The Company, and its predecessor in title, has carried out trust management activity continuously since its formation in 1990. In the early years, it provided this service solely for its founder, the AEGON Hungary General Insurance Plc., but since 1995, it has undertaken portfolio management for its other clients as well. According to its trust management branch strategy, the Company provides trust management services solely for institutional investors. In the retail market our Company is presented via its investment funds. In relationship with the previously mentioned, our Company’s clients consist of pension funds, insurance companies and local governments.
After another strategic decision, the AEGON Group dissolved its broker company, the AEGON Hungary Securities Plc, on 15 November 2004, with three goals in mind: to focus on trust management as a top priority, to establish a clear organizational structure, and to run a more efficient operation. In consequence of the change, the AEGON Befektetési Jegy Forgalmazó Zrt. has become the leading distributor of the AEGON Funds. This change has not significantly influenced the work of the AEGON Hungary Fund Management Co. The AEGON Investment Funds, the members of the AEGON Group and the trust management for third clients continue to be a main focus of the Company’s activity.
Further important changes of 2008 were: Aegon Magyarország Befektetési Alapkezelő Zrt. and Aegon Magyarország Pénztárszolgáltató Zrt. acquired Uniqa Vagyonkezelő Zrt and Heller-Saldo 2000 Pénztárszolgáltató Kft.
In 2009 Aegon Magyarország Befektetési Alapkezelő Zrt. became member of Aegon Global Asset Management providing even more high quality investment service thanks to the group investment background.
Make the best of the existing regulation Aegon Magyarország Befektetési Alapkezelő Zrt. and Aegon Magyarország Befektetési Jegy Forgalmazó Zrt. merged into one entity in 2013.
|Foundation||9 December 1996
ÁB-MONÉTA Investment Fund Manager Ltd.
|Reorganization I.||21 February 2000
ÁB-MONÉTA Investment Fund Manager Plc.
|Reorganization II.||18 September 2000
AEGON Hungary Investment Fund Management Close Company
|The owners of the Company||
|The Company’s core capital
|The Company’s own capital
|The Company’s managed assets
Scope of activities
The aim of the Company is to serve as an investment fund management company on the Hungarian and on the International markets. Based on the authorization set out in Section III., paragraph 7, point (1), (2) and (3) of Act XVI of 2014 on Collective Investment Forms and its Managers, and on the amendment of financial laws,, the Company is allowed to perform the following activities:
Membership in Professional Organisations
Hungarian Association of Investment Fund and Property Managers (BAMOSZ), 1997
National Association of Pension Fund Providers (NYUSZOSZ), Property Manager Section 1998
The Company’s auditor is Pál Tímár, certified auditor of the PricewaterhouseCoopers Könyvvizsgáló Kft. (1055 Budapest, Bajcsy-Zsilinszky út 78.).