Luminor Sabalansētais ieguldījumu plāns


03.02.2005

Luminor Bank AS

Balanced

Medium

Investment policy:

The objective of the investment plan is to ensure the growth in value of the investment in the long run by following a balanced investment strategy, in order to contribute to faster increase of the pension capital, which allows receiving higher old-age pension than from participating only in the pension system’s first pillar. Allocation of the assets of the investment plan to debt securities (bonds and bills) protects its value against sharp short-term fluctuations, contributing to stable increase in its value. The objectives of the investment plan are to be achieved by investing part of the assets (up to 25%) in equity markets, since according to the investment theory over a defined period of time investments in equity markets secure higher returns than those in debt securities.

Management costs:

Fixed management fee: 0.50% per annum
Performance fee: from 0% till 0.60% per annum

Manager:

Tarass Buka

Fund manager:

Luminor Asset Management IPAS

Description of the fund manager:

Luminor Asset Management IPAS (formerly – IPAS DNB Asset Management) is a part of Luminor Group owned by Nordea Bank AB – the leading provider of financial services in the Nordic countries - and DNB Bank ASA, the leading provider of financial services in Norway, both having long-term experience in management of insurance and pension products.

40003699053

17.12.2004

EUR 5 000 000

PricewaterhouseCoopers SIA


Reports:

Quarter 1 Quarter 2 Quarter 3 Quarter 4 Annual report
Statement Report Statement Report Statement Report Statement Report
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2005


Contacts


Skanstes iela 12, Rīga, LV-1013
+371 6717 1880
www.luminor.lv

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