Ieguldījumu plāns „INVL Konservatīvais 58+”


04.11.2002

AS “SEB banka”

Conservative

Low

Investment policy:

The investment plan has conservative investment policy. This investment plan doesn’t invest in equities. The aim of investment plan is low investment risk and stable asset value growth. This plan is recommended for investors over the age of 58 and those who choose low risk investments.

Management costs:

Fixed management fee: 0.60 % year
Perfomance fee: to 0.25 % 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 200,000 clients in Lithuania and Latvia, plus international investors, with total assets under management of 850 million euros.
IPAS "INVL Asset Management" has been operating in Latvia since 2002 and currently manages 4 pension 2nd pillar investment plans and 4 pension 3rd pillar plans.

40003605043

11.06.2004

EUR 1 000 000

"KPMG Baltics" AS


Reports:

Quarter 1 Quarter 2 Quarter 3 Quarter 4 Annual report
Statement Report Statement Report Statement Report Statement Report
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003


Contacts


Elizabetes iela 10B-1, Rīga, LV-1010
67092988
lv@invl.com
www.invl.lv

Aleksejs Marčenko

Partners