VIG SocialTrend ESG Equity 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.

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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 - 2026-02-26

VIG Funds Start Start Risk Rec. Time ISIN Code Change Price Asset value
VIG SocialTrend Fund USD-R series USD 29-02-2024 4 4 years HU0000733019 -0.194% 1.143480 106 778
VIG SocialTrend Fund HUF-R series HUF 11-03-2024 4 4 years HU0000733035 -0.666% 1.006603 96 018 316
VIG SocialTrend Fund CZKH-R series CZK 02-05-2024 4 4 years HU0000733050 -0.201% 1.122384 1 218 764
VIG SocialTrend Fund CZKH-I series CZK 02-05-2024 4 4 years HU0000733068 -0.199% 1.153434 288 359
VIG SocialTrend Fund EUR-R series EUR 11-03-2024 4 4 years HU0000733076 -0.279% 1.059867 225 893
VIG SocialTrend Fund EUR-I series EUR 11-03-2024 4 4 years HU0000733084 -0.275% 1.091461 162 870
VIG SocialTrend Fund HUF-I series HUF 29-02-2024 4 4 years HU0000733043 -0.662% 1.025682 257 253 047
VIG SocialTrend Fund USD-I series USD 11-03-2024 4 4 years HU0000733027 -0.189% 1.177585 13 302
VIG Funds YTD 1 month 3 months 6 months 12 months 3 years 5 years 10 years From beginning
VIG SocialTrend Fund USD-R series 0.859% -1.103% 1.541% 6.728% 6.385% - - - 14.348%
VIG SocialTrend Fund HUF-R series -2.354% -2.407% -2.211% -0.872% -11.184% - - - 0.660%
VIG SocialTrend Fund CZKH-R series 1.081% -1.021% 1.404% 5.979% 4.812% - - - 12.238%
VIG SocialTrend Fund CZKH-I series 1.283% -0.903% 1.554% 6.881% 6.567% - - - 15.343%
VIG SocialTrend Fund EUR-R series 0.319% -0.55% -0.405% 5.1% -5.346% - - - 5.987%
VIG SocialTrend Fund EUR-I series 0.555% -0.423% -0.027% 5.899% -3.914% - - - 9.146%
VIG SocialTrend Fund HUF-I series -2.124% -2.283% -1.84% -0.119% -9.841% - - - 2.568%
VIG SocialTrend Fund USD-I series 1.094% -0.977% 1.926% 7.539% 7.995% - - - 17.759%
VIG Funds 12 months 2025
VIG SocialTrend Fund USD-R series Investment Ticket 6.74% 10.66%
VIG SocialTrend Fund HUF-R series Investment Ticket -10.95% -7.67%
VIG SocialTrend Fund CZKH-R series Investment Ticket 5.15% 8.58%
VIG SocialTrend Fund CZKH-I series Investment Ticket 6.92% 10.18%
VIG SocialTrend Fund EUR-R series Investment Ticket -5.14% -1.75%
VIG SocialTrend Fund EUR-I series Investment Ticket -3.71% -0.27%
VIG SocialTrend Fund HUF-I series Investment Ticket -9.61% -6.27%
VIG SocialTrend Fund USD-I series Investment Ticket 8.35% 12.33%

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      Portfolio managers

      Péter Richter