Swedbank ieguldījumu plāns 1970+


08.01.2019

AS "Swedbank”

Active 100

High

 

Investment policy:

Management is carried out using a life-cycle investment strategy, which means that the level of risk is reduced according to the age of the target participants. Currently, the target proportion of investments in Equity Securities is 100% of the Investment Plan's total assets.
Investments are made in stocks and investment funds investing in stocks, as well as in alternative investment funds. Investments are mainly made in euros. The Asset Manager may employ derivative financial instruments for risk mitigation purposes, as well as borrowings for ensuring short-term liquidity. In order to ensure maximum diversification of investments and the potentially best risk-return profile, the Investment Plan does not set specific targets for particular industries or geographical regions.

Management costs:

Up to 0,47 % per year. Fixed management fee: 0.42 % year, perfomance fee: up to 0.05% year. In addition, other trading and investment plan management expenses of up to 0.05% per year are deducted from the Investment Plan assets.

Manager:

Oskars Briedis

Fund manager:

AS "Swedbank Ieguldījumu Pārvaldes Sabiedrība"

Description of the fund manager:

"Swedbank Ieguldījumu Pārvaldes Sabiedrība AS" is Latvia`s biggest state funded pension scheme (or the 2nd pension pillar) asset management company in Latvia. It is also an investment management company that boasts the longest track record in this field in Latvia, and is fully-owned subsidiary of Swedbank Robur based in Sweden. In the asset management an active cooperation between Latvian and Swedish companies takes place, drawing Swedbank Robur's long experience in international markets and, combining it with the local market knowledge.

40003337582

21.06.2002

EUR 3 000 000

SIA "PricewaterhouseCoopers"


Reports:

Quarter 1 Quarter 2 Quarter 3 Quarter 4 Annual report
Statement Report Statement Report Statement Report Statement Report
2024
2023
2022
2021
2020
2019


Contacts


Balasta dambis 15, Rīga, LV 1048
67 444 444
www.swedbank.lv

Oskars Briedis

Partners