The primary objective of the investment program to adopt a conservative investment approach by allocating 25% of its assets to equity funds and 75% to bond funds. This strategy aims to prioritize stability and income generation while maintaining a modest exposure to equities.

Investors with a lower risk tolerance, who prioritize capital preservation and income generation, may find this program suitable. The emphasis on bond funds provides a more conservative investment path, potentially resulting in lower portfolio value fluctuations. 

Program structure

Returns

as of 23.09.2025
Short-term returns
Long-term returns
Annualized returns
1 day
0.04% (vērtības pieagums)
1 year
4.02% (vērtības pieagums)
1 year
4.02% (vērtības pieagums)
1 month
0.56% (vērtības pieagums)
3 years
21.26% (vērtības pieagums)
3 years
6.64% (vērtības pieagums)
3 months
2.06% (vērtības pieagums)
5 years
17.70% (vērtības pieagums)
5 years
3.31% (vērtības pieagums)
6 months
3.60% (vērtības pieagums)
10 years
55.09% (vērtības pieagums)
10 years
4.49% (vērtības pieagums)
Year to date (YTD)
2.34% (vērtības pieagums)