AEGON Climate Change Equity Fund


General information

 ISIN code

HU-0000705520 

 ISIN code (B series)

HU-0000707195

 Bloomberg code

AEGCLMT HB Equity 

 Bloomberg code (B series)

AEGCLMB HB Equity 

 Fund Manager

AEGON Magyarország Befektetési Alapkezelő Zrt. (1091 Budapest, Üllői út 1.)

 Custodian

UniCredit Bank Hungary Zrt.

 Main distributor

AEGON Magyarország Befektetési Jegy Forgalmazó Zrt.

 Launch Date of the Fund

09.07.2007.

 Currency

EUR; HUF

 Benchmark

90% MSCI World AC USD Index + 10% EONIA Net Total Return Index

 Risk

High

 Suggested minimum investment period

5 years

 Type of the Fund

Equity Fund


Investment policy of the Fund


The Fund invests mainly into public companies listed on the main stock markets in the developed world. The primary investment targets are the companies that benefit from the global climate change (Clean Tech, Energy efficiency, Environmental management), utilize alternative energies (renewable energy, water) or involved in the agribusiness (agricultural commodity producer, livestock and aquaculture producer, producer of agrochemicals, bio-fuel industry). To manage risk the Fund Manager invests into listed equities with investment grade and focus on diversification of the portfolio. The Fund is euro denominated. The Fund manager – according to the law – can partly or fully hedge the foreign exchange position.   


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