Model Portfolio

Five model portfolios that are optimised with the aim to maximize the expected profit at a certain risk level. Portfolios are created by using scientific studies, comprehensive knowledge of their managers and analysts as well as the experience in creation of strategic assets on the basis of future forecasts for the risk of various classes of assets and their return.

Presentation on Nordea Model Portfolios 

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Model Portfolio

 

Conservative Model Portfolio

Conservative Portfolio is suitable for investors who would like to decrease the fluctuations of the investment value, and in the result of this are ready to agree with considerate saving of the investments. Investors also must be aware that even considerate saving strategy does not exclude the possibility that the value of short-term investments might decrease or increase for more than the average result of long-term change.

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Moderate Model Portfolio

Moderate Portfolio is suitable for the investors with low risk tolerance who would like to have a moderate increase of the value of investment. Investors must be ready to accept the decrease in the value of the investment in shorter periods of time in order to increase the expected return throughout the entire period of investment.

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Balanced Model Portfolio

Balanced Portfolio is suitable for investors who would like to obtain higher expected return from the investment. Due to this reason, the investors must take into account the fluctuations in the value of investments in shorter periods of time in order to receive more considerable increase of the resources in the course of time.

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Progressive Model Portfolio

Progressive portfolio is suitable for investors who would like to receive a higher expected return from their investment. Due to this reason, investors must take into account the fluctuations in the value of investments in shorter periods of time in order to receive more considerable increase of the resources in the course of time.

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Aggressive Model Portfolio


Aggressive portfolio is suitable for investors whose principal aim is to ensure possibly higher expected return and they can tolerate larger fluctuations in the value of the portfolio including negative return of the portfolio not only in short time but also in longer period of time. In such a way, investors agree that it will take time for higher expected return to materialise in a real increase in the value of investment; in other words, it is a long term investment.

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Expected return from investment products cannot be considered as a guaranteed amount due to the fat that it is based on historic results and events in the previous period. The expected return does not provide a precise indication of the results in the future. Actual return might differ from the assumptions of the expected return indicated in this material. The value of the investment portfolio might increase or decrease on the basis of the events taking place in global financial markets that are influenced by several risk factors.

Nordea shall not bear responsibility for any loss that might occur to the client when acting in compliance with the information provided in this material. Assumptions and other aforementioned information depict the view of Nordea on the date when the material was prepared but it might change in the future without notifying about it to the client.

Nordea indicates that when relying on the indicated investment offer it is necessary to review the structure of the investment on the regular basis in line with the changes in the financial market.

In accordance with the Law of the Republic of Latvia “On Personal Income Tax”, the income of individual persons that is gained from the increase of capital is subject to the Income Tax. Nordea does not provide recommendations for solving taxation, accounting or legal issues.

This offer has been created on the basis of the Policy of Determining the Status of the Customers, the Policy of Order Fulfilment, the Policy of Interest Conflict Management, the Review of the Risks Related to the Investments that are available in the webpage.

The information provided in this material cannot be considered as a complete depiction of financial risks concerning the products offered and it cannot be seen as a comprehensive basis for making decisions regarding investments. Customers must assess themselves the compliance of the information included in the material to own interests. It is prohibited to copy, disseminate or publish this material in any way without receiving a written consent from Nordea.

The simplified model portfolio offers equal placement of resources up to maximum extent in order to ensure optimum allocation of the assets; in the result of this, the return of simplified and diversified model portfolios might slightly differ.