VIG Alfa Absolute Return Investment Fund

HUF Retail series

Befektetési Politika
About Fund

The aim of the fund is to achieve a substantial yield for investors by taking high risks and making active use of derivative positions. The Fund applies special investment strategies used by hedge funds to establish its strategy.

The fund is willing to buy or sell all available investment instruments - domestic and foreign bonds (treasury bonds, discounted treasury bills, bonds issued by the National Bank of Hungary, as well as low­risk bank and corporate bonds expected to bring higher yields than the state securities) Equities and other securities, indices and currencies - provided it sees the opportunity to make substantial gains - up to the maximum limit allowed by the law, which allows double leverage for the Fund.

In its investment decision-making mechanism, the Fund considers fundamental pricing, technical and behavioral psychological factors To ensure liquidity the Fund aims to hold government securities issued by the State Debt Management Centre (AKK) on behalf of the State of Hungary.

 

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Kockázati besorolás
Yield-risk profil
Lower risk
Higher risk
1
2
3
4
5
6
7
Expected lower yield
Expected higher yield

Hozamlehetőség

Net Yield Performance of the Fund
Időtáv
12 month
2023.year
2022.year
2021.year
2020.year
2019.year
Befektetési jegy
24.71 %
26.17 %
-6.58 %
3.39 %
0.96 %
7.38 %
Benchmark
9.29 %
9.93 %
3.04 %
-0.60 %
0.37 %
0.23 %
Rugalmasság
Liquidity, flexibility

Javasolt minimális befektetési időtáv: 2 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

More Information

Általános információk

Alapkezelő
VIG Befektetési Alapkezelő Magyarország Zrt.
Letétkezelő
Unicredit Bank Hungary Zrt.
Vezető forgalmazó
VIG Befektetési Alapkezelő Magyarország Zrt.
Referencia index összetétele
100% Constans ref. index (HUF) + 7%
Kockázati besorolás
Moderate
Kockázati besorolás (B sorozat)
Moderate
Kockázati besorolás (I sorozat)
Moderate
Javasolt minimális befektetési időtáv
2 years
Javasolt minimális befektetési időtáv (B sorozat)
2 years
Javasolt minimális befektetési időtáv (I sorozat)
2 years
Always at your disposal.
06-1-477-4814
From Tuesday to Thursday 8-16h
Monday 8-20h
06-1-477-4814
international number