HUF Retail series
The objective of the fund is to benefit on the economical growth of emerging countries. The fund accomplishes this goal basically via individual equity investments, however it may also hold collective investment instruments, if it is necessary for the efficient management of the portfolio. These can primarily be ETFs listed on the stock exchange, bank deposit, account money, repo transactions, and open-end public investment funds. In the course of selecting the equities the Fund dedicates special attention tothe compliance of individual companies with ESG (environmental, social, governance) criteria, so in addition to analyzing thefinancial factors, portfolio managers also take into consideration environmental, social and governance factors during the investment decision making process.
The goal of the Fund Manager is to establish a portfolio, in which the average of indicators measuring ESG compliance of the individual companies is more favorable than the aggregated indicator of the benchmark index, i.e. their operation is characterized by more advanced environmental, social and governance responsibility. Environmental criteria include elements in the course of which the company comes into contact with the environment. Besides these, no additional special goals are set by the Fund. These include for example the energy utilization, waste management, pollutant emission and/or the preservation of natural resources. Social criteria include all relations maintained by the company with its external partners, customers and internal employees. Corporate governance criteria are legal factors impacting reliable operation of a company.
Javasolt minimális befektetési időtáv: 4 years.
You can also access the amount invested at the current daily exchange rate at any time during the proposed investment period. You can buy, transfer or redeem the security at any time at this rate using the VIG online Securities Account.
You can find out about the settlement dates here:
Settlement period
Portfolio Managers: Pálfi György, Richter Péter