Investment plan: INDEXO dzīves cikla plāns 1960-1969
Up to 30% in equity funds, the rest in European government bond funds. Life cycle transition 2026-2027: the equity share is gradually reduced from 30% to 20%.
Plan allocation: INDEXO 1960-1969
A balanced life cycle plan with a medium risk level. Investments are split between global equity index funds (up to 30%) and European government bond index funds (up to 70%). Passive management, tracking market indices.
Investment profile: Developed world equities and later – high-quality investment-grade bonds
Investment profile: Developed world equities and later – high-quality investment-grade bonds
Investment in diversified, high-quality, low-cost index funds
Strong results delivered to clients since the plan launched
Suitable for investors born in 1960–1969
Key plan features
Launch date: 03.02.2025.
Investment in equity index funds up to 30%, European government bond index funds up to 70%.
Investment in equity index funds up to 30%, European government bond index funds up to 70%.
Other life cycle plans
To make it easier to choose, we have included the recommended age in the plan names
