NORVIK IPS plāns "Venta"


12.09.2003

AS Swedbank

Balanced

Medium

Investment policy:

The investment policy of the plan VENTA is balanced. The assets of the investment plan will be mainly invested in fixed income securities and deposits with credit institutions which will ensure stable increase of the investment plan’s value and protect the investment plan’s value from sharp short-term fluctuations. At the same time, a part of the investment plan assets (up to 25%) may also be invested in equity securities (shares) with the appropriate market risk, which will allow using favourable situations on the financial markets to gain additional profit from the increase of its value.

Management costs:

Max 2.000% / year

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

Manager:

Ģirts Veģeris

Fund manager:

AS "NORVIK ieguldījumu pārvaldes sabiedrība "

Description of the fund manager:

AS NORVIK ieguldījumu pārvaldes sabiedrība was established on 24 September 1998 and is one of the oldest Latvian investment companies which has accumulated vast investment experience by successfully managing investment funds.
AS NORVIK ieguldījumu pārvaldes sabiedrība is a subsidiary of AS NORVIK BANKA.
On 16 December 2002 AS NORVIK ieguldījumu pārvaldes sabiedrība concluded an agreement with the State Social Insurance Agency on the management of the funds of a state-funded pension scheme.

000341159

04.10.2002

EUR 2 034 447,80

PricewaterhouseCoopers SIA


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Contacts


Rīga, Ernesta Birznieka - Upīša ielā 21
67011592, 67011591
www.norvik.eu

Ģirts Veģeris

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