CBL Atklātais pensiju fonds

On changes to the investment policy for the CBL Sabalansētais pension plan

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We would like to inform you that, as of July 1st, 2022, there will be changes made to the CBL Sabalansētais pension plan (hereafter: Pension Plan) investment policy for the period 2021-2023. The Pension Plan’s balance of assets will change: the Pension Plan’s investments in shares, the risk capital market, real estate, alternative investment funds and investment fund certificates will increase to 25 percent from the previous 20 percent. Even after these changes to the investment policy, the Pension Plan will maintain its balanced investment strategy, and the changes will not impact the risk level of the Pension Plan investors’ investments.

The current version of the CBL Sabalancētais investment policy is available here: https://www.citadele.lv/lv/private/3rd-pension/plans/

You can receive more detailed information on the changes by calling our information line on 6 701 0147 or by emailing pfonds@cbl.lv.

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