Investment plan:
INDEXO dzīves cikla plāns 1960-1969
30% allocation to equities until 2025. After that, the equity allocation is reduced by 5 percentage points each year, reaching 20% by 2027.
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Plan allocation
INDEXO 1960–1969
“INDEXO dzīves cikla plāns 1960–1969” is an adaptive investment plan with a moderate risk level, placing greater emphasis on bonds while maintaining a portion of investments in equities. It is a modern and balanced way to build pension Pillar 2 savings.
Compared to more aggressive plans, this plan has lower volatility (risk) as well as more moderate return potential.
European government bonds ~70%
Equities of companies in developed markets worldwide ~30%
Investment profile
Equities in developed markets worldwide and high-quality European government bonds
Key plan features and documents
Start date: 03/02/2025
Total management fees
0.52%
Fund manager fixed fee: 0.39%
Custodian bank fee: 0.07%
Transaction costs: up to 0.06%
Custodian bank fee: 0.07%
Transaction costs: up to 0.06%
The majority of assets are invested in European government bond funds, with a portion allocated to global equity funds, ensuring a balanced approach between stability and return.
Other life cycle plans
To make your choice easier, we’ve included the recommended age group in the plan names
