Aegon MegaTrend Share Investment Fund

Foreign currency series

Befektetési Politika
About Fund

The objective of the Fund is to benefit from long term, global megatrends. These trends include demographical changes (agingsociety, emerging markets), efficiency improvements due to depletion of scarce resources (renewable resources, energyefficiency), urbanization, or even technical developments and innovations. To achieving the main objectives, the Fund primary invests in exchange traded funds, secondly in open-end mutual funds. Megatrends are long term changes that will permanently and significantly alter our social and economic environment. The Fund wishes to invest in companies and sectors likely to benefit from these trends.

Thanks to its characteristic, the Fund mainly holds sector and thematic ETFs and mutual funds. Megatrends are very long-term, generally global trends, which are spanning economic cycles. Therefore the Fund invests in global markets without any geographical specification. As the Funds profit from very long term trends and exposed heavily to equity markets, were commend the Fund for long term, risk seeking investors. The type of the Fund is fund of funds, which, according to their investment policy, have to invest in at least 80% of their assets into ETFs and mutual funds.
 

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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
29.42 %
19.84 %
25.33 %
-16.47 %
4.45 %
-2.25 %
Benchmark
34.75 %
6.17 %
28.59 %
-12.97 %
5.75 %
3.04 %
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

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 AC World Daily Total Return Net 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