Equity - onemarkets by UniCredit Bulgaria
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 >> |