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 19.10.2026
Short-term returns
Long-term returns
Annualized returns
1 day
-0.22% (vērtības samazināšanās)
1 year
14.73% (vērtības pieagums)
1 year
14.73% (vērtības pieagums)
1 month
0.95% (vērtības pieagums)
3 years
42.54% (vērtības pieagums)
3 years
12.54% (vērtības pieagums)
3 months
2.01% (vērtības pieagums)
5 years
27.63% (vērtības pieagums)
5 years
5.00% (vērtības pieagums)
6 months
6.24% (vērtības pieagums)
10 years
121.80% (vērtības pieagums)
10 years
8.29% (vērtības pieagums)
Year to date (YTD)
12.28% (vērtības pieagums)