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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.

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 - 2026-04-13

VIG Funds Start Start Risk Rec. Time ISIN Code Change Price Asset value
VIG Polish Bond Fund A HUF 11-05-2007 3 3 years HU0000705256 -2.879% dropping 1.942305 183 962 623
VIG Polish Bond Fund I PLN 23-12-2011 4 3 years HU0000710942 -0.074% dropping 1.380655 140 392 982
VIG Polish Bond Fund P PLN 28-03-2014 4 3 years HU0000713565 -0.080% dropping 1.182057 52 318 070
VIG Funds YTD 1 month 3 months 6 months 12 months 3 years 5 years 10 years From beginning
VIG Polish Bond Fund A -6.116% -5.103% -7.017% -5.275% -6.86% 25.741% 5.231% 28.579% 94.231%
VIG Polish Bond Fund I -0.473% 1.244% -0.944% 1.541% 3.681% 20.156% -0.655% 15.786% 38.066%
VIG Polish Bond Fund P -0.668% 1.185% -1.115% 1.188% 2.955% 17.658% -4.074% 8.425% 18.206%

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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