VIG GreenTrend Equity Investment Fund
The primary objective of the Fund is sustainable investment, specifically to have a positive environmental impact.
It seeks to go beyond mitigating environmental harm and aims to act as a catalyst for environmental change.
Show moreWhile the Fund?s primary environmental goal is climate change mitigation, it may also contribute to its sustainability objective through other environmental or social targets. Alongside sustainable investment, the Fund also targets capital growth. It primarily, though not exclusively, aims to achieve its goals through investments in equities and equity ETFs. To support its objective, the Fund may also invest in other transferable and equity-linked securities. The Fund Manager integrates sustainability risks and their management into the Fund?s investment decision-making process. The Fund?s goal is sustainable investment, and it thus falls under Article 9 of the SFDR regulation. The Fund does not apply geographical or sector-specific restrictions, allowing it to invest globally, including in emerging markets. It intends to reach its objectives mainly with equity-type assets, primarily but not exclusively through publicly traded shares, ETFs, and open-ended, public investment funds. The Fund?s goal is sustainable investment, which it seeks to achieve mainly through a positive impact on environmental factors within the ESG universe. To this end, it plans to invest primarily in companies with a low ecological footprint, which contribute through their activities to solving global environmental issues?such as transitioning to a lower-carbon economy or adopting a circular economic model. The Fund invests mainly, though not exclusively, in companies significantly involved in energy efficiency, renewable and clean energy, pollution control, water supply and technology, waste management and recycling, sustainable agriculture and forestry, and the sharing economy. The Fund does not have a geographical focus, as environmental interests extend beyond normal economic cycles, encompassing generally global, long-term processes that affect the entire world. Since the Fund aims to benefit from long-term growth and has equity market exposure, it is recommended for investors (1) who seek to invest in securities without geographical limitations and are backed by companies that focus on environmental factors in their activities, (2) whose primary goal is sustainable investment, and (3) who have a high risk tolerance and are willing to accept significant fluctuations in the value of their investments. The asset manager has discretionary authority to decide, based on market conditions, whether to reduce currency risk in positions denominated in currencies other than the target currency by entering into hedging transactions. For efficient portfolio management, the exposure from derivative transactions may not exceed 30% of the Fund?s net asset value.
Available funds
Date - 02/12/2024
VIG Funds | Series | Start | Risk | Recommended Time | ISIN Code | Change | Price |
---|---|---|---|---|---|---|---|
VIG GreenTrend Equity Fund A series | HUF | 26/08/2024 | 5 | 4 years | HU0000733357 | +0.906% | 1.049 |
VIG GreenTrend Equity Fund EI series | EUR | 26/08/2024 | 4 | 4 years | HU0000733399 | +0.683% | 1.004 |
VIG GreenTrend Equity Fund UI series | USD | 26/08/2024 | 4 | 4 years | HU0000733415 | +0.267% | 0.944 |
Date - 02/12/2024
VIG Funds | YTD | 1 month | 3 months | 6 months | 12 months | 3 years | 5 years | 10 years | From beginning |
---|---|---|---|---|---|---|---|---|---|
VIG GreenTrend Equity Fund A series | - | 4.089% | 5.993% | - | - | - | - | - | 4.865% |
VIG GreenTrend Equity Fund EI series | - | 2.771% | 0.861% | - | - | - | - | - | 0.354% |
VIG GreenTrend Equity Fund UI series | - | -0.577% | -4.024% | - | - | - | - | - | -5.632% |
Date - 02/12/2024
VIG Funds | 12 months |
---|---|
VIG GreenTrend Equity Fund A series Investment Ticket | 0.00% |
VIG GreenTrend Equity Fund EI series Investment Ticket | 0.00% |
VIG GreenTrend Equity Fund UI series Investment Ticket | 0.00% |
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Related documents
Monthly Newsletters(9)
- VIG GreenTrend Equity Investment Fund A series Monthly Newsletters 2024.10
- VIG GreenTrend Equity Investment Fund EI series Monthly Newsletters 2024.10
- VIG GreenTrend Equity Investment Fund UI series Monthly Newsletters 2024.10
- VIG GreenTrend Equity Investment Fund A series Monthly Newsletters 2024.9
- VIG GreenTrend Equity Investment Fund UI series Monthly Newsletters 2024.9
- VIG GreenTrend Equity Investment Fund EI series Monthly Newsletters 2024.9
- VIG GreenTrend Equity Investment Fund A series Monthly Newsletters 2024.8
- VIG GreenTrend Equity Investment Fund EI series Monthly Newsletters 2024.8
- VIG GreenTrend Equity Investment Fund UI series Monthly Newsletters 2024.8