NORVIK IPS plāns "Gauja"


12.09.2003

AS Swedbank

Active

High

Investment policy:

The main objective of the plan is to ensure the increase of the assets accrued under the investment plan by implementing an active investment strategy. A part of the investment plan assets will be invested in fixed income securities and deposits with credit institutions, which will ensure smooth and stable increase of the plan value. At the same time, a considerable part of the investment plan assets (up to 50%) may be invested in equity securities (shares) with the appropriate market risk, which will allow for faster increase of the investment plan value in the long run.

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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Quarter 1 Quarter 2 Quarter 3 Quarter 4 Annual report
Statement Report Statement Report Statement Report Statement Report
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2003


Contacts


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

Ģirts Veģeris

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