Sub-funds - onemarkets by UniCredit Bulgaria
The diversity of the onemarkets fund family
Our fund strategies cover a wide range of asset classes – including equities, bonds, multi-asset funds and solutions, designed to address particular client needs. By combining these asset classes in a targeted manner, we enable broad diversification to exploit all market opportunities.
Equity funds
Equity funds pursue a long-term growth objective and generally offer higher return opportunities than bond funds – albeit with greater fluctuations.
onemarkets Allianz Global Equity Future Champions Fund
onemarkets Allianz Global Equity Future Champions Fund is an actively managed equity fund. The objective of the investment strategy is "sustainability", which for the fund manager does not only mean fighting for change, but also sustainable use of the planet's resources and inclusive capitalism.
This fund invests in a broadly diversified manner in around 100 Future Champions, i.e. leading companies in terms of SRI rating, greenhouse gas containment and financial criteria. The fund provides diversified exposure to the global equity market by assigning equal weight to each company. Companies are identified on the basis of a comprehensive assessment of their sustainability carried out at least every six months.
Available share classes:
| onemarkets Allianz Global Equity Future Champions Fund C (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2595019030 | VIEW PRODUCT >> |
onemarkets Amundi Climate Focus Equity Fund
The onemarkets Amundi Climate Focus Equity Fund focuses on companies that aim to reduce carbon dioxide (CO2) emissions in developed markets to facilitate the transition to a “Net Zero” world.
The portfolio selection is highly diversified and based on three types of companies: "Climate Champions": companies that are already at a very advanced stage in reducing carbon emissions and that, thanks to their investments, have an implicit positive impact on the environment; "Climate Committed": companies that have committed to adopting corrective measures to address climate issues and investing more in decarbonization; and "Climate Enablers": companies that produce innovative technologies, products, and services that facilitate the transition to a low-carbon world.
Available share classes:
| onemarkets Amundi Climate Focus Equity Fund C (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2503843430 | VIEW PRODUCT >> |
onemarkets BlackRock Global Equity Dynamic Opportunities Fund
The onemarkets BlackRock Global Equity Dynamic Opportunities Fund is a diversified, actively managed global equity fund that seeks to outperform global equity markets over the long term through macroeconomic analysis, fundamental research, and thematic exposure, while maintaining a sustainable portfolio focus.
The fund invests in approximately 100–120 shares of global companies with stable business models based on quality and cash flow generation.
Available share classes:
| onemarkets BlackRock Global Equity Dynamic Opportunities Fund C (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2503836814 | VIEW PRODUCT >> |
onemarkets Fidelity Longevity & Leisure Fund
onemarkets Fidelity Longevity & Leisure Fund is a global equity fund that aims to achieve capital growth and is designed for investors who seek to take advantage of long-term structural trends such as changing demographics, but with a specific focus on longevity.
Longevity is a megatrend and offers companies a completely new sales market and new opportunities. onemarkets Fidelity Longevity & Leisure Fund identifies four sub-themes into which longevity can be divided and from which interesting investment opportunities could be drawn: Health, Lifestyle, Wealth and planet “earth” longevity. The fund qualifies as a financial product under Article 8 of the SFDR.
Available share classes:
| onemarkets Fidelity Longevity & Leisure Fund C (private investors, accumulating; minimum initial investment: 100 EUR) |
LU3046598580 | VIEW PRODUCT >> |
onemarkets Fidelity World Equity Income Fund
The onemarkets Fidelity European Heritage Equity Fund is an actively managed equity fund. The portfolio consists of 60 – 100 European family-owned companies that are selected based on careful consideration of corporate governance.
Available share classes:
| onemarkets Fidelity World Equity Income Fund C (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2503841905 | VIEW PRODUCT >> |
onemarkets J.P. Morgan Emerging Countries Fund
The strategy invests in a broadly diversified portfolio: 400-800 companies based in Emerging Markets: from China to India, from South Africa to Chile. The J.P. Morgan AM investment platform gives investors access to over 1,300 emerging market companies analysed by a team of over 100 investment managers and analysts, one of the largest and longest-serving teams in the industry.
Available share classes:
| onemarkets J.P. Morgan Emerging Countries Fund C (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2503834447 | VIEW PRODUCT >> |
| onemarkets J.P. Morgan Emerging Countries Fund C-USD (private investors, accumulating; minimum initial investment: 100 USD) |
LU2693799285 | VIEW PRODUCT >> |
onemarkets J.P. Morgan US Equities Fund
The onemarkets J.P. Morgan US Equities Fund aims to achieve long-term capital growth by investing primarily in U.S. companies with positive or improving environmental and social characteristics.
J.P. Morgan Asset Management approaches sustainability with a clear, multi-step process. First, it excludes unsustainable sectors and business models. Furthermore, internal research identifies sustainability leaders with whom it engages in ongoing dialogue on sustainability issues.
Available share classes:
| onemarkets J.P. Morgan US Equities Fund C (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2595018065 | VIEW PRODUCT >> |
| onemarkets J.P. Morgan US Equities Fund C-USD (private investors, accumulating; minimum initial investment: 100 USD) |
LU2693801016 | VIEW PRODUCT >> |
onemarkets Rockefeller Global Innovation Equity Fund
onemarkets Rockefeller Global Innovation Equity Fund is a high-conviction fund (approximately 50-70 companies) that focuses on identifying companies with innovative businesses that are already inspiring, developing and accelerating societal change, while also incorporating Rockefeller’s ESG factors. These are large-cap global companies that have the potential to become the leaders of tomorrow.
This means that onemarkets Rockefeller Global Innovation Equity Fund invests in equity securities of companies located around the world whose business activities are linked to innovation and the underlying global transitions in the areas of technology, health and well-being, demographics and decarbonization (“Global Innovation and Transition Companies”).
Available share classes:
| onemarkets Rockefeller Global Innovation Equity Fund C (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2673954033 | VIEW PRODUCT >> |
onemarkets UC European Equity Stars Fund
onemarkets UC European Equity Stars Fund invests in 50-90 selected European equities with an active bottom-up approach that includes sustainability criteria as a growth driver for companies. The fund is actively managed by Schoeller Bank Invest, the UniCredit Group ESG hub, who rely on an ethical committee for the selection of companies. onemarkets UC European Equity Stars Fund qualifies as a financial product under Article 8 of the SFDR and promotes environmental and social characteristics (E/S).
Available share classes:
| onemarkets UC European Equity Stars Fund C (private investors, accumulating; minimum initial investment: 100 EUR) |
LU3046606433 | VIEW PRODUCT >> |
Bond funds
Bond funds are considered a comparatively lower-risk form of investment. They invest mainly in fixed-income securities such as government and corporate bonds with fixed maturities and regular interest payments (coupons).
onemarkets BlackRock Low Duration Bond Fund
The onemarkets BlackRock Low Duration Bond Fund is a short duration bond fund invested primarily in euro-denominated securities. One of the fund’s key features is its flexibility. In an environment where interest rates can change rapidly, the flexible management of duration (sensitivity to changes in interest rates), which ranges from -2 to +2 years, makes this an attractive instrument for taking advantage of the macroeconomic and credit environment.
The onemarkets BlackRock Low Duration Bond Fund uses two main strategies to identify opportunities: relative value and non-traditional bond strategies (asset-backed securities or mortgage-backed securities) and a traditional unconstrained approach to maximise returns with low volatility.
The fund invests across the bond spectrum, seeking opportunities in government bonds, multinational bonds, corporate bonds and asset-backed securities.
Available share classes:
| onemarkets BlackRock Low Duration Bond Fund M (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2673943267 | VIEW PRODUCT >> |
onemarkets PIMCO Global Short Term Bond Fund
A diversified, global strategy that invests in bonds and aims to generate potential income through a mix of interest payments (yields) and price gains. However, capital preservation is always the top priority.
In order to achieve its investment objectives, the fund invests in global bonds denominated in the most important world currencies. These include primarily, but not exclusively, government bonds or government-related securities, as well as short and medium-term corporate bonds. The average duration of the investments in the portfolio normally varies between zero and five years.
Available share classes:
| onemarkets PIMCO Global Short Term Bond Fund C (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2595022414 | VIEW PRODUCT >> |
onemarkets PIMCO Global Strategic Bond Fund
The fund invests in a diversified, actively managed portfolio of global bonds. This includes primarily, but not exclusively, government bonds or government-related securities, as well as corporate bonds denominated in currencies from industrialised or emerging countries. The average duration of the portfolio is normally between two and eight years.
The fund is actively managed, but without reference to a specific benchmark or comparative index. The strategy is flexible and makes it possible to focus on those investment ideas in the world of bonds that the PIMCO portfolio managers are convinced of. At the same time, the portfolio retains certain characteristics of a “core” strategy.
Available share classes:
| onemarkets PIMCO Global Strategic Bond Fund C (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2595024469 | VIEW PRODUCT >> |
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 (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2595019386 | 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 (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2503839321 | 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-USD (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2707096058 | VIEW PRODUCT >> |
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 (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2595015632 | 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-USD (private investors, accumulating; minimum initial investment: 100 USD) |
LU2673945809 | 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 (private investors, 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 (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2595023222 | 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 (private investors, accumulating; minimum initial investment: 100 EUR) |
LU2503835766 | VIEW PRODUCT >> |
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 (private investors, accumulating; minimum initial investment: 100 EUR) |
LU3046604651 | VIEW PRODUCT >> |
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If you have any questions about onemarkets Funds, contact our experts at UniCredit Bulbank, call 0 700 184 84 or visit unicreditbulbank.bg |
onemarkets Fund is the UniCredit UCITS (= Undertakings for Collective Investments in Transferable Securities) umbrella fund platform incorporated as a société d’investissement à capital variable, société anonyme (investment company with variable capital, public limited company) managed by UniCredit Invest Lux S.A.
THIS IS A MARKETING COMMUNICATION. Before making any investment decision, please read the IPO (in Bulgarian) and the Prospectus (in English, the English version being the legally binding one) and the Fund’s Articles of Association (in English), which are available at www.structuredinvest.lu and can be obtained free of charge in hard copy upon request by the investor, together with the latest annual reports and semi-annual reports at the registered office of the Management Company (as defined below) and at the premises of the distributors. In the territory of the Republic of Bulgaria, UniCredit Bulbank AD is a sub-distributor of units of funds offered on the onemarkets Fund platform, managed by UniCredit Invest Lux S.A.
The value of the Shares and the income from an investment in the Fund may fall or rise depending on market conditions and investors may not get back the capital invested. None of the Sub-Funds offers any guarantee of return.
We draw the attention of investors to the fact that the relevant Management Company may decide to terminate the arrangements it has concluded for the distribution of the Units of its Funds in accordance with Directive 2009/65/EC.