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Our ESG and Sustainable Funds

In line with our sustainability goals, we manage only SFDR Article 6, 8, and 9 funds:

• Article 6 funds consider sustainability risks but do not promote ESG factors or pursue sustainability objectives.
• Article 8 funds promote environmental and/or social characteristics and invest in companies with sound governance. They consider at least one ESG factor (e.g., ESG rating, PAI metrics, shareholder engagement, or sustainable investments). Our Article 8 funds include:
  • VIG Emerging Markets ESG Equity Fund
  • VIG Maraton Multi Asset Fund
  • VIG InnovationTrend ESG Equity Fund
  • VIG SocialTrend ESG Equity Fund
• Article 9 funds are sustainable investment products with clear sustainability objectives, such as reducing carbon emissions. They differ from other fund types by prioritizing positive environmental and/or social impacts, with financial returns as a secondary objective. These funds:
  • Invest exclusively in sustainable assets
  • Apply all mandatory ESG factors and PAI indicators
  • May align with the EU Taxonomy
  • Must comply with the Do No Significant Harm (DNSH) principle

Only a small percentage of European funds meet Article 9 criteria (4.3% as of Q4 2024). We were the first in Hungary to launch approved Article 9 sustainable funds approved by the Hungarian Regulator:

• VIG GreenTrend Equity Fund
• VIG GreenBond Fixed Income Fund

All other funds we offer fall under SFDR Article 6 category.