Aegon Emerging Market ESG Equity Fund

HUF Retail series

Befektetési Politika
About Fund

The objective of the fund is to benefit on the economical growth of emerging countries. The fund accomplishes this goal basically via individual equity investments, however it may also hold collective investment instruments, if it is necessary for the efficient management of the portfolio. These can primarily be ETFs listed on the stock exchange, bank deposit, account money, repo transactions, and open-end public investment funds. In the course of selecting the equities the Fund dedicates special attention tothe compliance of individual companies with ESG (environmental, social, governance) criteria, so in addition to analyzing thefinancial factors, portfolio managers also take into consideration environmental, social and governance factors during the investment decision making process.
 

The goal of the Fund Manager is to establish a portfolio, in which the average of indicators measuring ESG compliance of the individual companies is more favorable than the aggregated indicator of the benchmark index, i.e. their operation is characterized by more advanced environmental, social and governance responsibility. Environmental criteria include elements in the course of which the company comes into contact with the environment. Besides these, no additional special goals are set by the Fund. These include for example the energy utilization, waste management, pollutant emission and/or the preservation of natural resources. Social criteria include all relations maintained by the company with its external partners, customers and internal employees. Corporate governance criteria are legal factors impacting reliable operation of a company.
 

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Kockázati besorolás
Yield-risk profil
Lower risk
Higher risk
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Expected lower yield
Expected higher yield

Hozamlehetőség
Net Yield Performance of the Fund
Időtáv
12 month
2020.year
2019.year
2018.year
2017.year
2016.year
Befektetési jegy
30.31 %
19.21 %
17.07 %
-6.84 %
17.45 %
4.46 %
Benchmark
28.34 %
20.53 %
19.94 %
-8.82 %
18.64 %
8.14 %
Rugalmasság
Liquidity, flexibility

Suggested minimum investment period (A series): 4 years.
You can also access the amount invested at the current daily exchange rate at any time during the proposed investment period. You can buy, transfer or redeem the security at any time at this rate using the Aegon Online Securities Account.

You can find out about the settlement dates here:
Settlement period

Pálfi György
Proficiency

Portfolio Managers: Pálfi György, Richter Péter

More Information

General Information

Fund Manager
AEGON Magyarország Befektetési Alapkezelő Zrt.
Custodian
Unicredit Bank Hungary Zrt.
Main Distributor
AEGON Magyarország Befektetési Alapkezelő Zrt.
Benchmark composition
100% MSCI Emerging Net Total Return USD Index
Risk category
High
Risk Category (B series)
High
Risk Category (I series)
High
Suggested minimum investment period (A series)
4 years
Suggested minimum investment period (B series)
4 years
Suggested minimum investment period (I series)
4 years
Always at your disposal.
06-1-477-4814
From Tuesday to Thursday 8-16h
Monday 8-20h
06-1-477-4814
international number