Ieguldījumu plāns „INVL Komforts 53+”


12.07.2006

AS “SEB banka”

Balanced

Medium

Investment policy:

The investment plan has balanced investment policy. Up to 25% of the plan funds can be invested in equities. This investment plan aims for steady growth. We recommend that you choose investors investors aged 53 to 57 years or those who want to take a small investment risk.

Management costs:

Fixed management fee: 0.60 % year
Perfomance fee: to 0.50 % 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, 5 pension 3rd pillar plans and alternative investment funds.

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
2019
2018
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