Ieguldījumu plāns „INVL Konservatīvais 58+”


04.11.2002

AS "Swedbank”

Conservative

Low

Investment policy:

Investment plan "INVL Konservatīvais 58+" has conservative investment policy. The assets of the investment plan will be invested in debt securities of governments of countries with high credit ratings and debt securities issued by corporations of international financial institutions, as well as fixed bank deposits, which will ensure the stability of the investment plan. This pension plan doesn’t invest in equities.

Management costs:

Fixed management fee: 1 % year
Perfomance fee: to 0.5 % year

Manager:

Aleksejs Marčenko

Fund manager:

IPAS "INVL Asset Management”

Description of the fund manager:

IPAS “INVL Asset Management” is part of “Invalda INVL” group. Companies in the asset management group “Invalda INVL” manage pension, bond and equity funds, alternative investments, individual portfolios, private equity and other financial instruments. “Invalda INVL” group now serves more than 180,000 clients in Lithuania and Latvia, plus international investors, with total assets under management of 520 million euros.
IPAS "INVL Asset Management" has been operating in Latvia since 2002 and currently manages three pension 2nd pillar investment plans, six pension 3rd pillar plans, alternative investment funds and client individual investment portfolios.

40003605043

11.06.2004

EUR 1 000 000

"PricewaterhouseCoopers" 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
2004
2003


Contacts


Smilšu iela 7-1, Rīga, LV-1050, Latvija
67092988
lv@invl.com
www.invl.lv

Aleksejs Marčenko

Partners