Ieguldījumu plāns „INVL Ekstra 47+”


12.07.2006

AS “SEB banka”

Active 50

High

Investment policy:

Investment plan has an active investment policy. Up to 50% of the plan assets may be invested in equities and investment funds. The goal of this investment plan is to get more profit by taking medium risk. This plan is recommended for investors aged 47 to 52 years.

Management costs:

Fixed management fee: 0.6 % year
Perfomance fee: to 0.5 % 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
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2017
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2006


Contacts


Smilšu iela 7-1, Rīga, LV-1050, Latvija
67092988
lv@invl.com
www.invl.lv

Aleksejs Marčenko

Partners