Luminor (D) Konservatīvais ieguldījumu plāns


03.02.2005

Luminor Bank AS

Conservative

Low

Investment policy:

Investment policy of Luminor (D) Konservatīvais ieguldījumu plāns predicts conservative allocation of the assets - the assets will be invested in debt securities and deposits. Investments in equities are not covered. The investment objective of the plan is to ensure the long-term increase in the value of investments to protect its members' pension from inflation, to promote a more rapid increase in pension capital in the future, allowing for greater pension than those only participating in the 1st pension pillar. Investment Plan dispositions of debt securities (bonds and notes) protect the value of rapid short-term fluctuations, contributing to the steady increase in value.

Management costs:

Fixed management fee: 1% year
Perfomance fee: to 0,5% year

Manager:

Tarass Buka

Fund manager:

Luminor Asset Management IPAS

Description of the fund manager:

Luminor Asset Management IPAS is a subsidiary of Luminor Bank JSC - the bank’s shareholder is the biggest Norwegian finance group with extensive experience in the European financial markets and an excellent reputation that guarantees professional management of the invested assets.

40003699053

17.12.2004

EUR 3 000 000

Ernst & Young Baltic 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


Contacts


Skanstes iela 12, Rīga, LV-1013
67077100
www.luminor.lv

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