VIG SocialTrend ESG Equity Investment Fund

The purpose of the investment fund is to create an equity fund that can profit from long-term demographic changes and the related changes in consumer habits.

The Fund aims to achieve long-term capital growth by investing in global companies that can benefit from the growth and aging of the population, the social and economic changes associated with a healthy lifestyle, urbanisation, the expansion of the emerging markets' middle class and the global economic trends stemming from these social changes, as well as the changing consumption habits driven by such demographic changes.

Show more
Fund image

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 can benefit from the long-term global demographic changes and related changes in consumer habits. Investments are made in companies that have strong fundamentals and are well positioned for long-term value creation and competitive advantage due to demographic and social changes. Trends related to demographic and social changes are long-term processes that go 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 - 2026-02-17

VIG Funds Start Start Risk Rec. Time ISIN Code Change Price Asset value
SocialTrend ESG Fund USD-R series USD 29-02-2024 4 4 years HU0000733019 -0.124% 1.153392 107 704
SocialTrend ESG Fund HUF-R series HUF 11-03-2024 4 4 years HU0000733035 +0.174% 1.019383 97 936 387
SocialTrend ESG Fund CZKH-R series CZK 02-05-2024 4 4 years HU0000733050 -0.102% 1.131390 1 221 159
SocialTrend ESG Fund CZKH-I series CZK 02-05-2024 4 4 years HU0000733068 -0.090% 1.161740 290 435
SocialTrend ESG Fund EUR-R series EUR 11-03-2024 4 4 years HU0000733076 +0.028% 1.064641 226 910
SocialTrend ESG Fund EUR-I series EUR 11-03-2024 4 4 years HU0000733084 +0.032% 1.095970 160 442
SocialTrend ESG Fund HUF-I series HUF 29-02-2024 4 4 years HU0000733043 +0.178% 1.038321 260 423 056
SocialTrend ESG Fund USD-I series USD 11-03-2024 4 4 years HU0000733027 -0.120% 1.187352 9 173
VIG Funds YTD 1 month 3 months 6 months 12 months 3 years 5 years 10 years From beginning
SocialTrend ESG Fund USD-R series 1.733% 0.512% 4.531% 8.006% 7.257% - - - 15.339%
SocialTrend ESG Fund HUF-R series -1.114% -3.488% 0.835% 1.885% -10.901% - - - 1.938%
SocialTrend ESG Fund CZKH-R series 1.892% 0.467% 4.249% 7.193% 5.528% - - - 13.139%
SocialTrend ESG Fund CZKH-I series 2.012% 0.555% 4.416% 8.039% 7.306% - - - 16.174%
SocialTrend ESG Fund EUR-R series 0.771% -1.508% 2.371% 6.513% -5.164% - - - 6.464%
SocialTrend ESG Fund EUR-I series 0.97% -1.378% 2.759% 7.332% -3.73% - - - 9.597%
SocialTrend ESG Fund HUF-I series -0.918% -3.361% 1.218% 2.667% -9.553% - - - 3.832%
SocialTrend ESG Fund USD-I series 1.933% 0.643% 4.927% 8.835% 8.88% - - - 18.735%
VIG Funds 12 months 2025
SocialTrend ESG Fund USD-R series Investment Ticket 7.51% 10.66%
SocialTrend ESG Fund HUF-R series Investment Ticket -10.60% -7.67%
SocialTrend ESG Fund CZKH-R series Investment Ticket 5.78% 8.58%
SocialTrend ESG Fund CZKH-I series Investment Ticket 7.56% 10.18%
SocialTrend ESG Fund EUR-R series Investment Ticket -5.04% -1.75%
SocialTrend ESG Fund EUR-I series Investment Ticket -3.61% -0.27%
SocialTrend ESG Fund HUF-I series Investment Ticket -9.25% -6.27%
SocialTrend ESG Fund USD-I series Investment Ticket 9.14% 12.33%

Charting tool

Select minimum 1, maximum 4 funds

Compare with other funds

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.
Copy URL

Download XLS

The returns shown in the charting tool are based on net asset value.

Related documents

      Portfolio managers