Pioneer Balance Fund of Funds

Invests in the following assets: The Fund primarily invests in the domestic and international Pioneer Investment Fund units.
Possible portfolio elements:

When chosing investment fund units, dominancy of markets promising the best growth prospects possible is the primary aspect - according to what Fund Managers are frequently changing the portfolio of the investment.

An example of the portfolio of the Fund

Fund type Proportion
Bond type investment fund unit

50%

Equity type investment fund unit

40%
Real Estate investment fund unit 10%

Investment target:The Fund aims at exceeding bond yields with a moderate extent.
Reference index:

50 % MAX Composite Hungarian State Security Index

40% MSCI World Indexs value in HUF

10% BIX Hungarian Real Estate Market Index

Risk level:Medium risk
Risk factors:Risks arising in the short-term originate mainly from stock market risks along with interest rate fluctuations of the market, which occasionally might cause important rate swings. On a few years run (2-3 years) possible short-term effects are levelling off.
Recommended minimum investment horizon:2 years
Inception:17.05.2007.
Net asset value  - 30-12-2009355 733 474 HUF
ISIN code:HU0000705470
Custodian:UniCredit Bank Hungary Zrt.
Auditor:Deloitte Könyvvizsgáló és Tanácsadó Kft.

 

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