VIG Marathon Selection Fund

The aim of the Fund is to create an investment portfolio that achieves annualised capital growth for investors higher than the benchmark over a 3-year time horizon while achieving the Fund's Sustainability Objectives.

With a view to achieving these objectives, the Fund may invest in a variety of instruments, i.e. it holds primarily equity and bond-type instruments, while it may also invest in collective securities and enter into derivative transactions, subject in each case to the relevant investment limits.

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The fund does not have a geographical specification. In order to realise the investment objectives, the asset groups in the Fund's portfolio may be varied freely, without having to adhere to a predetermined risk profile. The Fund's investment strategy is based on sustainable value creation, aiming to build an actively managed and sufficiently diverse portfolio that takes into account both sustainability criteria and the fundamentals of the assets held. The Fund's asset allocation strategy is based on the asset allocation model used by the Fund Manager, the Investment Clock, used by the Fund Manager to determine the asset mix with the best risk to return potential at a given point of the economic cycle. In addition to asset allocation, the Fund Manager aims to achieve the financial and sustainability objectives of the Fund through active stock and bond selection policies. Stock selection is based on sustainable growth, through the selection of stocks of companies able to achieve outstanding performance both financially and in terms of ESG risks, thus creating long-term shareholder value. When selecting bonds, the Fund Manager seeks to maximise the proportion of green bond issues, taking into account existing market constraints.

Available share classes

Date - 2026-02-26

VIG Funds Start Start Risk Rec. Time ISIN Code Change Price Asset value
Marathon C series CZK 30-05-2023 3 3 years HU0000716055 +0.052% 1.388805 73 785 050
Marathon E series EUR 06-10-2015 3 3 years HU0000714894 +0.031% 1.195853 12 759 920
Marathon EI series EUR 21-07-2022 3 3 years HU0000729579 +0.039% 1.319447 4 603 811
Marathon U series USD 06-10-2015 3 3 years HU0000714902 +0.038% 1.440277 7 725 486
Marathon UI series USD 21-07-2022 3 3 years HU0000729587 +0.060% 1.416084 2 130 704
Marathon A series HUF 17-07-2015 3 3 years HU0000714886 +0.039% 1.643426 8 447 156 909
Marathon I series HUF 09-07-2015 3 3 years HU0000714928 +0.042% 1.784782 4 159 970 484
Marathon P series PLN 06-10-2015 3 3 years HU0000714910 +0.005% 1.478219 5 884 021
Marathon R series HUF 06-10-2015 3 3 years HU0000714936 +0.042% 1.796477 1 167 862 377
VIG Funds YTD 1 month 3 months 6 months 12 months 3 years 5 years 10 years From beginning
Marathon C series 2.748% 0.479% 3.738% 4.64% 7.506% - - - 38.881%
Marathon E series 2.846% 0.335% 3.859% 4.581% 6.85% 30.547% 8.928% 20.33% 19.585%
Marathon EI series 2.637% 0.478% 3.504% 4.595% 7.232% 30.017% - - 31.945%
Marathon U series 3.13% 0.426% 4.315% 5.666% 9.266% 38.979% 18.851% 44.385% 44.028%
Marathon UI series 3.302% 0.753% 4.59% 6.118% 9.764% 36.344% - - 41.608%
Marathon A series 3.076% 0.73% 4.391% 6.139% 10.576% 54.17% 42.343% 63.719% 64.343%
Marathon I series 3.231% 0.812% 4.645% 6.656% 11.602% 58.156% 49.275% 76.151% 78.478%
Marathon P series 2.848% 0.47% 4.061% 5.321% 9.276% 41.824% 27.078% 48.866% 47.822%
Marathon R series 3.251% 0.822% 4.677% 6.721% 11.749% 58.743% 50.35% 79.633% 79.648%
VIG Funds 12 months 2025 2024 2023 2018 2017 2022 2021 2020 2019 2016
Marathon C series Investment Ticket 7.65% 7.92% 7.96% 8.38% 1.40% 2.26%
Marathon E series Investment Ticket 7.04% 7.51% 6.86% 12.30% -19.63% 3.54% -0.38% 7.53% -5.46% 3.71% 4.79%
Marathon EI series Investment Ticket 7.38% 7.73% 7.38% 10.93%
Marathon U series Investment Ticket 9.46% 10.13% 7.53% 16.38% -18.44% 3.95% 1.68% 10.46% -3.11% 5.09% 5.78%
Marathon UI series Investment Ticket 9.91% 10.33% 7.60% 14.12%
Marathon A series Investment Ticket 10.72% 11.01% 11.33% 26.23% -14.09% 4.54% 0.71% 8.26% -4.82% 3.94% 6.27%
Marathon I series Investment Ticket 11.74% 11.92% 11.96% 27.75% -13.06% 5.60% -0.06% 9.15% -3.85% 4.78% 6.95%
Marathon P series Investment Ticket 9.46% 10.45% 9.80% 17.63% -15.39% 3.76% -0.33% 9.34% -3.60% 4.78% 5.99%
Marathon R series Investment Ticket 11.89% 12.07% 12.07% 27.95% -12.92% 5.68% 1.21% 9.28% -3.53% 4.57% 6.71%

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