Benefits of the fund
Diversification
Broadly diversified investment risk and the inclusion of alternative assets aim to improve the long-term balance between return and risk.
Professional supervision
Experienced fund managers strive responsibly to achieve the best possible results.
Simple
This investment fund is convenient to purchase via Internet bank and is also suitable for periodic investments.
Versatile
The product is favourable for long-term savings: pensions, children's education, etc.
Performance of the fund
period
Main data
| Latest data | Date |
Value per unit |
Net assets |
|
| Change in value | Day |
Month |
Three months |
Year |
| Start of activities | 2025-12-01 |
|---|---|
| Minimum investment amount | 0 Eur |
| Minimum recommended investment period | 3–5 years |
| Risk | High |
| Composition |
From 70 % to 100 % shares |
| Manager | UAB Artea Asset Management |
| Composite fund which owns a sub-fund | Artea Umbrella fund |
| Objective of the sub-fund | For long-term investors to accumulate as much as possible by investing in global stocks. |
| Region | Global stock markets |
The objective of the Artea Global Equities Index Plus Subfund is to enable investors to earn the highest possible return by investing in a globally diversified portfolio of equity securities. Between 70% and 100% of the Subfund's net assets may be invested directly or indirectly in equity securities, assuming the associated risk and seeking higher returns over the long term.
Information about the fund
The benchmark index is selected to reflect as accurately as possible the investment strategy and strategic allocation of the fund as set out in the fund rules.
85% MSCI World IMI Net Total Return USD Index (recalculated to EUR) (M1WOIM Index) + 12% MSCI Emerging Markets ex China Net Total Return USD Index (recalculated to EUR) (M1CXBRV Index) + 3% European Central Bank ESTR OIS Index (OISESTR Index).
Important to know: the past performance of an investment fund only reflects the fund's performance over the past period and does not guarantee future results. If the return on investments was positive in the past, it does not necessarily guarantee the same in the future; the value of investments may go up and down. The management company does not guarantee the profitability of investments. The latest values of investment fund units are published at www.artea.lt.
Before making an investment decision, you should evaluate the investment strategy of the chosen fund, applicable taxes, all investment-related risks, and carefully read the Fund Rules, the Prospectus, and the Key Investor Information Document, either by yourself or with the assistance of investment consultants. If the fund has a benchmark index, it is selected to accurately reflect the investment strategy defined in the fund rules and prospectus (types, proportions) and the strategic distribution of the fund's investments. The benchmark index is an indicator against which the fund's investment return fluctuates.
All information provided is of an advertising nature and cannot be interpreted as a recommendation, offer, or invitation to invest in funds managed by UAB Artea Asset Management. The information provided cannot be the basis for any subsequent transactions. Although the content of this promotional information is based on sources that are considered reliable, UAB Artea Asset Management is not responsible for any inaccuracies or changes in this information, nor for any losses that may arise when investments are based on this information.
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