* The exchange rate movements of international assets in the fund’s portfolio are not hedged against the forint. This means that the Fund’s investors’ savings are invested in assets denominated in US dollars and euros. Thus, if the forint weakens, this adds to the underlying international assets, while if the forint strengthens, it detracts from the Fund’s performance calculated in forints.

The investment objective of the Fund is to create a well-diversified international mixed portfolio consisting mainly of collective investment forms from a global investment range covering multiple asset classes (primarily international equity and bond markets) and thereby achieve maximum capital growth in the long term.

The Fund Manager achieves the above investment objective primarily through benchmark-based, active asset allocation investments in collective investment instruments. Collective investment forms targeting primarily international equity and bond markets account for at least 80% of the Fund’s portfolio. Collective investment instruments may be exchange-traded funds (ETFs) or other investment funds. In addition, to a limited extent, individual bond and equity market investments, bank deposits and cash accounts may also be included in the portfolio.

Who is it recommended for?

The investment fund is a good choice for those who want to enjoy the return of stocks in addition to moderate-risk bond investments in the long term. This fund may not be suitable for investors who want to withdraw their money from the fund within 3-5 years.

SIFI Global Mixed Fund Of Funds Series