Investment plan:
INDEXO Conservative Plan 62+

A low-volatility, low-risk pension plan for those aged 62 and over – for when you feel it’s time to ease off and adopt the most cautious approach.

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Plan profile: INDEXO Conservative Plan 62+

"INDEXO Conservative Plan 62+" – an investment exclusively in funds linked to the highest quality bond indices.

Compared to other INDEXO investment plans, this plan is characterised by lower volatility, or risk, and therefore also lower potential returns.

Investment in diversified, high-quality, low-cost index funds

Investment profile – stable, highest quality EUR-denominated investment-grade bonds

Low management fees – 0.40% per year, including custodian bank commission

Suitable for investors aged 62 and over

What can we guarantee?

A modern investment policy that meets global standards, and low costs.

Transparency in both costs and results. Subscribe to our updates and receive a clear quarterly report on investment plan performance in your email.

The highest security standards.

What we don’t promise

Fairy tales that the value of investments will always grow rapidly. No one can make such promises.

That there will be no declines. Short-term fluctuations are expected, but remember – in the long run, the global economy grows.

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

Key plan features

Date of commencement: 23.04.2018.

Average annual costs of index funds included in the portfolio: 0.09%. These costs affect the investment plan’s returns but are not included in management fees.
Investment in equity funds: not applicable