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 24.07.2025
Short-term returns
Long-term returns
Annualized returns
1 day
-0.02% (vērtības samazināšanās)
1 year
4.17% (vērtības pieagums)
1 year
4.17% (vērtības pieagums)
1 month
2.44% (vērtības pieagums)
3 years
20.77% (vērtības pieagums)
3 years
6.49% (vērtības pieagums)
3 months
8.00% (vērtības pieagums)
5 years
39.46% (vērtības pieagums)
5 years
6.88% (vērtības pieagums)
6 months
0.60% (vērtības pieagums)
10 years
89.72% (vērtības pieagums)
10 years
6.61% (vērtības pieagums)
Year to date (YTD)
2.15% (vērtības pieagums)