Luminor (D) Aktīvais ieguldījumu plāns


03.02.2005

Luminor Bank AS

Active

High

Investment policy:

The aim of Luminor (D) Aktīvais ieguldījumu plāns is to ensure long-term increase in the value of investments, to protect its members' pension assets from inflation, to promote a more rapid increase in retirement in the future allowing for greater retirement than those participating in the 1st pension pillar, using an active and dynamic investment strategy. Investment Plan dispositions of debt securities (bonds and notes) protect the value of rapid short-term fluctuations, contributing to steady increase in value. The objectives of the plan are achieved by investing significant part of plan assets (50%) in the stock market, in accordance with the investment theory, in long-term investments in the stock market allows to achieve higher returns than investments in debt securities.

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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