Perfectly orchestrated: The new way of fund management
With onemarkets, UniCredit is expanding its range of investment solutions by exclusively offering our clients actively managed investment funds which combine UniCredit's expertise with the experience of some of the best asset managers on the market.
In both instances, UniCredit is involved in defining the characteristics of the investment policy and monitors the quality and risk-return profile of the strategy over time.
Integrating sustainability into everything we do is one of UniCredit's strategic imperatives. 20 onemarkets Fund solutions fall under Article 8 of the SFDR classification, i.e. they "promote, among other characteristics, environmental or social characteristics or a combination of these, provided that the companies/entities in which the investments are made comply with good governance practices"1.
1The decision to invest in such funds should take into account all their objectives and characteristics as described in their prospectuses and KIDs.
The onemarkets Fund's DNA consists of three pillars: Client Centricity, Competence & Uniqueness.
CLIENT CENTRICITY
Client-focused advisory approach coupled with sound consulting competence.
- The selection of an appropriate range for the onemarkets Fund offer is based on our knowledge of our clients and their needs and on a team of experts with the ability to analyse the markets and to identify relevant market opportunities.
- As the partner of choice for our clients to meet increasingly sophisticated needs, we are further strengthening our consultancy and investment solution design skills.
- In order to offer an high quality service to the client, our consultants periodically undergo continuous training and benefit from the up-to-date knowledge that comes from our active role in professional associations at both local and European level
COMPETENCE
The value of the experience and expertise of the UniCredit teams involved in defining product features.
- We leverage the strengths of UniCredit's Chief Investment Strategy Team at Group level and in the local banks when analysing markets, new trends and relevant investment opportunities. In collaboration with teams of advisory, product and structuring experts, our strategy is translated into tailored investment solutions.
- Specific bespoke fund strategies are created in close collaboration with selected well known external fund management companies.
- Our experts continuously monitor the funds' performance to ensure the maintenance of quality and risk-return profile of the strategy throughout the cycle.
UNIQUENESS
Deliver best-in-class client-focused products developed in-house or through partnering with prestigious asset managers.
- With onemarkets Fund, we are exclusively offering UniCredit clients a unique set of investment solutions which are managed by UniCredit experts or by carefully selected quality partners including Amundi, Allianz Global Investors, BlackRock, Capital Group, Fidelity, J.P. Morgan, Pictet, PIMCO and Rockefeller.
- UniCredit has a long track record of creating investment solutions that reflect both market opportunities and customer needs, without forgetting the focus on sustainability that is now a priority for UniCredit in the construction of its products.
- With our mix of bond, equity and multi-asset funds, we have identified themes that provide our clients with a well-balanced offering to select relevant
investment solutions in line with their individual needs, risk tolerance, market view and investment horizons.
Find out more about onemarkets:
Find out more about onemarkets in Italy
Find out more about investements in Italy
Find out more about onemarkets in Germany
Find out more about onemarkets in Austria
Find out more about onemarkets in Czech Republic
Find out more about onemarkets in Slovakia
Find out more about onemarkets in Hungary
Find out more about onemarkets in Bulgaria
Find out more about onemarkets in Romania
Please refer to the prospectus of onemarkets Fund (the "Fund") and to the Key Information Document (KID) before making any final investment decisions. This material is not intended to be relied upon as a forecast, research or investment advice and is not a recommendation or offer to buy or sell any securities or to adopt any investment strategy; it is for advertising purposes only and does not constitute legal, accounting or tax advice. This document contains information relating to the sub-funds (the "Sub-Fund") of the Fund, an undertaking for collective investment in transferable securities (UCITS), subject to Part I of the Luxembourg Law of 17 December 2010 relating to undertakings for collective investment, as amended, in the form of an investment company with variable capital, registered with the Luxembourg Trade and Companies Register under no. B 271.238. The Sub-Fund is offered in the jurisdictions detailed in the prospectus for distribution and marketing in accordance with the applicable regulations.
For full and accurate information on the Fund and its sub-funds (including the investment policies, strategies, related risks, costs and fees etc.), please refer to the Fund documents mentioned hereafter.
Potential investors should examine whether the risks associated with investing in the Sub-Funds are appropriate to their situation and should also ensure that they fully understand the structure of the Sub-Funds and the risk associated with the investment. In case of doubt, it is recommended to consult a financial advisor in order to determine if the investment in the Sub-Funds is appropriate. The value of the shares and the profit from an investment in the Fund could go down or up, depending on the market conditions. The Sub-Funds do not offer any guarantee of return. Furthermore, past performance is not indicative of future results. The returns presented do not hold in consideration of any fees and costs incurred in subscribing and redeeming the shares.
It is not addressed to any "U.S. Person" as defined in the Securities Act of 1933 and the prospectus of the Company (the "Prospectus"). The Prospectus, the KID and further documents and forms related to the Sub-Funds are not available to investors in certain countries in which the Fund is not registered and not offered for distribution and marketing purposes.
Before making any investment decision, please read the KID (in local language) and the Prospectus (available in English and the respective local language with the English version representing the legally binding one) and the articles of incorporation of the Fund (in English language), which are available at https://www.structuredinvest.lu and can be obtained as hard copy free of charge by request of the investor, together with the latest annual reports and half annual reports at the registered offices of the Management Company (as defined below) and at the distributors' premises.
A summary of the information on investor rights as well as the instruments of collective redress can be found in English at: https://www.structuredinvest.lu/lu/en/fund-platform/about-us.html.
This marketing communication is published by Structured Invest S.A., the Fund's management company.
Structured Invest S.A. (the "Management Company") was incorporated under the name Structured Invest on 16 November 2005 in the Grand Duchy of Luxembourg as a public limited company ("société anonyme") for an indefinite period and is registered with the Luxembourg commercial and company register, Registre de Commerce et des Sociétés, under no. B 112.174. The Management Company has its registered office at 8-10 rue Jean Monnet, L 2180 Luxembourg, Grand Duchy of Luxembourg, and it is part of UniCredit Group.
The Management Company may decide to terminate the arrangements made for the marketing of its collective investment undertakings in accordance with Article 93a of Directive 2009/65/EC.
Status: August 2023