Aegon Alfa Absolute Return Investment Fund

HUF Retail series

Befektetési Politika
About Fund

The aim of the fund is to achieve a substantial yield for investors by taking high risks and making active use of derivative positions. The Fund applies special investment strategies used by hedge funds to establish its strategy.

The fund is willing to buy or sell all available investment instruments - domestic and foreign bonds (treasury bonds, discounted treasury bills, bonds issued by the National Bank of Hungary, as well as low­risk bank and corporate bonds expected to bring higher yields than the state securities) Equities and other securities, indices and currencies - provided it sees the opportunity to make substantial gains - up to the maximum limit allowed by the law, which allows double leverage for the Fund.

In its investment decision-making mechanism, the Fund considers fundamental pricing, technical and behavioral psychological factors To ensure liquidity the Fund aims to hold government securities issued by the State Debt Management Centre (AKK) on behalf of the State of Hungary.

 

Read More
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
7.49 %
0.96 %
7.38 %
-3.58 %
3.08 %
4.08 %
Benchmark
0.49 %
0.41 %
0.23 %
0.31 %
0.19 %
1.23 %
Rugalmasság
Liquidity, flexibility

Suggested minimum investment period (A series): 1 year.
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

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% RMAX Index
Risk category
Moderate
Risk Category (B series)
Moderate
Risk Category (I series)
Moderate
Suggested minimum investment period (A series)
1 year
Suggested minimum investment period (B series)
1 year
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