About the fund

VIG Maraton ESG Absolute Return Investment Fund

The aim of the Fund is to create an investment portfolio that achieves annualised capital growth for investors higher than the benchmark over a 3-year time horizon while achieving the Fund?s Sustainability Objectives.

With a view to achieving these objectives, the Fund may invest in a variety of instruments, i.e. it holds primarily equity and bond-type instruments, while it may also invest in collective securities and enter into derivative transactions, subject in each case to the relevant investment limits.

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The fund does not have a geographical specification. In order to realise the investment objectives, the asset groups in the Fund?s portfolio may be varied freely, without having to adhere to a predetermined risk profile. The Fund?s investment strategy is based on sustainable value creation, aiming to build an actively managed and sufficiently diverse portfolio that takes into account both sustainability criteria and the fundamentals of the assets held. The Fund?s asset allocation strategy is based on the asset allocation model used by the Fund Manager, the Investment Clock, used by the Fund Manager to determine the asset mix with the best risk to return potential at a given point of the economic cycle. In addition to asset allocation, the Fund Manager aims to achieve the financial and sustainability objectives of the Fund through active stock and bond selection policies. Stock selection is based on sustainable growth, through the selection of stocks of companies able to achieve outstanding performance both financially and in terms of ESG risks, thus creating long-term shareholder value. When selecting bonds, the Fund Manager seeks to maximise the proportion of green bond issues, taking into account existing market constraints.

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Available funds

Date - 17/01/2025

VIG Funds Series Start Risk Recommended Time ISIN Code Change Price
Maraton C series CZK 30/05/2023 3 3 years HU0000716055 +0.409% 1.263
Maraton E series EUR 06/10/2015 3 3 years HU0000714894 +0.521% 1.091
Maraton EI series EUR 21/07/2022 3 3 years HU0000729579 +0.419% 1.202
Maraton U series USD 06/10/2015 3 3 years HU0000714902 +0.512% 1.282
Maraton UI series USD 21/07/2022 3 3 years HU0000729587 +0.419% 1.253
Maraton A series HUF 17/07/2015 3 3 years HU0000714886 +0.423% 1.450
Maraton I series HUF 09/07/2015 3 3 years HU0000714928 +0.426% 1.559
Maraton P series PLN 06/10/2015 3 3 years HU0000714910 +0.520% 1.315
Maraton R series HUF 06/10/2015 3 3 years HU0000714936 +0.426% 1.567

Date - 17/01/2025

VIG Funds YTD 1 month 3 months 6 months 12 months 3 years 5 years 10 years From beginning
Maraton C series 0.849% 0.468% 1.303% 2.887% 8.3% - - - 26.313%
Maraton E series 0.919% 0.419% 1.336% 2.755% 7.551% -2.456% -0.309% - 9.148%
Maraton EI series 0.768% 0.421% 1.406% 3.041% 7.826% - - - 20.243%
Maraton U series 1.063% 0.61% 1.651% 3.525% 8.438% 3.48% 8.111% - 28.159%
Maraton UI series 0.86% 0.555% 1.584% 3.548% 8.31% - - - 25.319%
Maraton A series 0.984% 0.595% 2.014% 4.306% 11.574% 21.981% 27.425% - 45.037%
Maraton I series 0.923% 0.684% 2.213% 4.682% 12.068% 25.491% 31.443% - 55.900%
Maraton P series 1.062% 0.628% 2.064% 4.09% 10.404% 10.546% 13.329% - 31.508%
Maraton R series 0.93% 0.694% 2.244% 4.745% 12.169% 25.982% 33.728% - 56.693%

Date - 17/01/2025

VIG Funds 12 months Year 2024 Year 2023 Year 2018 Year 2017 Year 2022 Year 2021 Year 2020 Year 2019 Year 2016
Maraton C series Investment Ticket 8.30% 7.96% 8.38% 1.40% 2.26%
Maraton E series Investment Ticket 7.55% 6.86% 12.30% -19.63% 3.54% -0.38% 7.53% -5.46% 3.71% 4.79%
Maraton EI series Investment Ticket 7.83% 7.38% 10.93%
Maraton U series Investment Ticket 8.44% 7.53% 16.38% -18.44% 3.95% 1.68% 10.46% -3.11% 5.09% 5.78%
Maraton UI series Investment Ticket 8.31% 7.60% 14.12%
Maraton A series Investment Ticket 11.57% 11.33% 26.23% -14.09% 4.54% 0.71% 8.26% -4.82% 3.94% 6.27%
Maraton I series Investment Ticket 12.07% 11.96% 27.75% -13.06% 5.60% -0.06% 9.15% -3.85% 4.78% 6.95%
Maraton P series Investment Ticket 10.40% 9.80% 17.63% -15.39% 3.76% -0.33% 9.34% -3.60% 4.78% 5.99%
Maraton R series Investment Ticket 12.17% 12.07% 27.95% -12.92% 5.68% 1.21% 9.28% -3.53% 4.57% 6.71%

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Related documents

Information Sheets (1)

Management Policies (1)

KID(5)

Semi-Annual Reports(1)

Monthly Newsletters(108)

SFDR(1)

Portfolio managers

Péter Richter

Portfolio Manager

György Pálfi

Head of Equities