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VIG InnovationTrend ESG Equity 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.

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 - 2026-04-13

VIG Funds Start Start Risk Rec. Time ISIN Code Change Price Asset value
VIG InnovationTrend Fund USD-R USD 26-02-2024 5 4 years HU0000732938 +0.976% rising 1.296283 686 265
VIG InnovationTrend Fund HUF-R HUF 11-03-2024 5 4 years HU0000732979 -1.858% dropping 1.125074 577 113 309
VIG InnovationTrend Fund EUR-R EUR 11-03-2024 5 4 years HU0000732953 +0.975% rising 1.212923 1 053 432
VIG InnovationTrend Fund EUR-I EUR 11-03-2024 5 4 years HU0000732961 +0.988% rising 1.251618 137 699
VIG InnovationTrend Fund HUF-I HUF 26-02-2024 5 4 years HU0000732987 -1.845% dropping 1.155446 6 009 231 002
VIG InnovationTrend Fund USD-I USD 11-03-2024 5 4 years HU0000732946 +0.988% rising 1.337468 51 454
VIG InnovationTrend Fund CZKH-R CZK 02-05-2024 5 4 years HU0000732995 +0.972% rising 1.272926 12 126 526
VIG InnovationTrend Fund CZKH-I CZK 02-05-2024 5 4 years HU0000733001 +0.986% rising 1.313379 328 345
VIG Funds YTD 1 month 3 months 6 months 12 months 3 years 5 years 10 years From beginning
VIG InnovationTrend Fund USD-R -3.652% 2.794% -4.922% -2.447% 29.549% - - - 29.628%
VIG InnovationTrend Fund HUF-R -8.035% -5.935% -9.867% -9.625% 13.353% - - - 12.507%
VIG InnovationTrend Fund EUR-R -3.248% 0.747% -5.035% -3.28% 26.691% - - - 21.292%
VIG InnovationTrend Fund EUR-I -2.837% 0.875% -4.683% -2.554% 28.616% - - - 25.162%
VIG InnovationTrend Fund HUF-I -7.645% -5.815% -9.533% -8.946% 15.077% - - - 15.545%
VIG InnovationTrend Fund USD-I -3.243% 2.926% -4.569% -1.714% 31.517% - - - 33.747%
VIG InnovationTrend Fund CZKH-R -3.773% 2.554% -5.165% -2.959% 27.561% - - - 27.293%
VIG InnovationTrend Fund CZKH-I -3.307% 2.855% -4.763% -2.316% 29.535% - - - 31.338%

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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