Swedbank ieguldījumu plāns Dinamika Indekss
05.08.2021
AS "Swedbank"
Active 100
High
Investment policy:
The target proportion for investments in Equity Securities is 100% of the Investment Plan's total assets and investments are made in investment funds that replicate the stock market indices of the global developed economies. At the same time, the Asset Manager gives preference to investments that contribute to the environmental and social characteristics of the Investment Plan. Investments are mainly made in euros.
Management costs:
Up to 0.30% per year consisting of a fixed management fee of 0.30% per 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:
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| 2024 |
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| 2023 |
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| 2022 |
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| 2021 |
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Contacts
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Balasta dambis 15, Rīga, LV 1048 67 444 444
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Oskars Briedis |
