AEGON Polish Bond Fund

HUF Retail series

Befektetési Politika
About Fund

The aim of the investment fund is to give investors access to the Polish bond market and to function as a relatively stable,medium-risk investment already medium term, offering our customers stable real returns without the need to tie up their savings fora fixed period. The fund primarily invests into Zloty denominated Polish government bonds but the portfolio manager has someroom to use other fixed income investments. We aim to maximise returns with the given risk level. Our investment decisions arebased on fundamental research extended by technical research while we also take into account global market sentiment.Expexted shifts in the yield curve based on our macro expectations are at the core of our investment process. Risk/returncharacteristics are also considered when we select suitable and safe investments. We aim to totally hedge any currency risk inthe fund.
 

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Kockázati besorolás
Yield-risk profil
Lower risk
Higher risk
1
2
3
4
5
6
7
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
-6.60 %
7.66 %
6.92 %
4.20 %
9.53 %
-4.68 %
Benchmark
-5.77 %
8.75 %
7.79 %
5.24 %
10.82 %
-3.76 %
Rugalmasság
Liquidity, flexibility

Suggested minimum investment period (A series): 2 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

Németh Gábor
Proficiency

Portfolio Managers: Németh Gábor , Bakos Ádám

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% TBSP Index
Risk category
Intermediate
Risk Category (I series)
Moderate
Suggested minimum investment period (A series)
2 years
Suggested minimum investment period (I series)
1 year
Always at your disposal.
06-1-477-4814
From Tuesday to Thursday 8-16h
Monday 8-20h
06-1-477-4814
international number