Description of the fund

The Fund's objective is to provide its investors with a return in excess of the benchmark index through an investment portfolio with equity overweight, mainly from developed markets around the world.

The majority of the Fund's investments are collective investment instruments consisting of shares in stable dividend-paying companies. The collective investment instruments included as portfolio components are required to include companies with a consistent dividend growth track record of 10, 15 or even 25 years. The Fund ensures sufficient diversification by investing mainly in collective investment instruments. In terms of geographic exposure, the US equity markets represent the highest level of exposure, but the investment portfolio also includes collective investment instruments that include high-quality dividend-paying companies from the eurozone region. The Fund invests roughly 20% of its capital in fixed income instruments, which may be bond market ETFs, individual government bonds, money market instruments or a weighted mix of these.

The Fund operates as a private investment fund, available to clients exclusively through the products of Signal Biztosító Zrt.

Who is it for?

The fund is recommended for clients who are willing to take medium risk to achieve a medium return expected over the long term.

Risk level

This product is classified as class 4 out of 7 classes, which is a medium risk class.