| Invests in the following assets: | Hungarian stocks, primarily the leading stocks of BUX Index. |
| Possible portfolio elements: | - Stocks introduced to the Budapest Stock Exchange and other stock exchanges;
- Other securities embodying credit relations;
- Derivative instruments to hedge different risks (futures registered on the stock exchange, options and forwards).
|
| Investment target: | To outperform bond returns and to reach a high return in the longer run by making strategic investments into Hungarian listed companies that has solid economic background. |
| Reference index: | 80% BUX Index, 20% RMAX Index |
| Risk level: | Significant risk |
| Risk factors: | The evaluation of the stock market is strongly influenced by how the Hungarian and foreign macroeconomic and political situation changes. The modifications of the interest level and the oscillation of the HUF currency rate may influence in different ways the economic situation of the individual companies. Above all that, one has to take into account the individual risks coming from the operation of the individual companies, the change of which may influence significantly the price of the stocks. The individual risk of the stocks may be decreased by diverzification. |
| Recommended minimum investment horizon: | 3 years |
| Inception: | 01.24.1997. |
| Net asset value - 02-02-2012: | 2 324 089 869 HUF |
| ISIN code: | HU0000701842 |
| Custodian: | UniCredit Bank Hungary Zrt. |
| Auditor: | Deloitte Könyvvizsgáló és Tanácsadó Kft. |
Hungarian funds
