The company currently manages 5 mutual funds offering the opportunity to invest in stocks and bonds in many regions – from Europe and Russia to emerging markets worldwide. Most of the funds the company manages are distributed not only in Lithuania, but also in Latvia, Germany, Sweden, Finland, Norway and Denmark. The recommended holding period for investments in these funds is from 1 to 5 years.
The fund rating agency Lipper Leaders, which rates funds every month based on their risk-return performance compared to other funds with similar strategies, has assigned some of the highest international ratings to most of the funds managed by INVL Asset Management.
Data for the middle of 2018 shows that the biggest part of investors - 5.600 clients had chosen investment funds managed by INVL Asset Management, which was 84.3 percent of those, who invested in mutual funds registered in Lithuania (according to the data of Bank of Lithuania).
In October 2016 the Bank of Lithuania authorised INVL Asset Management to manage investment funds intended for informed investors.
In October 2017 Bank of Lithuania issued the company a licence manage collective investment undertakings intended for professional investors.
More information about specific mutual funds:
- INVL Global Emerging Markets Bond Subfund
- INVL Baltic Fund
- INVL Emerging Europe ex Russia TOP20 Subfund
- INVL Emerging Europe Bond Subfund
- INVL Russia TOP20 Subfund
- INVL Absolute Return Subfund (in Lithuanian language)
More information about investment funds intended for informed investors:
- INVL Baltic Forests Fund I
- INVL Partner Energy and Infrastructure Fund
- INVL Special Opportunities Fund
- INVL Baltic Sea Growth Capital Fund
More information about investment fund intended for professional investors: