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 27.05.2026
Short-term returns
Long-term returns
Annualized returns
1 day
0.43% (vērtības pieagums)
1 year
18.05% (vērtības pieagums)
1 year
18.05% (vērtības pieagums)
1 month
3.98% (vērtības pieagums)
3 years
38.67% (vērtības pieagums)
3 years
11.51% (vērtības pieagums)
3 months
3.92% (vērtības pieagums)
5 years
29.96% (vērtības pieagums)
5 years
5.38% (vērtības pieagums)
6 months
10.69% (vērtības pieagums)
10 years
129.98% (vērtības pieagums)
10 years
8.68% (vērtības pieagums)
Year to date (YTD)
9.80% (vērtības pieagums)