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 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 M
(accumulating; minimum initial investment: 100 EUR)
LU2673941212
onemarkets BlackRock Global Diversified Balanced Fund M-USD
(accumulating; minimum initial investment: 100 USD)
LU2673941642
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 M
(accumulating; minimum initial investment: 100 EUR)
LU2673946013
onemarkets Capital Group US Balanced Fund M-USD
(accumulating; minimum initial investment: 100 USD)
LU2673948738
onemarkets Multi Asset Value Fund
The onemarkets Multi-Asset Value Fund is an actively managed multi-asset and multi-strategy fund with a consistent focus on overall portfolio risk. It offers the opportunity to participate in the long-term growth of the equity market.
The strategy opens up a broad range of investment opportunities without adhering to a predetermined exposure to a specific asset class or risk profile.
The fund managers construct the portfolio by identifying diverse investment opportunities using five proprietary investment strategies. One of the fund's objectives is diversification through identifying the optimal investment time within a specific asset class and considering correlations between different financial instruments.
Available share classes:
onemarkets Multi Asset Value Fund M
(accumulating; minimum initial investment: 100 EUR)
LU2595013009
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 M
(accumulating; minimum initial investment: 100 EUR)
LU2595021283