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VIG MegaTrend Equity Fund

The fund aims to profit from global megatrends that extend beyond economic cycles.

Such trends may include demographic changes (ageing society, developing markets), efficiency gains due to scarce resources (renewable resources, energy efficiency), urbanisation, or even technological innovation.

The fund aims to achieve its objectives through equity-type instruments, primarily exchange-traded funds (ETFs), equities and open-ended public investment funds. Megatrends are long-term changes that have a lasting impact on our social and economic environment. The fund aims to share in the profit growth of companies that could be winners in these processes. Megatrends are long-term processes that extend beyond normal economic cycles, are usually global and affect the whole world. Consequently, the fund does not have a geographical specification. As the fund aims to profit from long-term growth and has significant exposure to stock markets, it is recommended for risk-taking investors with a long-term investment horizon. The Fund holds its assets in euro. The Fund invests only in investments where the expense ratio remains below 2.5%, but always aims to keep the average fees charged on the underlying collective investment instruments below 1%. The fund also does not have a geographical specification, and thus no typical currency composition. The target currency of the Fund is therefore the settlement currency of the benchmark index (USD). Due to the strategy of the Fund, it may also invest in assets denominated in foreign currency. The Fund may hedge some or all of its foreign currency risk using forward currency positions against the target currency, i.e. the settlement currency of the benchmark (USD). The Fund Manager has a discretionary right to reduce the foreign currency risk of positions denominated in a currency other than the target currency, depending on market developments, by entering into hedge transactions. In addition, the use of equity and index futures is permitted in order to effectively build the Fund's portfolio.

Available share classes

Date - 2026-05-28

VIG Funds Start Start Risk Rec. Time ISIN Code Change Price Asset value
VIG MegaTrend Fund EUR-RP EUR 09-07-2007 4 4 years HU0000705520 +1.014% rising 0.017262 7 336 770
VIG MegaTrend Fund CZKH-RP CZK 05-10-2022 4 4 years HU0000730320 +0.780% rising 1.718749 437 618 943
VIG MegaTrend Fund USD-RP USD 20-05-2020 4 4 years HU0000724653 +0.769% rising 1.966534 2 524 463
VIG MegaTrend Fund HUF-RP HUF 05-09-2008 4 4 years HU0000707195 +1.093% rising 2.570100 5 342 420 919
VIG MegaTrend Fund EUR-IP EUR 25-07-2022 5 4 years HU0000737648 +1.019% rising 0.015404 3 232 485
VIG MegaTrend Fund HUF-IP HUF 20-05-2020 4 4 years HU0000724638 +1.096% rising 2.003070 1 018 921 722
VIG MegaTrend Fund PLN-RP PLN 16-06-2020 4 4 years HU0000724661 +0.916% rising 1.694685 22 031
VIG MegaTrend Fund PLN-IP PLN 09-06-2020 4 4 years HU0000724679 +0.919% rising 1.781456 6 519 436
VIG MegaTrend Fund HUF-SP HUF 02-06-2020 4 4 years HU0000724646 +1.097% rising 2.003929 15 995 249 068
VIG MegaTrend Fund USD-IP USD 25-07-2022 4 4 years HU0000729603 +0.772% rising 1.751234 1 478 295
VIG Funds YTD 1 month 3 months 6 months 12 months 3 years 5 years 10 years From beginning
VIG MegaTrend Fund EUR-RP 11.404% 7.989% 10.209% 10.689% 22.071% 53.713% 38.262% 88.265% 72.620%
VIG MegaTrend Fund CZKH-RP 10.003% 7.095% 8.227% 10.649% 22.87% 62.379% - - 71.875%
VIG MegaTrend Fund USD-RP 10.292% 7.198% 8.563% 11.151% 25.121% 66.315% 31.716% - 96.653%
VIG MegaTrend Fund HUF-RP 2.755% 5.183% 4.275% 3.176% 7.549% 46.811% 41.257% 112.905% 193.396%
VIG MegaTrend Fund EUR-IP 12.005% 8.083% 10.574% 11.413% 23.588% 59.379% - - 54.040%
VIG MegaTrend Fund HUF-IP 3.257% 5.287% 4.584% 3.792% 8.848% 52.206% 49.61% - 100.307%
VIG MegaTrend Fund PLN-RP 11.645% 7.702% 10.562% 10.639% 21.784% 43.833% 30.633% - 69.469%
VIG MegaTrend Fund PLN-IP 12.19% 7.809% 10.89% 11.3% 23.259% 49.124% 38.362% - 78.146%
VIG MegaTrend Fund HUF-SP 3.362% 5.309% 4.649% 3.922% 9.122% 53.355% 51.724% - 100.393%
VIG MegaTrend Fund USD-IP 10.83% 7.304% 8.884% 11.815% 26.632% 72.426% - - 75.123%

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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    Portfolio managers

    Péter Richter

    György Pálfi