Luminor Sabalansētais ieguldījumu plāns


03.02.2005

Luminor Bank AS

Balanced

Medium

Investment policy:

Investment strategy of Luminor Sabalansētais ieguldījumu plāns is focused on safe investments in debt securities and deposits with credit institutions, that protects investment plan participants from sharp short-term fluctuations in value. At the same time the participants acquire from the favorable situation in the financial markets, because part of the investment plan (no more than 25%) assets are invested in stocks and other equity securities. Participation in the investment plan leads to greater pension capital increase in the future, allowing for greater pension than participants of the first pension pillar.

Management costs:

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