC European Movers Balanced Fund
Actively managed balanced portfolio with an equity exposure ranging between 40% and 60%. The equity component reflects the composition of the UC Capture-the-Change Index (Net Return), an index developed by UniCredit to invest in companies benefiting from the transition to a more sustainable approach (from brown to green). The bond component consists of a selection of high credit quality issuances. The fund’s benchmark is the UC Capture-the-Change Index (Net Return). The fund qualifies as a financial product under Article 8 of the SFDR.
Available share classes:
onemarkets UC European Movers Balanced Fund C
(retail investors, accumulating; minimum initial investment: 100 EUR)
LU2673951286
onemarkets UC Global Multibrand 60 Fund
onemarkets UC Global Multibrand 60 Fund is part of a family of 3 funds managed in line with UniCredit Group Investment Strategy's view with a different level of equity exposure. The strategies of onemarkets Global Multibrand make it possible to benefit from the entire investment expertise of UniCredit.
The equity component of the portfolio averages 60% and can fluctuate between 50% and 70%.
Available share classes:
onemarkets UC Global Multibrand 60 Fund C
(retail investors, accumulating; minimum initial investment: 100 EUR)
LU3046603257
onemarkets UC Global Multibrand 60 Fund C-HUF
(retail investors, accumulating; minimum initial investment: 100 HUF)
LU3201292573
onemarkets UC Global Multibrand 90 Fund
onemarkets UC Global Multibrand 90 Fund is part of a family of 3 funds managed in line with UniCredit Group Investment Strategy's view with a different level of equity exposure. The strategies of onemarkets Global Multibrand allow to benefit from the entire investment expertise of UniCredit. The equity component of the portfolio averages 90% and can fluctuate between 70% and 100%.
Available share classes:
onemarkets UC Global Multibrand 90 Fund C
(retail investors, accumulating; minimum initial investment: 100 EUR)
LU3046604651
onemarkets UC Global Multibrand 90 Fund C-HUF
(retail investors, accumulating; minimum initial investment: 100 HUF)
LU3201292656