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The objective of the investment direction is to provide investors with exposure to equities in emerging markets within the European region, excluding Russia. The investment direction  aims for capital appreciation by building a diversified portfolio of stocks from developing economies within Europe, including domestic Baltic region. It may appeal for investors who believe that emerging markets within Europe may present favorable growth with comparatively lower risks when compared to other developing economies of the world.  

This investment direction may be suitable for investors seeking growth opportunities in emerging markets, specifically within the European context. It is important to note that investing in emerging markets involves higher risk and potential volatility. Therefore, investors should have a high risk tolerance and a long-term investment horizon to align with the investment directions's objectives. 

The present investment object of the investment direction, allocated at 100%, is the Trigon New Europe A Fund (ISIN: LU1687402393), chosen as one of the leading funds in its category.  For more information about the fund, you can visit the fund manager's website [here] or the Morningstar analyst website [here]. 

Investment object

Fund Trigon New Europe A
Fund manager AS Trigon Asset Management
Launch date 05.12.2018
Currency EUR
ISIN code LU1687402393
Risk indicator 4
Date 16.05.2025
Price 229.19

Fund price chart

Returns

as of 16.05.2025
Short-term returns
Long-term returns
Annualized returns
1 day
-0.71% (vērtības samazināšanās)
1 year
17.04% (vērtības pieagums)
1 year
17.04% (vērtības pieagums)
1 month
9.50% (vērtības pieagums)
3 years
114.52% (vērtības pieagums)
3 years
28.97% (vērtības pieagums)
3 months
5.02% (vērtības pieagums)
5 years
193.95% (vērtības pieagums)
5 years
24.07% (vērtības pieagums)
6 months
16.26% (vērtības pieagums)
10 years
194.85% (vērtības pieagums)
10 years
11.42% (vērtības pieagums)
Year to date (YTD)
16.02% (vērtības pieagums)