The investment program is designed for an aggressive growth strategy, investing up to 100% of its assets in equity funds whereas portfolio is diversified between different regions of the world. Additional diversification effect is achieved by allocating small portion in gold. However, this approach seeks to maximize potential returns which means higher level of associated risk. 

This program is suitable for investors with a high-risk tolerance and a strong preference for aggressive growth. The focus on equities provides the potential for substantial returns but comes with a higher likelihood of significant portfolio value fluctuations. Investors should be comfortable with a high level of market volatility. 

Program structure

Returns

as of 23.09.2025
Short-term returns
Long-term returns
Annualized returns
1 day
0.24% (vērtības pieagums)
1 year
9.70% (vērtības pieagums)
1 year
9.70% (vērtības pieagums)
1 month
1.24% (vērtības pieagums)
3 years
48.96% (vērtības pieagums)
3 years
14.21% (vērtības pieagums)
3 months
7.48% (vērtības pieagums)
5 years
5 years
6 months
6.77% (vērtības pieagums)
10 years
10 years
Year to date (YTD)
2.96% (vērtības pieagums)