Luminor Progresīvais ieguldījumu plāns


06.04.2018

Luminor Bank AS

Active 75

High

0.52%

 

Investment policy:

The objective of the Plan is to ensure the growth in value of the investment plan in the long run, by investing up to 75% of the Plan assets in capital securities (equities), alternative investment funds and investment funds, which are allowed to invest in capital securities or financial instruments of comparable risk. The investment plan follows a long-term strategy, which allows for significant short-term fluctuations in the value of the investment plan. The investment plan may be recommended to those participants who are at least 20 years before their retirement age, or those who are ready to accept significant volatility of the value of the investment plan. The performance of the plan is not guaranteed.

Management costs:

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

Manager:

Tarass Buka

Fund manager:

Luminor Asset Management IPAS

Description of the fund manager:

Luminor Asset Management IPAS is managing various 2nd pillar and 3rd pillar pension funds. Luminor Asset Management IPAS sole shareholder is Luminor Bank AS.

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
2021
2020
2019
2018


Contacts


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

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