Ieguldījumu plāns „INVL Komforts 47+”


12.07.2006

AS "Swedbank”

Balanced

Medium

Investment policy:

Investment plan "INVL Komforts 47+" has balanced investment policy. The assets of the plan are invested in financial instruments with low level of risk - bills, bonds, corporate debt securities and deposits. Part of the investments will be made in shares and other equity securities, investing in them no more than 25% of the existing pension plan assets. The investment policy provides a greater profit potential in the long term.

Management costs:

Fixed management fee: 1 % year
Perfomance fee: to 1 % 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
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2015
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2013
2012
2011
2010
2009
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2007
2006


Contacts


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

Aleksejs Marčenko

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