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 24.07.2026
Short-term returns
Long-term returns
Annualized returns
1 day
-0.02% (vērtības samazināšanās)
1 year
15.15% (vērtības pieagums)
1 year
15.15% (vērtības pieagums)
1 month
-0.89% (vērtības samazināšanās)
3 years
33.94% (vērtības pieagums)
3 years
10.23% (vērtības pieagums)
3 months
4.43% (vērtības pieagums)
5 years
27.96% (vērtības pieagums)
5 years
5.05% (vērtības pieagums)
6 months
6.42% (vērtības pieagums)
10 years
122.44% (vērtības pieagums)
10 years
8.32% (vērtības pieagums)
Year to date (YTD)
10.16% (vērtības pieagums)