* The exchange rate movements of international assets in the fund’s portfolio are not hedged against the Hungarian forint. This means that the savings of the Fund’s investors are mainly invested in euro-denominated assets. 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.

In its operations, the Fund is a financial product within the meaning of Article 8 of the SFDR, as it promotes environmental and social characteristics and the companies selected for investment purposes follow good corporate governance practices.

The Fund aims to invest in funds and collective investment schemes that invest in the shares of companies that develop, manufacture, and apply innovative, forward-looking technological innovations and tools that fit into long-term trends such as (but not limited to) future mobility, energy transition, robotics, artificial intelligence, smart cities, and disruptive technologies. A further objective is to achieve returns that exceed the performance of the global stock market over a minimum period of five years through investments that fit into long-term economic and social trends.

Collective investment schemes targeting primarily international equity markets account for at least 80% of the Fund’s portfolio. Collective investment instruments may be either investment funds or exchange-traded funds (ETFs). In addition, to a limited extent, individual bond and equity market investments and domestic government securities and money market instruments (treasury bills, government bonds, bank deposits) that improve liquidity may also be included in the portfolio.

Who is it recommended for?

The investment fund is a good choice for those who are willing to take high risks in order to achieve high returns in the long term.

The Fund operates as a closed-end investment fund and is only available to customers through SIGNAL IDUNA Biztosító Zrt. products.