Ieguldījumu plāns „INVL Ekstra 16+”


12.07.2006

AS "Swedbank”

Active

High

Investment policy:

Investment plan "INVL Extra 16+" has an active investment policy. Up to 50% of the plan assets may be invested in equities and investment funds. Such strategy should lead to higher profits and reduce investment risks due to experience of the world's top fund managers, which motivates to invest in investment funds rather than individual equities Plan participants have the opportunity to achieve 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
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006


Contacts


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

Aleksejs Marčenko

Partners