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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 24.07.2025
Price 242.52

Fund price chart

Returns

as of 24.07.2025
Short-term returns
Long-term returns
Annualized returns
1 day
0.47% (vērtības pieagums)
1 year
21.02% (vērtības pieagums)
1 year
21.02% (vērtības pieagums)
1 month
6.96% (vērtības pieagums)
3 years
132.57% (vērtības pieagums)
3 years
32.49% (vērtības pieagums)
3 months
11.50% (vērtības pieagums)
5 years
183.35% (vērtības pieagums)
5 years
23.16% (vērtības pieagums)
6 months
18.30% (vērtības pieagums)
10 years
222.67% (vērtības pieagums)
10 years
12.43% (vērtības pieagums)
Year to date (YTD)
22.77% (vērtības pieagums)