Investment Focus
Infond Megatrendi, the equity subfund of the Infond Umbrella Fund, invests in shares of companies whose products and services are part of structural changes in society, the environment, technology and demography (megatrends).
The fund invests in companies that excel in breakthrough innovation and operate in the following areas: renewable energy, electric vehicles, innovation in medicine and synthetic biology, cloud computing, technological innovation and new technologies, 3D printing, online security, digitalization, financial IT technologies (Fintech), blockchain technology, artificial intelligence, virtual reality, robotics, online sales and the like.
Calendar year performance
Displayed are Performances from beginning to the end of each calendar year. Performance in the current year is shown for the period from the start of the calendar year up to the date of the currently published NAV.
Performance 12 Month periods
as of 01.07.2024
PERIOD |
PERFORMANCE |
01.07.2023 - 01.07.2024 |
16,14% |
01.07.2022 - 01.07.2023 |
14,29% |
01.07.2021 - 01.07.2022 |
-40,48% |
01.07.2020 - 01.07.2021 |
24,88% |
01.07.2019 - 01.07.2020 |
2,74% |
Past performance does not predict future returns.
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The risk indicator is based on the assumption that investor holds the fund for at least 5 years.
The summary risk indicator is a guide to the level of risk of this product compared to other products. It shows how likely it is that the product will lose money because of movements in the markets or because we are not able to pay you.
We have classified the fund as 5 out of 7, which is a medium-high risk class. The summary risk indicator is based on an estimate of the magnitude of fluctuations in the value of the asset unit. Depending on the fund's operations in the future, the summary risk indicator may change. The lowest category does not mean a risk-free investment.
The Fund does not use any protection for future market performance, so you may lose all or part of your investment.