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VIG Opportunity Developed Market Equity Fund

The Fund aims to profit from the yields on global equity market investments through equity price increases and dividend income.
The Fund aims to achieve its objectives through equity-type instruments, primarily exchange-traded funds (ETFs) and equities.

When compiling the equity portfolio, the aim shall be to create a long-term investment portfolio based primarily on fundamental analyses, while also taking into account the macroeconomic environment of the investment markets.

Although the Fund has a benchmark, in the event of a likelihood of positive trends at the level of individual equities / in certain sub-markets, the asset manager has the possibility to deviate from the Fund?s benchmark to the extent consistent with the investment policy (and strictly considering the risks). As the Fund has significant exposure to stock markets, it is recommended for risk-taking investors with a long-term investment horizon. To ensure the requisite liquidity, the Fund may purchase domestic and international bonds, or enter into deposit and repo transactions, and the use of derivative transactions to cover currency risk is also permitted.
The Fund Manager minimizes the currency risk of the current series of the Fund against the Fund's target currency using currency forward contracts allocated exclusively to this series.

Available share classes

Date - 2026-10-09

VIG Funds Start Start Risk Rec. Time ISIN Code Change Price Asset value
VIG Opportunity Fund HUF-RP HUF 21-04-1999 4 4 years HU0000702485 -0.403% dropping 3.840764 4 251 887 256
VIG Opportunity Fund EUR-RP EUR 29-10-2007 4 4 years HU0000705918 -0.318% dropping 2.629275 23 247 576
VIG Opportunity Fund HUF-IP HUF 15-08-2013 4 4 years HU0000712393 -0.399% dropping 4.549998 58 378 377 290
VIG Opportunity Fund CZKH-RP CZK 11-08-2025 4 4 years HU0000736251 -0.391% dropping 1.189452 2 205 880
VIG Opportunity Fund USD-RP USD 11-08-2025 4 4 years HU0000736277 -0.390% dropping 1.195284 488 155
VIG Funds YTD 1 month 3 months 6 months 12 months 3 years 5 years 10 years From beginning
VIG Opportunity Fund HUF-RP 10.411% 4.816% 6.137% 12.011% 10.182% 49.586% 69.429% 214.897% 284.076%
VIG Opportunity Fund EUR-RP 16.12% 4.146% 3.785% 15.582% 17.891% 58.497% 66.198% 161.334% 154.126%
VIG Opportunity Fund HUF-IP 11.479% 4.92% 6.469% 12.712% 11.565% 55.301% 79.51% 248.609% 355.000%
VIG Opportunity Fund CZKH-RP 15.38% 0.327% 1.691% 17.878% 14.426% - - - 18.945%
VIG Opportunity Fund USD-RP 10.728% 0.181% 1.632% 10.808% 13.608% - - - 19.528%

Charting tool

Selected funds

Moving averages (only for 1 selected fund) A moving average is a calculation used on a chart that shows the average price or value of an asset over a predetermined period of time, helping to identify the overall trend rather than short-term fluctuations.

The returns shown in the charting tool are based on net asset value.

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      Portfolio managers

      Zsolt Kardos