C Akciju indeksu plāns 15-50

The plan aims for long-term capital growth. Up to 100% of its assets are invested in global equity markets and investments are mainly made through funds that track major global stock market indices in both developed and emerging markets, such as index funds and ETFs.
The plan follows a passive investment approach, keeping equity investments at up to 100% regardless of market conditions. The main goal of using index tracking funds and passive management is to reduce management costs.

Results

Year to date	1 month	3 months	6 months	1 year	2 years	3 years	5 years	Since inception
14.25%	0.30%	10.03%	10.59%	24.97%	14.71%	17.63%	-	12.34%

Management Company: IPAS “CBL Asset Management”
Custodian Bank: Citadele banka
Date of Creation: 15/02/2022
Currency: EUR
Regulator: Bank of Latvia (Latvijas Banka)
Fixed fee: 0.235% per year. The fee consists of Fixed fund management fee: 0.17%, and Fee to the custodian bank: 0.065%
Maximum Total Fee: Up to 0.285% per year