VIG Polish Equity Investment Fund

The Fund aims to share in the returns of the Polish stock market, and to profit from Polish economic growth through stock prices and dividend income.

In accordance with the risk characteristics of equity investments, the Fund qualifies as a high-risk investment.

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According to the Fund Manager?s intentions, the bulk of the Fund?s portfolio is made up of the shares of foreign companies issued through public offerings. The primary investment targets are the securities, traded on the stock exchange or about to be listed on the stock exchange, of companies that operate in Poland or that derive a significant portion of their revenues from Poland, or whose shares are listed on the Warsaw Stock Exchange. The Fund may also invest in equities of other Central and Eastern European companies (Austria, Czech Republic, Hungary, Russia, Romania and Turkey). When developing the portfolio, the shares determine the nature of the Fund, and thus the proportion of shares that can be held in the Fund at any given time may reach the prevailing legal maximum. The Fund holds more than 30% of its assets in currencies other than the local currency (HUF).

Available share classes

Date - 2025-09-12

VIG Funds Start Start Risk Rec. Time ISIN Code Change Price Asset value
Polish Equity Fund A series PLN 22-01-2019 5 4 years HU0000710835 -0.731% 1.333385 87 733 652
Polish Equity Fund B series HUF 03-01-2012 5 4 years HU0000710843 -0.972% 2.321145 4 933 455 295
Polish Equity Fund I series PLN 03-01-2012 5 4 years HU0000710850 -0.727% 1.974569 68 940 673
VIG Funds YTD 1 month 3 months 6 months 12 months 3 years 5 years 10 years From beginning
Polish Equity Fund A series 30.618% -5.346% 4.212% 10.462% 26.012% 93.419% 79.433% - 33.339%
Polish Equity Fund B series 24.822% -6.314% 1.929% 6.446% 25.602% 112.127% 105.229% 89.063% 132.115%
Polish Equity Fund I series 31.956% -5.23% 4.595% 11.275% 27.853% 102.025% 92.15% 66.888% 97.457%
VIG Funds 12 months 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Polish Equity Fund A series Investment Ticket 25.09% -3.93% 36.81% -23.07% 20.14% -9.19% -7.45%
Polish Equity Fund B series Investment Ticket 24.83% 4.99% 41.12% -18.24% 21.67% -6.59% 0.01% -10.05% 28.61% 6.87% -11.01% 1.62% -0.37%
Polish Equity Fund I series Investment Ticket 26.90% -2.52% 38.80% -21.95% 21.81% -8.26% -3.36% -10.44% 21.83% 11.88% -10.34% -0.78% 0.69% 24.40%

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              Portfolio managers

              György Pálfi