Luminor indeksu ieguldījumu plāns Ilgtspējīgā nākotne


03.06.2021

40003699053

Luminor Bank AS

Active 100

High

 

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 100% of the Plan assets in the global stock markets using investment fund that replicate stock markets indices. The plan’s investments can be made in different currencies. The plan’s assets are mainly invested in investment funds whose replicated stock markets indices take into account environmental, social and governance (ESG) criteria. The investment plan follows a long-term strategy, which allows for significant short-term fluctuations in the value of the investment plan, which correspond to the fluctuations of the global stock markets. The investment plan may be recommended to those participants who are at least 15 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: 0.32% per annum
Performance fee: 0.00% per 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


Contacts


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

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