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 up to 48 years old or those who are ready to accept significant volatility of the value of the investment plan. The performance of the plan is not guaranteed.
Fixed management fee: 0.32% per annum
Performance fee: 0.00% per annum
Arturs Andronovs
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
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Skanstes iela 12, Rīga, LV-1013 +371 6717 1880
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Atis Krūmiņš |