Investment plan: INDEXO dzīves cikla plāns 1980-1989
100% equity allocation until 2035, after which the equity allocation is reduced by 5 percentage points each year, reaching 25% in 2050.
Plan allocation: INDEXO 1980-1989
The “INDEXO dzīves cikla plāns 1980-1989” is an adaptive investment plan designed to maximise the time invested in the equity market to harness its growth potential. It is a modern, diversified, index fund-based solution for building 2nd pension pillar savings.
Compared to more conservative plans, this plan offers higher potential returns as well as higher volatility (risk).
Investment profile: Developed-market equities and, later, investment-grade bonds
Investment in diversified, high-quality, low-cost index funds
Good results delivered to clients since the plan's inception
Suitable for investors born in 1980–1989
Key plan features
Inception date: 26/09/2023
Up to 100% investment in equity funds until 2045
Other dzīves cikla plans
To make the choice easier, we have included the recommended age group in the investment plan names
