Investment plan: INDEXO dzīves cikla plāns 1990+
100% equity allocation until 2045, after which the equity allocation is reduced by 5 percentage points per year to 25% in 2060.
Plan allocation: INDEXO 1990+
“INDEXO dzīves cikla plāns 1990+” is an adaptive investment plan designed for maximum long-term equity market exposure to harness its growth potential. It is a modern, diversified, index fund-based solution for building pension pillar 2 savings.
Compared to more conservative plans, this plan offers higher potential returns, as well as higher volatility (risk).
Investment profile: Developed market equities and later – investment-grade bonds
Compared to more conservative plans, this plan offers higher potential returns, as well as higher volatility (risk).
Investment profile: Developed market equities and later – investment-grade bonds
Investment in diversified, high-quality, low-cost index funds
Strong results for clients since the plan’s inception
Suitable for investors born in 1990–1999
Key plan features
Inception date: 26.09.2023.
Equity fund investment up to 100% until 2045
Equity fund investment up to 100% until 2045
Other life cycle plans
To make the choice easier, we have included the recommended age in the investment plan names
