Portfolios

The Balanced EUR Portfolio could be the ideal solution for those who are primarily looking for international investments but also attach importance to the security of their investments. The portfolio mostly contains bonds that already provide stable and balanced yields in the medium run, while the real estate and stock funds allow the realisation of the higher yields of stocks in the long run.

To whom do we recommend it?

The Dynamic Hungarian Portfolio could be the ideal solution for those who are willing to take higher risks in the hope of higher yields and prefer investing in Hungary. Thanks to the higher proportion of stocks, the portfolio offers higher returns than balanced portfolios, but the investment value could also reduce in the short or medium run.

The Dynamic EUR Portfolio could be the ideal solution for those who are willing to take higher risks in the hope of higher yields and prefer international investments. Thanks to the higher proportion of stocks, the portfolio offers higher returns than balanced portfolios in the long run, but the investment value could also reduce temporarily in the short or medium run.

The Considerate International Portfolio could be the ideal solution for those who wish to combine Hungarian and international investment opportunities at low risk. The high proportion of bond funds ensures balanced yields already in the medium run, while the real estate investment fund creates an opportunity for reaching yields that are higher than those of conservative investments.

The Active International Portfolio could be the ideal solution for those who regard the combination of Hungarian and international investment opportunities as the key to long-term, high returns and are willing to take risks for expected higher yields.

The Eastern European Growth Portfolio could be the ideal solution for those who would like to realise returns that are higher than those achievable on the stock markets of developed economies. The portfolio invests primarily in the strategic corporations of the Russian economy, but the investor could also have a share in the profits of leading Eastern European corporations with good growth prospects.

The Developing World Growth Portfolio is ideal for investors who would like to have a share in the results of the dynamic economic growth typical of Asian markets (primarily China). In addition to the largest Chinese corporations, the portfolio also includes the stocks of other Far Eastern (Indian, Thai, Singaporean) corporations with great growth prospects and leading Russian and Eastern European companies.
In the long run, the portfolio could produce yields that are higher than those achievable on the stock markets of developed economies.

The Global Economy Growth Portfolio could be a good solution for investors who would like to have well-diversified stock investments with high expected yields in the long run and are ready to take the higher risk of stock investments.
The strong geographical diversification of the portfolio enables the investor to distribute the investment effectively between the stocks of corporations listed on the primary stock exchanges of the global economy and to also have a share in the results of the international real estate market besides securities investments.

The Trend Portfolio could be a good solution for investors who would like to have a share in the expected high long-term yields of companies that follow global economic and social trends. The portfolio invests in companies operating in areas related to environmental protection and companies that benefit from demographic changes, and its investments are, because of the industrial specialisation, less diversified than classic stock portfolios but offer the opportunity of achieving yields that are higher than those of stock investments on developed markets.

The Spectrum Portfolio offers a diversified investment with an expected high long-term yield. The portfolio could be a good solution for investors who are ready to take the higher risks of stock investments for the higher expected yield.