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 27.05.2026
Short-term returns
Long-term returns
Annualized returns
1 day
-0.11% (vērtības samazināšanās)
1 year
22.49% (vērtības pieagums)
1 year
22.49% (vērtības pieagums)
1 month
4.90% (vērtības pieagums)
3 years
59.17% (vērtības pieagums)
3 years
16.76% (vērtības pieagums)
3 months
7.25% (vērtības pieagums)
5 years
74.08% (vērtības pieagums)
5 years
11.73% (vērtības pieagums)
6 months
11.29% (vērtības pieagums)
10 years
0.00% (investment_programs.table.unchanged)
10 years
0.00% (investment_programs.table.unchanged)
Year to date (YTD)
10.39% (vērtības pieagums)