Investment plan:

INDEXO Izaugsme 55–62

Suitable for people aged 55-62 who are looking for a safe way to manage
and increase their savings as they slowly approach retirement age.

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Plan profile

INDEXO Izaugsme 55–62
"INDEXO Izaugsme 55–62" – the first 2nd pension pillar plan in Latvia, which offered clients investment in index-linked funds
Compared to other INDEXO pension plans, this plan is characterized by moderately high potential returns and also moderately high volatility (risk).
Investment grade bond funds in EUR
Investment grade bond funds in the world
Developed market equity funds
Alternative investment funds
Investment profile – developed market equities, high-quality investment grade bonds, and alternative investment funds
Since the plan's inception, clients have enjoyed strong results
Suitable for investors aged 55–62

What can we provide?

Modern, world-standard investment policy and low costs.
Transparency in both costs and results. Sign up for news and receive an understandable report on the performance of investment plans in your e-mail every quarter.
The highest safety standards.

What are we not promising?

The fairy tale that the value of investments will always skyrocket is a promise that no one can make.
That there will be no falls. Fluctuations are expected in the short term, but remember - in the long term, the world economy is developing.
Immediate results. We save for retirement over several decades, so investment results should be evaluated in the long term.

Main features and documents of the plan

Date of commencement: 3.07.2017

Total management costs

0.47 %
Including:
Fund manager's fixed commission: 0.39 %
Custodian bank commission: 0.08 %
Variable commission: 0.00 %
Average annual cost of index funds included in the portfolio: 0.10%. These costs affect the profitability of the investment plan but are not included in the management costs.
Investment in equity funds: up to 50% of assets, with a small portion invested in alternative investment funds.

Other INDEXO investment plans

To make your choice easier, we have included the recommended age in the names of our investment plans
INDEXO Jauda
16-55
Learn more
INDEXO Konservatīvais
62+
Learn more

INDEXO investment committee

Marija Černoštana

A professional with more than 20 years of experience in the financial sector. For many years she led the legal arm of the Financial market in one of Latvia's largest banks. Member of the Management board of IPAS INDEXO.

Artūrs Roze

Financial professional with more than five years of experience in the financial industry. Worked in both large and small companies in Latvia. Member of the Management board of IPAS INDEXO.

Choose which
product to join

INDEXO
Bank

A money manager that
works in your best interest
Join

INDEXO
2nd pension pillar

6% of your salary is already being saved in 2nd pension pillar. Invest it more effectively with INDEXO.
Join

INDEXO
3rd pension pillar

Make contributions to 3rd pension pillar and save using automated investment system.
Join

Choose the best plan for your age

INDEXO Jauda

16-55
Best for 16-55
year olds!
Volatile, with high profit potential
Join
Documents and conditions

INDEXO Izaugsme

55-62
Best for 55-62
years olds!
Moderately volatile, with moderately high profit potential
Join
Documents and conditions

INDEXO Konservatīvais

62+
Best for 62+!
Stability in the years before retirement
Join
Documents and conditions

Forwarding to Latvija.lv
is in progress

1

Authorize on the Latvija.lv portal using one of the available methods.

2

Submit e-application for selection or change the investment plan of 2nd pension pillar

3

Choose an investment plan best for your age
Skip instructions - switch to Latvija.lv
Skip instructions - switch to Latvija.lvSkip instructions - switch to Latvija.lvSkip instructions - switch to Latvija.lv

Choose which
product to join

INDEXO
Bank

A money manager that
works in your best interest
Join

INDEXO
2nd pension pillar

6% of your salary is already being saved in 2nd pension pillar. Invest it more effectively with INDEXO.
Join

INDEXO
3rd pension pillar

Make contributions to 3rd pension pillar and save using automated investment system.
Join

Choose the best plan for your age

INDEXO Jauda

16-55
Best for 16-55
year olds!
Volatile, with high profit potential
Join
Documents and conditions

INDEXO Izaugsme

55-62
Best for 55-62
years olds!
Moderately volatile, with moderately high profit potential
Join
Documents and conditions

INDEXO Konservatīvais

62+
Best for 62+!
Stability in the years before retirement
Join
Documents and conditions

Forwarding to Latvija.lv
is in progress

1

Authorize on the Latvija.lv portal using one of the available methods.

2

Submit e-application for selection or change the investment plan of 2nd pension pillar

3

Choose an investment plan best for your age
Skip instructions - switch to Latvija.lv
Skip instructions - switch to Latvija.lvSkip instructions - switch to Latvija.lvSkip instructions - switch to Latvija.lv