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Pension funds Stage 2 Active Investment Mažesnis tekstas Normalus tekstas Didesnis tekstas Spausdinti

Active Investment pension fund

Launch date

2003.08.28

Recommended to young or risk-accepting participants

Manager UAB "Finasta Asset Management"  
Strategy

The assets of this fund are invested in shares and/or investment funds that invest primarily in equity securities (up to 50 percent) and in debt securities, money market instruments and/or investment funds that invest primarily in debt securities and money market instruments (up to 100 percent). This fund, as an additional investment instrument in forming a personal investment portfolio, is recommended to those who prefer higher than average investment risk and plan to invest for a longer period of time.

Benchmark 
0.5  * Ethical Euro Composite Index + 0.25 * DJ EURO STOXX MIIDCAP + 0.25  * DJ EU ENLARGED
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Fees  
Payment 1.49%
Management* 0.99%
Transfer** 0%

*Annual fee included in the unit listing value

**Applied when transferring to another  fund of the same manager or to another company’s pension fund

Composition

50% bonds,
50% shares

 

Past results do not guarantee future results. Value of investments can either rise or fall. You can recover less than you invested.

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