VIG InnovationTrend ESG Equity Investment Fund

The purpose of the investment fund is to create an equity fund that seeks to benefit from innovation in various industries.

The Fund aims to achieve long-term capital growth by investing in global companies that are at the forefront of the use of disruptive technologies and can thus play a leading role in their industries.

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Disruptive technology refers to innovations or developments that significantly change or disrupt existing industries, business models, products or services. Such trends include, for example, big data (artificial intelligence, cyber security, quantum computers), e-mobility (electric cars and related battery technologies), digitisation and related entertainment (metaverse, e-sports) and, last but not least, fintech and robotics industry breakthroughs.
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 show potential for growth through technological innovation. Investments are made in companies that have strong fundamentals and are capable of long-term value creation and achieving competitive advantage through innovation. The investment philosophy is based on the belief that innovation is a key driver of long-term business success and shareholder value. Trends related to technological innovation are long-term processes that extend 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 share classes

Date - 2025-09-12

VIG Funds Start Start Risk Rec. Time ISIN Code Change Price Asset value
InnovationTrend ESG Equity A series USD 26-02-2024 5 4 years HU0000732938 +0.270% 1.312638 766 021
InnovationTrend ESG Equity B series HUF 11-03-2024 5 4 years HU0000732979 -0.267% 1.214571 712 172 153
InnovationTrend ESG Equity E series EUR 11-03-2024 5 4 years HU0000732953 +0.049% 1.224879 1 262 685
InnovationTrend ESG Equity EI series EUR 11-03-2024 5 4 years HU0000732961 +0.053% 1.252936 20 311
InnovationTrend ESG Equity I series HUF 26-02-2024 5 4 years HU0000732987 -0.263% 1.236483 6 022 745 325
InnovationTrend ESG Equity UI series USD 11-03-2024 5 4 years HU0000732946 +0.274% 1.342530 7 083
InnovationTrend ESG Equity C series CZK 02-05-2024 5 4 years HU0000732995 +0.177% 1.297625 7 543 788
InnovationTrend ESG Equity CI series CZK 02-05-2024 5 4 years HU0000733001 +0.236% 1.328058 332 015
VIG Funds YTD 1 month 3 months 6 months 12 months 3 years 5 years 10 years From beginning
InnovationTrend ESG Equity A series 14.079% 2.884% 10.952% 23.381% 25.851% - - - 31.264%
InnovationTrend ESG Equity B series -3.136% 0.853% 6.783% 12.232% 16.848% - - - 21.457%
InnovationTrend ESG Equity E series 1.435% 1.973% 9.305% 14.929% 18.302% - - - 22.488%
InnovationTrend ESG Equity EI series 2.504% 2.103% 9.719% 15.801% 20.09% - - - 25.294%
InnovationTrend ESG Equity I series -2.116% 0.981% 7.187% 13.084% 18.614% - - - 23.648%
InnovationTrend ESG Equity UI series 15.28% 3.015% 11.372% 24.316% 27.752% - - - 34.253%
InnovationTrend ESG Equity C series 12.201% 2.598% 10.191% 21.805% 23.866% - - - 29.763%
InnovationTrend ESG Equity CI series 13.955% 2.807% 10.83% 23.162% 25.901% - - - 32.806%
VIG Funds 12 months
InnovationTrend ESG Equity A series Investment Ticket 24.38%
InnovationTrend ESG Equity B series Investment Ticket 16.65%
InnovationTrend ESG Equity E series Investment Ticket 17.75%
InnovationTrend ESG Equity EI series Investment Ticket 19.53%
InnovationTrend ESG Equity I series Investment Ticket 18.40%
InnovationTrend ESG Equity UI series Investment Ticket 26.26%
InnovationTrend ESG Equity C series Investment Ticket 22.47%
InnovationTrend ESG Equity CI series Investment Ticket 24.45%

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