* The exchange rate movements of international assets in the fund’s portfolio are not hedged against the forint. Thus, the savings of the fund’s investors are invested in dollar-denominated assets. This means that if the forint weakens, it adds to the underlying international assets, while if the forint strengthens, it detracts from the fund’s performance calculated in forints.

The Fund offers investors cost-effective access to the shares of hundreds of large US companies. These companies have significant economic power in both the US and global markets, from which the Fund’s investors can also benefit. Thus, investors can achieve maximum capital growth in the long term through a well-diversified portfolio consisting mainly of equity investments.

The Fund has integrated ESG criteria into its investment decision-making processes and takes into account and evaluates social and environmental impacts at the level of collective investment products.

Who is it recommended for?

The investment fund is a good choice for those who are willing to take on medium-high risk in order to achieve high returns in the long term. This Fund may not be suitable for investors who wish to withdraw their money from the Fund within 3 years.

SIFI USA Equity Fund of Funds Series