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 21.01.2026
Short-term returns
Long-term returns
Annualized returns
1 day
0.41% (vērtības pieagums)
1 year
7.33% (vērtības pieagums)
1 year
7.33% (vērtības pieagums)
1 month
3.34% (vērtības pieagums)
3 years
29.86% (vērtības pieagums)
3 years
9.10% (vērtības pieagums)
3 months
3.15% (vērtības pieagums)
5 years
25.80% (vērtības pieagums)
5 years
4.70% (vērtības pieagums)
6 months
7.00% (vērtības pieagums)
10 years
134.05% (vērtības pieagums)
10 years
8.88% (vērtības pieagums)
Year to date (YTD)
2.61% (vērtības pieagums)