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VIG Polish Bond Investment Fund
VIG Polish Bond Investment Fund
The objective of the investment fund is to make the Polish bond market accessible to the investors, and to function as a relatively stable, medium-risk investment form bringing steady real yields to our Clients on middle term already, without having to tie down their money for a fixed period of time.
The Fund mainly invests in Polish government securities issued in zloty, however, the portfolio manager has some room to complement the portfolio with other bond-type investments.
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Our goal is to achieve the highest yield while taking the lowest risk. To make investment decisions we use the tools of both fundamental and technical analysis, and we take into consideration the investor sentiment on the markets at all times. The portfolio manager seeks out potential investment opportunities based on the macro-economical expectations, the expected yield curve, the return expected on the curve and the market volatility, and selects investments that are considered to be safe and bring relatively high yields in exchange for the risks taken. The Fund strives for complete exchange risk coverage of foreign currency exposure for the target currency.
Available funds
Date - 01/07/2024
| VIG Funds | Series | Start | Risk | Recommended Time | ISIN Code | Change | Price |
|---|---|---|---|---|---|---|---|
| Polish Bond A series | HUF | 11/05/2007 | 3 | 3 years | HU0000705256 | -0.246% | 1.884 |
| Polish Bond I series | PLN | 23/12/2011 | 4 | 3 years | HU0000710942 | -0.131% | 1.245 |
| Polish Bond P series | PLN | 28/03/2014 | 4 | 3 years | HU0000713565 | -0.137% | 1.079 |
Date - 01/07/2024
| VIG Funds | YTD | 1 month | 3 months | 6 months | 12 months | 3 years | 5 years | 10 years | From beginning |
|---|---|---|---|---|---|---|---|---|---|
| Polish Bond A series | 6.609% | 1.193% | -0.471% | 6.609% | 23.483% | 7.581% | 17.991% | 41.53% | 88.385% |
| Polish Bond I series | 0.047% | 0.51% | 0.092% | 0.047% | 5.722% | -13.278% | -6.434% | 13.01% | 24.520% |
| Polish Bond P series | -0.342% | 0.378% | -0.117% | -0.342% | 4.233% | -14.05% | -9.479% | 4.669% | 7.946% |
Date - 01/07/2024
| VIG Funds | 12 months | Year 2023 | Year 2022 | Year 2021 | Year 2020 | Year 2019 | Year 2018 | Year 2017 | Year 2016 | Year 2015 | Year 2014 | Year 2013 | Year 2012 | Year 2011 | Year 2010 | Year 2009 | Year 2008 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Polish Bond A series Investment Ticket | 12.82% | 16.28% | -8.27% | -9.83% | 7.66% | 6.92% | 4.20% | 9.53% | -4.68% | -0.35% | 11.85% | -0.50% | 12.10% | 8.99% | 11.80% | 16.47% | -16.10% |
| Polish Bond I series Investment Ticket | 4.64% | 13.52% | -13.09% | -10.34% | 6.00% | 3.73% | 4.17% | 4.17% | 0.22% | 0.83% | 9.56% | 0.46% | |||||
| Polish Bond P series Investment Ticket | 3.91% | 12.73% | -13.69% | -10.96% | 5.35% | 3.10% | 3.55% | 3.56% | -0.38% | 0.22% |
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Related documents
Monthly Newsletters(15)
- VIG Polish Bond Investment Fund A series Monthly Newsletters 2024.5
- VIG Polish Bond Investment Fund I series Monthly Newsletters 2024.5
- VIG Polish Bond Investment Fund P series Monthly Newsletters 2024.5
- VIG Polish Bond Investment Fund A series Monthly Newsletters 2024.4
- VIG Polish Bond Investment Fund I series Monthly Newsletters 2024.4
- VIG Polish Bond Investment Fund P series Monthly Newsletters 2024.4
- VIG Polish Bond Investment Fund A series Monthly Newsletters 2024.3
- VIG Polish Bond Investment Fund I series Monthly Newsletters 2024.3
- VIG Polish Bond Investment Fund P series Monthly Newsletters 2024.3
- VIG Polish Bond Investment Fund A series Monthly Newsletters 2024.2
- VIG Polish Bond Investment Fund I series Monthly Newsletters 2024.2
- VIG Polish Bond Investment Fund P series Monthly Newsletters 2024.2
- VIG Polish Bond Investment Fund A series Monthly Newsletters 2024.1
- VIG Polish Bond Investment Fund I series Monthly Newsletters 2024.1
- VIG Polish Bond Investment Fund P series Monthly Newsletters 2024.1
