INVL Maksimālais 16+


15.10.2015

AS "INVL atklātais pensiju fonds”

40003377918

AS "SEB banka”

Active 100

LV28UNLA0055000597212

Description:

AS "INVL atklātais pensiju fonds” is the oldest private pension fund in Latvia, which was established in 1998. The experience we have gained allows us to offer our customers individual approach and value-added investment solutions. Our pension plans are managed on the basis of a life-cycle approach that states that the investment strategy of the plans is based on the age of the pension plan participants.

Investment policy:

The pension plan has an active investment policy. We recommend to choose a pension plan “INVL Maksimālais 16+” with up to 100 percent equity investments for participants aged 16-46. Share prices sometimes fluctuate and that can cause losses over the short term. Such changes reflect these funds’ greater short-term volatility, but in the long term the investments are usually profitable.

Management costs:

Pension fund`s administration costs: 0%
Fund manager`s commission: 0%
Custodian bank`s commission: 0%
Fee from contributions during the first year of participation: 30%, max.200EUR

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
info@invl.com
www.invl.lv

Aleksejs Marčenko

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