VIG Polish Bond Investment Fund

The objective of the investment fund is to make the Polish bond market accessible to the investors, and to function as a relatively stable, medium-risk investment form bringing steady real yields to our Clients on middle term already, without having to tie down their money for a fixed period of time.

The Fund mainly invests in Polish government securities issued in zloty, however, the portfolio manager has some room to complement the portfolio with other bond-type investments.

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Our goal is to achieve the highest yield while taking the lowest risk. To make investment decisions we use the tools of both fundamental and technical analysis, and we take into consideration the investor sentiment on the markets at all times. The portfolio manager seeks out potential investment opportunities based on the macro-economical expectations, the expected yield curve, the return expected on the curve and the market volatility, and selects investments that are considered to be safe and bring relatively high yields in exchange for the risks taken. The Fund strives for complete exchange risk coverage of foreign currency exposure for the target currency.

Available share classes

Date - 2025-10-21

VIG Funds Start Start Risk Rec. Time ISIN Code Change Price Asset value
Polish Bond A series HUF 11-05-2007 3 3 years HU0000705256 +0.169% 2.054018 331 251 986
Polish Bond I series PLN 23-12-2011 4 3 years HU0000710942 +0.160% 1.364182 132 073 114
Polish Bond P series PLN 28-03-2014 4 3 years HU0000713565 +0.158% 1.171849 52 250 042
VIG Funds YTD 1 month 3 months 6 months 12 months 3 years 5 years 10 years From beginning
Polish Bond A series 1.732% 1.559% -0.81% -1.483% 5.144% 42.519% 9.056% 37.056% 105.402%
Polish Bond I series 7.084% 1.035% 1.624% 2.258% 7.092% 36.712% -2.411% 15.885% 36.418%
Polish Bond P series 6.48% 0.973% 1.445% 1.893% 6.345% 33.868% -5.763% 8.597% 17.185%
VIG Funds 12 months 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Polish Bond A series Investment Ticket 5.44% 11.07% 16.28% -8.27% -9.83% 7.66% 6.92% 4.20% 9.53% -4.68% -0.35% 11.85% -0.50% 12.10% 8.99% 11.80% 16.47% -16.10%
Polish Bond I series Investment Ticket 7.23% 2.35% 13.52% -13.09% -10.34% 6.00% 3.73% 4.17% 4.17% 0.22% 0.83% 9.56% 0.46%
Polish Bond P series Investment Ticket 6.49% 1.63% 12.73% -13.69% -10.96% 5.35% 3.10% 3.55% 3.56% -0.38% 0.22%

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