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 Allianz Conservative Multi-Asset Fund
onemarkets Allianz Conservative Multi-Asset Fund is a fund with a balanced strategy and a conservative investment approach. The fund focuses on a mix of quality euro bonds and global equities with high potential, also selected according to their SRI (Social Responsible Investments) rating.
The fund has an average equity exposure of around 30% and a bond component whose duration is actively managed. Beyond traditional asset classes, the fund offers additional investment opportunities through alternative solutions (e.g. inflation-linked bonds, REITs, private equity, alternatives, etc.), emerging markets (up to 25%), commodities (up to 20%) and high-yield bonds (up to 15%).
Available share classes:
| onemarkets Allianz Conservative Multi-Asset Fund C (accumulating; minimum initial investment: 100 EUR) |
LU2595019386 | VIEW PRODUCT >> |
| onemarkets Allianz Conservative Multi-Asset Fund CD (distributing; minimum initial investment: 100 EUR) |
LU2595019469 | VIEW PRODUCT >> |
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 (accumulating; minimum initial investment: 100 EUR) |
LU2503839321 | VIEW PRODUCT >> |
| onemarkets Amundi Flexible Income Fund CD (distributing; minimum initial investment: 100 EUR) |
LU2503839248 | VIEW PRODUCT >> |
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 (accumulating; minimum initial investment: 100 EUR) |
LU2707096306 | VIEW PRODUCT >> |
| onemarkets Income Opportunities Fund C2-USD (accumulating; minimum initial investment: 100 USD) |
LU2707096058 | VIEW PRODUCT >> |
| onemarkets Income Opportunities Fund C2D-USD (distributing; minimum initial investment: 100 USD) |
LU2707096132 | VIEW PRODUCT >> |
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-USD (accumulating; minimum initial investment: 100 USD) |
LU2673955279 | VIEW PRODUCT >> |
| onemarkets BlackRock Global Diversified Balanced Fund CD-USD (distributing; minimum initial investment: 100 USD) |
LU2673954892 | VIEW PRODUCT >> |
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 (accumulating; minimum initial investment: 100 EUR) |
LU2673945718 | VIEW PRODUCT >> |
| onemarkets Capital Group US Balanced Fund CD (distributing; minimum initial investment: 100 EUR) |
LU2673945635 | VIEW PRODUCT >> |
| onemarkets Capital Group US Balanced Fund C-USD (accumulating; minimum initial investment: 100 USD) |
LU2673945809 | VIEW PRODUCT >> |
| onemarkets Capital Group US Balanced Fund CD-USD (distributing; minimum initial investment: 100 USD) |
LU2673945981 | VIEW PRODUCT >> |
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 (accumulating; minimum initial investment: 100 EUR) |
LU2595009072 | VIEW PRODUCT >> |
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 (accumulating; minimum initial investment: 100 EUR) |
LU2595023222 | VIEW PRODUCT >> |
| onemarkets Pictet Global Opportunities Allocation Fund CD (distributing; minimum initial investment: 100 EUR) |
LU2595016879 | VIEW PRODUCT >> |
onemarkets PIMCO Global Balanced Allocation Fund
The PIMCO onemarkets Global Balanced Allocation Fund seeks to achieve a positive risk-adjusted return by investing in liquid assets selected globally. The strategy involves an equity allocation of between 15% and 55%.
The manager strategically constructs the portfolio according to his or her guidelines:
Core asset allocation strategy: This is the core portfolio component. The global multi-asset approach allows for the possibility of investing across the entire global spectrum of liquid instruments, such as stocks and bonds.
Secondary asset allocation strategy: The objective is to exploit the opportunities offered by individual geographies, sectors, or companies through dynamic reallocations of positions.
Available share classes:
| onemarkets PIMCO Global Balanced Allocation Fund C (accumulating; minimum initial investment: 100 EUR) |
LU2503835766 | VIEW PRODUCT >> |
| onemarkets PIMCO Global Balanced Allocation Fund CD (distributing; minimum initial investment: 100 EUR) |
LU2503835840 | VIEW PRODUCT >> |
onemarkets UC Dynamic Global Allocation Fund
The investment focus of the onemarkets UC Dynamic Global Allocation Fund is on global equities (at least 51% and up to 100%) selected based on a quality growth approach.
The portfolio manager applied a “quality growth approach” combining a classic growth approach with a selection of companies characterised by a strong market position within a sector or innovation leadership.
In addition to the classic financial analysis, the active investment selection process takes into account environmental and social characteristics as well as good corporate governance practices.
The fund qualifies as a financial product under Article 8 of the SFDR.
Available share classes:
| onemarkets UC Dynamic Global Allocation Fund C (accumulating; minimum initial investment: 100 EUR) |
LU3046597772 | VIEW PRODUCT >> |
| onemarkets UC Dynamic Global Allocation Fund C-USD (accumulating; minimum initial investment: 100 USD) |
LU3046597939 | VIEW PRODUCT >> |
| onemarkets UC Dynamic Global Allocation Fund CD (distributing; minimum initial investment: 100 EUR) |
LU3046597855 | VIEW PRODUCT >> |
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 (accumulating; minimum initial investment: 100 EUR) |
LU2673951286 | VIEW PRODUCT >> |