| Invests in the following assets: | The government securities part of the portfolio is the dominant one, besides that it invests in the stocks of the biggest companies of the developed contries and of the promising companies of Eastern-Europe. |
| Possible portfolio elements: | - Securities embodying credit relations issued by Hungarian, Central-and East-European, Western-European and USA issuers (bonds in the first place);
- Those bonds of BUX, Central-Europe, Western-Europe and of the USA that represent the biggest capitalization.
|
| Investment target: | To offer a truly global investment alternative with moderate risk, that can mean a life long investment solution for the investors. |
| Reference index: | 65% MAX Composite,10% CETOP20, 25% MSCI World |
| Risk level: | Moderate risk |
| Risk factors: | The judgement of the stock markets is profoundly influenced by the changes of the domestic and foreign macroeconomic environment. One has to take into account the risks coming from the changes of the currency and interest rates of the different countries. Besides the macroeconomic factors, the individual risk coming from the operation of the individual companies can also affect the stock prices. |
| Recommended minimum investment horizon: | 5 years |
| Inception: | 10.30.2000. |
| Net asset value - 02-02-2012: | 2 341 062 333 HUF |
| ISIN code: | HU0000701941 |
| Custodian: | UniCredit Bank Hungary Zrt. |
| Auditor: | Deloitte Könyvvizsgáló és Tanácsadó Kft. |
Hungarian funds
