LHV pension funds
LHV has been managing second pension pillar funds since the creation of the funded pension system in 2002.
LHV XL – the boldest option. As of 2012, LHV Pension Fund XL invests up to 75% of its assets in equity markets, i.e. it acquires holdings in other companies.
- This month
- Last month
- This year
- Since launch
From 2002-2011, LHV Pension Fund XL invested up to 50% of its assets in equity markets. On 1 January 2012, the fund’s strategy changed and since then, it invests up to 75% of its assets in equity markets. The fund’s historical performance does not promise or offer any indications regarding future performance. The LHV XL Fund was managed by Seesam Varahaldus in the early years. The management company’s holding in the fund LHV XL is 370,000 units
Management company: AS LHV Varahaldus, Tartu mnt 2, 10145 Tallinn, telephone 6800400, info@lhv.ee
Depositary: Swedbank AS, Liivalaia 8, 15040 Tallinn, telephone 6 310 310, info@swedbank.ee, swedbank.ee
LHV L – the flagship of LHV. LHV Pension Fund L invests up to half (50%) of its money in equity markets, i.e. it buys holdings in other companies.
- This month
- Last month
- This year
- Since launch
Rates of return of progressive funds since the creation of the system:
| LHV L | ||
| Danske Pension 50 | ||
| ERGO 2P2 | ||
| Swedbank K3 | ||
| SEB Progressiivne |
The funds that were not launched in summer 2002 are not included in the comparison. The fund’s historical performance does not promise or offer any indications regarding future performance. The management company’s holding in the LHV L Fund is 1,370,000 units.
Management company: AS LHV Varahaldus, Tartu mnt 2, 10145 Tallinn, telephone 6800400, info@lhv.ee
Depositary: Swedbank AS, Liivalaia 8, 15040 Tallinn, telephone 6 310 310, info@swedbank.ee, swedbank.ee
LHV M – the balanced option. LHV Pension Fund M invests up to a quarter (25%) of its money in equity markets, i.e. it buys holdings in other companies.
- This month
- Last month
- This year
- Since launch
Rates of return of balanced funds since the creation of the system:
| LHV M | ||
| Danske Pension 25 | ||
| Swedbank K2 |
The funds that were not launched in summer 2002 are not included in the comparison. The fund’s historical performance does not promise or offer any indications regarding future performance. The LHV M Fund was managed by Seesam Varahaldus in the early years. The management company’s holding in the LHV M Fund is 270,000 units.
Management company: AS LHV Varahaldus, Tartu mnt 2, 10145 Tallinn, telephone 6800400, info@lhv.ee
Depositary: Swedbank AS, Liivalaia 8, 15040 Tallinn, telephone 6 310 310, info@swedbank.ee, swedbank.ee
LHV S – the safe option. LHV Pension Fund S does not invest in equity markets, so as to remain conservative. A significant amount of the fund’s assets is invested into bonds issued by private sector companies
- This month
- Last month
- This year
- Since launch
Rates of return of conservative funds since the creation of the system:
| LHV S | ||
| LHV XS | ||
| Ergo 2P1 | ||
| SEB Konservatiivne | ||
| Danske Pension Intress | ||
| Swedbank K1 |
The funds that were not launched in summer 2002 are not included in the comparison. The fund’s historical performance does not promise or offer any indications regarding future performance. The management company’s holding in the LHV S Fund is 340,000 units.
Management company: AS LHV Varahaldus, Tartu mnt 2, 10145 Tallinn, telephone 6800400, info@lhv.ee
Depositary: Swedbank AS, Liivalaia 8, 15040 Tallinn, telephone 6 310 310, info@swedbank.ee, swedbank.ee
LHV XS – the most conservative option. LHV Pension Fund XS does not invest in equity markets, so as to remain conservative. The fund only invests in bonds issued by governments, companies where a public sector entity is a majority shareholder or international organisations.
- This month
- Last month
- This year
- Since launch
Rates of return of conservative funds since the creation of the system:
| LHV S | ||
| LHV XS | ||
| Ergo 2P1 | ||
| SEB Konservatiivne | ||
| Danske Pension Intress | ||
| Swedbank K1 |
The funds that were not launched in summer 2002 are not included in the comparison. The fund’s historical performance does not promise or offer any indications regarding future performance. The LHV XS Fund was managed by Seesam Varahaldus in the early years. The management company’s holding in the LHV XS Fund is 90,000 units.
Management company: AS LHV Varahaldus, Tartu mnt 2, 10145 Tallinn, telephone 6800400, info@lhv.ee
Depositary: Swedbank AS, Liivalaia 8, 15040 Tallinn, telephone 6 310 310, info@swedbank.ee, swedbank.ee