Investment plan:
INDEXO Jauda 16-55
A powerful investment in the future. This is the plan with
the highest potential return - time is your ally, use it.
Plan profile
INDEXO Jauda 16–55
"INDEXO Jauda 16–55" – investment plan with the maximum allowed investment in the stock market. It's a modern, safe, world-class way to build your 2nd pension pillar savings.
Compared to other INDEXO investment plans, this plan is characterised by higher potential returns and also higher volatility (risk).
Developed market equity funds 95 %
Less than 5 % are alternative investment funds
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: 1.02.2018
Total management costs
0.47 %
Including:
Fund manager's fixed commission: 0.39 %
Custodian bank commission: 0.08 %
Variable commission: 0.00 %
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: 0.08%. These costs affect the profitability of the investment plan, but are not included in the management costs.
Investment in equity funds up to 100%, and a small portion is 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 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.
