Investment plan:
INDEXO plan Jauda 16-55

A powerful investment in the future. This is the plan with the highest potential return – time is your ally, make the most of it.

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Plan profile: INDEXO plan Jauda 16–55

“INDEXO plan Jauda 16–55” – an investment plan with the maximum allowed allocation to equities. It is a modern, secure, world-standard way to build your 2nd pension pillar savings.

Compared to other INDEXO pension plans, this plan offers higher potential returns but also higher volatility (risk).

Investment profile – developed market equities and alternative investment funds

Good results delivered to clients since the plan’s inception

Suitable for investors aged 16–55

What we can guarantee

Low costs and a modern, world-standard investment policy.

Transparency in both costs and results. Subscribe to our newsletter and receive a clear quarterly report on plan performance in your inbox.

The highest security standards.

What we don’t promise

Fairy tales that investment value will always grow rapidly. No one can make such promises.

That there won’t be downturns. Short-term fluctuations are expected, but remember – in the long run, the global economy grows.

Instant results. We save for retirement over several decades, so investment results should be evaluated long-term.

Key plan features

Launch date: 1 February 2018.

Average annual costs of index funds in the portfolio: 0.08%. These costs affect the investment plan’s return but are not included in management fees.
Investment in equity funds up to 100%, with a small portion allocated to alternative investment funds.