| OVERVIEW | |
| Risk rating: | 5 (Moderately high) |
| Minimum investment period: | 3 years |
| Currency of record: | Hungarian forint |
| Currency exposure: | HUF, EUR |
| Geographical exposure: | Hungarian stock market |
| Sector exposure: | Not applicable |
| ESG preference: | Not applicable |
| BENCHMARK INDEX | |
| BUX Index | 100% |
The fund offers the best opportunities on the domestic stock market through index tracking. In addition to the four leading companies in the Hungarian economy (OTP Bank, MOL, MTelekom, and Richter), the BUX index also includes smaller-cap stocks, which may also offer higher long-term return potential. The composition of the BUX Index is replicated through physical replication, and the Fund Manager applies partial replication, as the weight of individual shares among the Fund’s equity investments may deviate from the weight of the given securities in the index by a maximum of five percentage points.
Who do we recommend it to?
We recommend it to investors who do not plan to redeem their investment units within three years and who have a higher than average risk profile.
SIFI Hungarian Index Equity Fund Series
| Sorozat | ISIN | Értéknap | Nettó eszközérték | Árfolyam | Devizanem |
|---|---|---|---|---|---|
| Series “A” | HU0000734736 | 29 January 2026 | 2 011 203 788 | 1.772149 | HUF |
| Series “U” | HU0000734173 | 29 January 2026 | 17 328 216 380 | 1.798956 | HUF |