Swedbank pensiju ieguldījumu plāns "Dinamika"


02.08.2002

AS "Swedbank”

Active

High

Investment policy:

Policy of the investment plan is balanced because the assets of the plan will be invested in financial instruments with fixed income as well as equity securities. The share of the plan that will be invested in fixed income securities provides a stable increase of of the value of the investment plan. Conversely, the share that will be invested in equities (stocks), enables more rapid appreciation of the investment plan.

Management costs:

Fixed management fee: 1% year
Perfomance fee: to 1% year

Manager:

Juris Rumba

Fund manager:

AS "Swedbank Ieguldījumu Pārvaldes Sabiedrība"

Description of the fund manager:

"Swedbank Ieguldījumu Pārvaldes Sabiedrība AS" is Latvia`s biggest state funded pension scheme (or the 2nd pension pillar) asset management company in Latvia. It is also an investment management company that boasts the longest track record in this field in Latvia, and is fully-owned subsidiary of Swedbank Robur based in Sweden. In the asset management an active cooperation between Latvian and Swedish companies takes place, drawing Swedbank Robur's long experience in international markets and, combining it with the local market knowledge.

40003337582

21.06.2002

EUR 3 000 000

Deloitte Audits Latvia SIA


Reports:

Quarter 1 Quarter 2 Quarter 3 Quarter 4 Annual report
Statement Report Statement Report Statement Report Statement Report
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003


Contacts


Balasta dambis 15, Rīga, LV 1048
+371 67444137
www.swedbank.lv

Juris Rumba

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