The main goal of the investment program is to pursue a growth-oriented strategy by allocating 75% of its assets to equity funds and the remaining 25% to bond funds. This strategy aims to maximize the potential for returns through a predominantly equity-focused approach while maintaining a level of stability through bonds.  

This program is suitable for investors with a higher risk tolerance, seeking significant capital growth. It emphasizes the potential for higher returns through a substantial exposure to equity funds, acknowledging the associated risk and potential for increased portfolio value fluctuations. 

Program structure

Returns

as of 20.11.2025
Short-term returns
Long-term returns
Annualized returns
1 day
0.69% (vērtības pieagums)
1 year
4.01% (vērtības pieagums)
1 year
4.01% (vērtības pieagums)
1 month
-1.24% (vērtības samazināšanās)
3 years
25.81% (vērtības pieagums)
3 years
7.95% (vērtības pieagums)
3 months
1.06% (vērtības pieagums)
5 years
29.60% (vērtības pieagums)
5 years
5.32% (vērtības pieagums)
6 months
2.94% (vērtības pieagums)
10 years
92.55% (vērtības pieagums)
10 years
6.77% (vērtības pieagums)
Year to date (YTD)
3.63% (vērtības pieagums)