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 19.05.2025
Short-term returns
Long-term returns
Annualized returns
1 day
-0.51% (vērtības samazināšanās)
1 year
7.55% (vērtības pieagums)
1 year
7.55% (vērtības pieagums)
1 month
11.84% (vērtības pieagums)
3 years
40.40% (vērtības pieagums)
3 years
11.98% (vērtības pieagums)
3 months
-6.76% (vērtības samazināšanās)
5 years
5 years
6 months
-1.35% (vērtības samazināšanās)
10 years
10 years
Year to date (YTD)
-2.23% (vērtības samazināšanās)