INDEXO 3rd pension pillar results

An index approach means investing in many different stocks or bonds, representing a broad segment of the market.

This diversified 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 pension plans

YIELD, % PER YEAR
Pension plan 1 year 2 years 3 years 5 years Since start Asset value
INDEXO
Akciju plāns
24.2 17.7 10.46 n/a 10.37 1.3796
INDEXO
Obligāciju plāns
4.3 1.4 -3 n/a -2.81 0.9112
INDEXO pension plan unit value 21.06.2024.

INDEXO pension plan performance reports

Plan

Year

Quarter

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INDEXO
2nd pension pillar

6% of your salary is already being saved in 2nd pension pillar. Invest it more effectively with INDEXO.
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INDEXO
3rd pension pillar

Make contributions to 3rd pension pillar and save using automated investment system.
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Choose the best
plan for your age

INDEXO Jauda

16-50
Best for 16-50
year olds!
Volatile, with high profit potential
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Documents and conditions

INDEXO Izaugsme

47-57
Best for 47-57
years olds!
Moderately volatile, with moderately high profit potential
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Documents and conditions

INDEXO Konservatīvais

55+
Best for 55+!
Stability in the years before retirement
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Documents and conditions

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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

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