Investment plan:
INDEXO plan Izaugsme 55–62
Suitable for people aged 55–62 who are looking for a safe way to manage and grow their savings while gradually approaching retirement age.
Plan profile
"INDEXO plan Izaugsme 55–62" is the first Latvian 2nd pillar pension plan that offered clients investments in index-linked funds.
Compared to other INDEXO pension plans, this plan is characterised by a moderately high potential return and moderately high volatility (risk).
Compared to other INDEXO pension plans, this plan is characterised by a moderately high potential return and moderately high volatility (risk).
Investment profile: developed market equities, investment-grade bonds and alternative investment funds
Good results delivered to clients since the plan’s inception
Suitable for investors aged 55–62
What can we guarantee?
A modern investment policy aligned with global standards and low costs.
Transparency in both costs and results. Subscribe to our updates and receive a clear quarterly report on investment plan performance in your email.
The highest security standards.
What we don’t promise?
Fairy tales that investment values will always grow rapidly. No one can make such promises.
That there won’t be declines. Short-term fluctuations are expected, but remember: the global economy grows in the long term.
Instant results. We save for retirement over several decades, so investment results should be evaluated in the long term.
Key plan features
Inception date: 3 July 2017.
Average annual costs of index funds in the portfolio: 0.10%. These costs affect the investment plan’s return but are not included in management fees.
Investment in equity funds: up to 50% of assets, with a small portion invested in alternative investment funds.
Average annual costs of index funds in the portfolio: 0.10%. These costs affect the investment plan’s return but are not included in management fees.
Investment in equity funds: up to 50% of assets, with a small portion invested in alternative investment funds.
All INDEXO investment plans
To make the choice easier, we have included the recommended age in the investment plan names
16-55
INDEXO plan Jauda
55-62
INDEXO plan Izaugsme
62+
INDEXO plan Konservatīvais
