INDEXO 2nd pension
pillar results
Our approach offers stability and transparency, with
lower costs compared to actively managed funds.
Before delving into the results, remember:
We save for retirement for several decades, so the results should be evaluated in the long term
Financial statistics show that an investor who gets confused and jumps between plans in a crisis will almost certainly remain among the losers.
In the long term, the stock market has always grown strongly, but in the short term, fluctuations must be expected
In the long run, the investor who stays calm and sticks to the set route makes money along with the global economy
Performance of investment plans
| YIELD, % PER YEAR | |||||||
| Ieguldījumu plāns |
1 year | 2 years | 3 years | 5 years | Since start | Asset value | |
|---|---|---|---|---|---|---|---|
| INDEXO Jauda 16-50 |
24.44 | 16.7 | 9.61 | 10.43 | 9.96 | 1.843099 | |
| INDEXO Izaugsme 47-57 |
13.11 | 7.19 | 2.95 | 4.96 | 5.09 | 1.418025 | |
| INDEXO Konservatīvais 55+ |
5.18 | 0.65 | -3.49 | -1.8 | -0.85 | 0.947998 | |
Value of INDEXO investment plan units 15.07.2024.
INDEXO investment plan performance reports
Plan
Year
Quarter
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