SEB Balanced Plan

This plan has been designed for you, if you want a stable and at the same time sufficiently dynamic growth of your pension capital. The stability of the plan will be ensured by the placement of the assets chiefly in high quality interest-bearing securities and bank deposits It is planed to derive additional earnings by investing in shares in favorable market situations.

Investment strategy

15% of the assets may be invested in shares, the rest in high quality interest-bearing securities.

Investment geography

To balance the risks between investments in Latvian and foreign markets, 30% of the Plan assets are invested abroad (mostly in the European Union countries and the USA).

The per share value of the Mutual Fund is set and published daily, enabling you to evaluate the results of the Fund's investments and follow the growth of your capital. The values of the SEB banka and SEB Wealth Management investment plans may be seen in the section Plan Value or ascertained in any SEB banka Client Service Center.

Apply for the SEB investment plans at any SEB banka Client Service Center or Ibanka!