AEGON Panorama Derivative Investment Fund

HUF Retail series

Befektetési Politika
About Fund

The fund's aim is to earn capital gains by taking positions in a wide range of assets while keeping risk under pre-defined limits.The assets are selected based on fundamental and technical criteria from the widest range of industry and country exposures possible. Based on medium and long-term trends, the fund can buy or sell equities, bonds and other securities, and take various exposures using exchange (futures, options) and OTC derivatives (IRS and currency forwards). Naked shorts on securities are not allowed.
 

The manager selects and builds positions based on fundamental and technical analysis in such a way, that the fund's return can exceed that of bank deposits over a medium-term horizon. Equally important focus is given to risk management which targets Level 5 risk bracket. The fund is not targeting any specific sectors, countries or asset classes, but most of its exposures will be taken on US and European exchanges, or markets regulates by the capital market authorities of the United States of America and the countries of the European Union. The fund's net corrected risk exposure may go up to 200 percent of the portfolio, in accordance with the Hungarian capital market acts and regulations. The fund can also run a net short exposure, also in accordance with the above mentioned regulatory limits.
 

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Kockázati besorolás
Yield-risk profil
Lower risk
Higher risk
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2
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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
31.00 %
2.33 %
9.03 %
-7.66 %
-0.90 %
-7.38 %
Benchmark
1.01 %
0.41 %
0.23 %
0.31 %
0.19 %
1.23 %
Rugalmasság
Liquidity, flexibility

Suggested minimum investment period (A series): 3 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

More Information

General Information

Fund Manager
AEGON Magyarország Befektetési Alapkezelő Zrt.
Custodian
Citibank Europe plc Magyarországi Fióktelepe
Main Distributor
AEGON Magyarország Befektetési Alapkezelő Zrt.
Benchmark composition
100% RMAX Index
Risk category
Significant
Risk Category (I series)
Significant
Suggested minimum investment period (A series)
3 years
Suggested minimum investment period (I series)
3 years
Always at your disposal.
06-1-477-4814
From Tuesday to Thursday 8-16h
Monday 8-20h
06-1-477-4814
international number