INVL pensiju plāns "Jūra - Aktīvais"
This fund is no longer available07.03.2008
AS "INVL atklātais pensiju fonds”
40003377918
AS "SEB banka”
Active 50
LV51UNLA0055000597186
Description:
AS "INVL atklātais pensiju fonds” is the oldest private pension fund in Latvia, which was established in 1998. The Fund currently offers its customers six pension plans with different investment strategies. We seek to offer the most suitable pension fund by adhering to the life-cycle pension fund concept, dividing up investment risk across the different stages of life.
Investment policy:
Pension plan has an active investment policy, with the aim of long term growth of the capital, considering that 80% of the pension plan assets may be invested in equities.
Management costs:
Pension fund`s administration costs 1%
Fund manager`s commission 1%
Custodian bank`s commission 0.1%
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 and 4 pension 3rd pillar plans.
40003605043
11.06.2004
EUR 2 000 000
"KPMG Baltics" AS
Contacts
|
Elizabetes iela 10B-1, Rīga, LV-1010 67092988
|
Aleksejs Marčenko |
