New York-based Rockefeller Asset Management is to have an equity fund distributed through pan-European bank UniCredit as the onemarkets Rockefeller Global Innovation Equity Fund.
Rockefeller, owned by Rockefeller Capital Management, says it is the first time Rockefeller has partnered with an Italian institution for distribution for such a fund.
The fund will be made available to clients across UniCredit’s network, via the bank’s onemarkets fund range and seeks outperformance over global equities by identifying primarily large- and some mid-cap companies that are “inspiring, enabling and accelerating” innovation.
Rolando F. Morillo and Jose Garza both manage the fund as co-portfolio managers for thematic investments.
Chip Montgomery, president of Rockefeller Asset Management International, said: “We believe this fund is a compelling opportunity for European investors seeking to capitalise on innovation and is a truly differentiated global equity offering in the European market.”
Claudia Vacanti, head of group investment & protection products at UniCredit, said: “At its core, our onemarkets fund family is all about delivering bespoke, best-in-class asset management strategies to clients across our Group. Our partnership with Rockefeller Asset Management goes exactly in this direction – and we’re pleased to bring their skills and expertise on board via the onemarkets Rockefeller Global Innovation Fund, which will give investors exclusive exposure to the very best in innovation.”
UniCredit launched the onemarkets fund range in October 2022.
Rockefeller Asset Management has about $13.3 billion in assets under management and advice.
