Gránit Lendület Mixed Investment Fund

Gránit Lendület Mixed Securities Fund is a dynamic mixed fund that aims to provide higher returns than retail government bonds over the medium to long term. As a mixed fund, it can hold bonds, stocks, and investment funds in its portfolio to achieve returns higher than the benchmark index. The portfolio managers actively adjust the weight of each asset class based on market developments. As a dynamic mixed fund, it has a higher than average risk profile. This fund may not suit investors who intend to withdraw their money within 4 years.

Fund classification Dynamic Mixed Funds
ISIN code HU0000724539
Net asset value 9 390 949 462 HUF
Currency HUF
Unit price 1.65416800 HUF
Settlement say for purchase orders T+2 days
Redemption orders T+3 days
Category Mixed
Geographical exposure Global

Risk

i

·  Lowest risk (1):
We have classified this product as 1 out of 7, which is the lowest risk class.
This rates the potential losses from future performance at a very low level, and poor market conditions are very unlikely to impact our capacity to pay you.

·  Low risk (2):
We have classified this product as 2 out of 7, which is a low risk class.
This rates the potential losses from future performance at a low level, and poor market conditions are very unlikely to impact our capacity to pay you.

·  Medium-low risk (3):
We have classified this product as 3 out of 7, which is a medium-low risk class.
This rates the potential losses from future performance at a medium-low level, and poor market conditions are unlikely to impact our capacity to pay you.

·  Medium risk (4):
We have classified this product as 4 out of 7, which is a medium risk class.
This rates the potential losses from future performance at a medium level, and poor market conditions could impact our capacity to pay you.

·  Medium-high risk (5):
We have classified this product as 5 out of 7, which is a medium-high risk class.
This rates the potential losses from future performance at a medium-high level, and poor market conditions will likely impact our capacity to pay you.

·  Second-highest risk (6):
We have classified this product as 6 out of 7, which is the second-highest risk class.
This rates the potential losses from future performance at a high level, and poor market conditions are very likely to impact our capacity to pay you.

·  Highest risk (7):
We have classified this product as 7 out of 7, which is the highest risk class.
This rates the potential losses from future performance at a very high level, and poor market conditions are very likely to impact our capacity to pay you.
1
2
3
4
5
6
7
We have classified this product as 3 out of 7, which is a medium-low risk class. This rates the potential losses from future performance at a medium-low level, and poor market conditions are unlikely to impact our capacity to pay you.

Recommended Holding period

4 év
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Performance of calendar years

2023 18.49 %
2022 -5.20 %
2021 7.58 %
2020 21.02 %

Historical return

3 months -3.69%
6 months 0.53%
1 year* 6.1%
3 years* 10.55%
5 years* 9.87%
10 years* 0%
Year-to-date return -1.74%
Return since inception 10.28%

* Annual and over-year returns are annualized. When annualizing, returns are proportional to the number of days that have passed.

Reference day:

Unit price change

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Important notice

The descriptions of the funds managed by Gránit Asset Management Plc. (registered office: H-1134 Budapest, Váci road 17; company registration number: 01-10-046307) are prepared as informative marketing materials, therefore, it has not been prepared in accordance with legal requirements promoting the independence of investment research. Furthermore, it is not subject to restrictions regarding trading before the distribution of investment research. This document does not qualify as investment analysis or investment advice. The disclosed data always refers to the past, and past performance is not a reliable indicator of future results.  All investors are advised to consult the prospectus, the fact sheet, the terms and conditions, and other documents of the investment funds and the services offered, which are available on the Asset Manager’s website (www.granitalapkezelo.hu). The prices of investment units issued by investment funds may change positively and negatively based on market processes. The investment unit may lose its entire value, but it does not result in an additional payment obligation. Every investor must make the investment decision based on their own judgment and at their own risk.

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More funds

Fund

Currency

Category

Recommended
holding period

Risk

1 year return

Gránit Absolute Return Investment Fund

  • HUF
  • Absolute return
  • 4 év
1
2
3
4
5
6
7
We have classified this product as 2 out of 7, which is a low risk class. This rates the potential losses from future performance at a low level, and poor market conditions are very unlikely to impact our capacity to pay you.
  • 3.71%

KOCKÁZAT

1
2
3
4
5
6
7
We have classified this product as 2 out of 7, which is a low risk class. This rates the potential losses from future performance at a low level, and poor market conditions are very unlikely to impact our capacity to pay you.

Javasolt befektetési időtáv

  • 4 év

Hozam (1 év, HUF):

  • 3.71%

HOZAM

3 months -3.64%
6 months -0.94%
1 year* 3.71%
3 years* 7.7%
5 years* 6.18%
10 years* 3.04%
Year-to-date return -1.96%
Return since inception 3.95%

LEZÁRT NAPTÁRI ÉVEK TELJESÍTMÉNYE

2023 13.20 %
2022 0.64 %
2021 2.50 %
2020 1.50 %
2019 4.43 %
2018 -4.86 %
2017 8.11 %
2016 1.43 %
2015 -0.71 %
2014 6.70 %
2013 1.56 %
2012 7.16 %

AZ ALAP ÁRFOLYAMÁNAK ALAKULÁSA

Grafikon betöltése...

* Az éves és az éven túli hozamok évesítettek. Az évesítésénél a
hozamokat az eltelt napok számával arányosítjuk.

TOVÁBBI RÉSZLETEK

Gránit Derivative Investment Fund

  • HUF
  • Absolute return
  • ≥ 4 év
1
2
3
4
5
6
7
We have classified this product as 2 out of 7, which is a low risk class. This rates the potential losses from future performance at a low level, and poor market conditions are very unlikely to impact our capacity to pay you.
  • 7.48%

KOCKÁZAT

1
2
3
4
5
6
7
We have classified this product as 2 out of 7, which is a low risk class. This rates the potential losses from future performance at a low level, and poor market conditions are very unlikely to impact our capacity to pay you.

Javasolt befektetési időtáv

  • ≥ 4 év

Hozam (1 év, HUF):

  • 7.48%

HOZAM

3 months 0.89%
6 months 3.72%
1 year* 7.48%
3 years* 8.09%
5 years* 6.58%
10 years* 1.98%
Year-to-date return 1.01%
Return since inception 1.93%

LEZÁRT NAPTÁRI ÉVEK TELJESÍTMÉNYE

2023 13.17 %
2022 1.85 %
2021 6.44 %
2020 1.50 %
2019 -5.37 %
2018 -1.16 %
2017 5.79 %
2016 -6.60 %
2015 -1.36 %
2014 -0.76 %
2013 1.91 %

AZ ALAP ÁRFOLYAMÁNAK ALAKULÁSA

Grafikon betöltése...

* Az éves és az éven túli hozamok évesítettek. Az évesítésénél a
hozamokat az eltelt napok számával arányosítjuk.

TOVÁBBI RÉSZLETEK

Gránit Bond Investment Fund

  • HUF
  • Bond
  • ≥ 3 év
1
2
3
4
5
6
7
We have classified this product as 3 out of 7, which is a medium-low risk class. This rates the potential losses from future performance at a medium-low level, and poor market conditions are unlikely to impact our capacity to pay you.
  • 6.7%

KOCKÁZAT

1
2
3
4
5
6
7
We have classified this product as 3 out of 7, which is a medium-low risk class. This rates the potential losses from future performance at a medium-low level, and poor market conditions are unlikely to impact our capacity to pay you.

Javasolt befektetési időtáv

  • ≥ 3 év

Hozam (1 év, HUF):

  • 6.7%

HOZAM

3 months 0.59%
6 months 2.22%
1 year* 6.7%
3 years* 6.71%
5 years* 0.04%
10 years* 1.62%
Year-to-date return 0.7%
Return since inception 3.96%

LEZÁRT NAPTÁRI ÉVEK TELJESÍTMÉNYE

2023 25.86 %
2022 -12.42 %
2021 -11.13 %
2020 1.23 %
2019 4.95 %
2018 -1.09 %
2017 6.57 %
2016 6.19 %
2015 4.43 %
2014 11.81 %
2013 7.01 %
2012 22.18 %

AZ ALAP ÁRFOLYAMÁNAK ALAKULÁSA

Grafikon betöltése...

* Az éves és az éven túli hozamok évesítettek. Az évesítésénél a
hozamokat az eltelt napok számával arányosítjuk.

TOVÁBBI RÉSZLETEK

Gránit EuróKamat „I” Series

  • EUR
  • Absolute return
  • 3 év
1
2
3
4
5
6
7
We have classified this product as 3 out of 7, which is a medium-low risk class. This rates the potential losses from future performance at a medium-low level, and poor market conditions are unlikely to impact our capacity to pay you.
  • 0%

KOCKÁZAT

1
2
3
4
5
6
7
We have classified this product as 3 out of 7, which is a medium-low risk class. This rates the potential losses from future performance at a medium-low level, and poor market conditions are unlikely to impact our capacity to pay you.

Javasolt befektetési időtáv

  • 3 év

Hozam (1 év, HUF):

  • 0%

HOZAM

3 months 0.91%
6 months 0%
1 year* 0%
3 years* 0%
5 years* 0%
10 years* 0%
Year-to-date return 0.19%
Return since inception -0.09%

LEZÁRT NAPTÁRI ÉVEK TELJESÍTMÉNYE

Nincs elérhető teljesítményadat.

AZ ALAP ÁRFOLYAMÁNAK ALAKULÁSA

Grafikon betöltése...

* Az éves és az éven túli hozamok évesítettek. Az évesítésénél a
hozamokat az eltelt napok számával arányosítjuk.

TOVÁBBI RÉSZLETEK

Gránit EuróKamat „A” Series

  • EUR
  • Absolute return
  • 3 év
1
2
3
4
5
6
7
We have classified this product as 3 out of 7, which is a medium-low risk class. This rates the potential losses from future performance at a medium-low level, and poor market conditions are unlikely to impact our capacity to pay you.
  • 0%

KOCKÁZAT

1
2
3
4
5
6
7
We have classified this product as 3 out of 7, which is a medium-low risk class. This rates the potential losses from future performance at a medium-low level, and poor market conditions are unlikely to impact our capacity to pay you.

Javasolt befektetési időtáv

  • 3 év

Hozam (1 év, HUF):

  • 0%

HOZAM

3 months 0.9%
6 months 0%
1 year* 0%
3 years* 0%
5 years* 0%
10 years* 0%
Year-to-date return 0.17%
Return since inception -0.2%

LEZÁRT NAPTÁRI ÉVEK TELJESÍTMÉNYE

2024 6.74 %
2023 13.32 %
2022 5.6 %
2021 -0.17 %
2020 4.38 %
2019 1.08 %
2018 -1.02 %
2017 3.59 %
2016 2.72 %
2015 - %

AZ ALAP ÁRFOLYAMÁNAK ALAKULÁSA

Grafikon betöltése...

* Az éves és az éven túli hozamok évesítettek. Az évesítésénél a
hozamokat az eltelt napok számával arányosítjuk.

TOVÁBBI RÉSZLETEK
TOVÁBBIAK BETÖLTÉSE

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ÁLLÁSAJÁNLATOK

Gránit Asset Management Ltd.

1134 Budapest, Váci út 17.

alapkezelo@granitalapkezelo.hu

(06 1) 888 4120

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