The primary objective of the investment program to adopt a conservative investment approach by allocating 25% of its assets to equity funds and 75% to bond funds. This strategy aims to prioritize stability and income generation while maintaining a modest exposure to equities.

Investors with a lower risk tolerance, who prioritize capital preservation and income generation, may find this program suitable. The emphasis on bond funds provides a more conservative investment path, potentially resulting in lower portfolio value fluctuations. 

Program structure

Returns

as of 22.01.2026
Short-term returns
Long-term returns
Annualized returns
1 day
0.29% (vērtības pieagums)
1 year
4.19% (vērtības pieagums)
1 year
4.19% (vērtības pieagums)
1 month
1.19% (vērtības pieagums)
3 years
22.13% (vērtības pieagums)
3 years
6.89% (vērtības pieagums)
3 months
0.69% (vērtības pieagums)
5 years
14.72% (vērtības pieagums)
5 years
2.78% (vērtības pieagums)
6 months
3.51% (vērtības pieagums)
10 years
59.59% (vērtības pieagums)
10 years
4.79% (vērtības pieagums)
Year to date (YTD)
0.65% (vērtības pieagums)