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SEB balanced plan

SEB balanced plan

  • More than 10 years are left until your retirement
  • You expect average profitability and are ready to tolerate moderate short term fluctuations
  • Investment in shares – not more than 25%

This investment plan is appropriate for you if

  • More than 10 years are left until your retirement

  • You are prepared to accept small short-term fluctuations of capital

  • You expect moderate capital growth


A global investment plan without a particular regional emphasis.
*) at least 75% – fixed income securities
*) not more than 25% – equity with growing market value and alternative investments

  Bonds, money market instruments and deposits
  Equities, securities bearing the equity risk

Savings goal

The plan is based on stable growth of pension capital, which is sufficiently dynamic at the same time.

Asset Manager at IP AS "SEB Investment Management", address: Antonijas iela 9 -12, Riga, LV-1010; holder of funds AS “SEB banka”. 2nd pension pillar investment plan prospectus and the "Fundamental information for participants" document are available under the "Documents" section.

  Profitability of the plan

  Review of the plan (LAT)

Booklet of the plan (LAT)

Basic information intended for participants

  In force to
SEB dynamic plan (LAT)
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SEB active plan (LAT)
In force
SEB balanced plan (LAT)
In force
SEB conservative plan (LAT)
In force
SEB European plan (LAT)
In force
SEB Latvian plan (LAT)
In force
SEB Index plan (LAT)
In force


  • +371 26668777
    +371 67779988

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    Other questions

    Private customers

    Mon - Fri 08.00 - 18.00

    Business customers

    Mon - Fri 08.30 - 18.00


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