About the fund

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 funds

Date - 01/09/2025

VIG Funds Series Start Risk Recommended Time ISIN Code Change Price
VIG InnovationTrend Fund A series USD 26/02/2024 5 4 years HU0000732938 +0.274% 1.272
VIG InnovationTrend Fund B series HUF 11/03/2024 5 4 years HU0000732979 -0.617% 1.187
VIG InnovationTrend Fund E series EUR 11/03/2024 5 4 years HU0000732953 -0.239% 1.185
VIG InnovationTrend Fund EI series EUR 11/03/2024 5 4 years HU0000732961 -0.226% 1.212
VIG InnovationTrend Fund I series HUF 26/02/2024 5 4 years HU0000732987 -0.604% 1.208
VIG InnovationTrend Fund UI series USD 11/03/2024 5 4 years HU0000732946 +0.287% 1.301
VIG InnovationTrend Fund C series CZK 02/05/2024 5 4 years HU0000732995 +0.231% 1.259
VIG InnovationTrend Fund CI series CZK 02/05/2024 5 4 years HU0000733001 +0.243% 1.288

Date - 01/09/2025

VIG Funds YTD 1 month 3 months 6 months 12 months 3 years 5 years 10 years From beginning
VIG InnovationTrend Fund A series 10.567% 4.207% 10.183% 13.71% 20.5% - - - 27.223%
VIG InnovationTrend Fund B series -5.354% 0.172% 5.209% -0.554% 14.402% - - - 18.676%
VIG InnovationTrend Fund E series -1.84% 1.277% 7.215% 0.729% 13.633% - - - 18.533%
VIG InnovationTrend Fund EI series -0.851% 1.406% 7.617% 1.497% 15.346% - - - 21.194%
VIG InnovationTrend Fund I series -4.4% 0.3% 5.603% 0.205% 16.125% - - - 20.763%
VIG InnovationTrend Fund UI series 11.681% 4.34% 10.595% 14.577% 22.316% - - - 30.061%
VIG InnovationTrend Fund C series 8.902% 3.854% 9.418% 12.381% 18.744% - - - 25.947%
VIG InnovationTrend Fund CI series 10.484% 4.163% 9.964% 13.91% 20.583% - - - 28.761%

Date - 01/09/2025

VIG Funds 12 months
VIG InnovationTrend Fund A series Investment Ticket 20.50%
VIG InnovationTrend Fund B series Investment Ticket 14.40%
VIG InnovationTrend Fund E series Investment Ticket 13.63%
VIG InnovationTrend Fund EI series Investment Ticket 15.35%
VIG InnovationTrend Fund I series Investment Ticket 16.13%
VIG InnovationTrend Fund UI series Investment Ticket 22.32%
VIG InnovationTrend Fund C series Investment Ticket 18.74%
VIG InnovationTrend Fund CI series Investment Ticket 20.58%

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Related documents

Information Sheets (1)

Management Policies (1)

KID(6)

Semi-Annual Reports(2)

Monthly Newsletters(56)

Monthly Newsletters(78)

Portfolio managers

Péter Richter

Portfolio Manager

György Pálfi

Head of Equities