About the fund

VIG SocialTrend ESG Equity Investment Fund

The purpose of the investment fund is to create an equity fund that can profit from long-term demographic changes and the related changes in consumer habits.

The Fund aims to achieve long-term capital growth by investing in global companies that can benefit from the growth and aging of the population, the social and economic changes associated with a healthy lifestyle, urbanisation, the expansion of the emerging markets? middle class and the global economic trends stemming from these social changes, as well as the changing consumption habits driven by such demographic changes.

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The Fund aims to achieve its objectives through equity-type instruments, primarily exchange-traded funds (ETFs), equities and open-ended public investment funds. The Fund takes a forward-looking approach and actively seeks companies in industries that can benefit from the long-term global demographic changes and related changes in consumer habits. Investments are made in companies that have strong fundamentals and are well positioned for long-term value creation and competitive advantage due to demographic and social changes. Trends related to demographic and social changes are long-term processes that go beyond normal economic cycles and are generally global and affect the entire world. Consequently, the Fund is not subject to any geographical restrictions. Since the Fund aims to profit from long-term growth and has significant exposure to the equity market, we recommend the Fund to investors who want to invest in the longer term and have a relatively high willingness to take risk.

Available funds

Date - 19/12/2024

VIG Funds Series Start Risk Recommended Time ISIN Code Change Price
SocialTrend ESG Fund A series USD 29/02/2024 4 4 years HU0000733019 -1.929% 1.027
SocialTrend ESG Fund B series HUF 11/03/2024 4 4 years HU0000733035 +0.016% 1.133
SocialTrend ESG Fund C series CZK 02/05/2024 4 4 years HU0000733050 -1.910% 1.026
SocialTrend ESG Fund CI series CZK 02/05/2024 4 4 years HU0000733068 -1.920% 1.036
SocialTrend ESG Fund E series EUR 11/03/2024 4 4 years HU0000733076 -1.142% 1.079
SocialTrend ESG Fund EI series EUR 11/03/2024 4 4 years HU0000733084 -1.138% 1.091
SocialTrend ESG Fund I series HUF 29/02/2024 4 4 years HU0000733043 +0.020% 1.134
SocialTrend ESG Fund UI series USD 11/03/2024 4 4 years HU0000733027 -1.925% 1.039

Date - 19/12/2024

VIG Funds YTD 1 month 3 months 6 months 12 months 3 years 5 years 10 years From beginning
SocialTrend ESG Fund A series - -0.614% -3.164% 2.133% - - - - 2.738%
SocialTrend ESG Fund B series - 1.257% 9.183% 9.371% - - - - 13.286%
SocialTrend ESG Fund C series - -0.791% -3.589% 1.312% - - - - 2.562%
SocialTrend ESG Fund CI series - -0.612% -3.134% 2.135% - - - - 3.609%
SocialTrend ESG Fund E series - 0.378% 3.828% 4.859% - - - - 7.892%
SocialTrend ESG Fund EI series - 0.493% 4.211% 5.641% - - - - 9.141%
SocialTrend ESG Fund I series - 1.373% 9.586% 10.187% - - - - 13.391%
SocialTrend ESG Fund UI series - -0.498% -2.803% 2.897% - - - - 3.931%

Date - 19/12/2024

VIG Funds 12 months
SocialTrend ESG Fund A series Investment Ticket 0.00%
SocialTrend ESG Fund B series Investment Ticket 0.00%
SocialTrend ESG Fund C series Investment Ticket 0.00%
SocialTrend ESG Fund CI series Investment Ticket 0.00%
SocialTrend ESG Fund E series Investment Ticket 0.00%
SocialTrend ESG Fund EI series Investment Ticket 0.00%
SocialTrend ESG Fund I series Investment Ticket 0.00%
SocialTrend ESG Fund UI series Investment Ticket 0.00%

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Related documents

Information Sheets (1)

Management Policies (1)

KID(6)

Semi-Annual Reports(1)

Monthly Newsletters(70)

Portfolio managers

Péter Richter

Portfolio Manager

György Pálfi

Head of Equities