II pillar

Luminor A Pensionifond
Active Management • Progressive Strategy
10%
-10%
10%
10 year net yield
4
1
7
Risk level
4.46%
0%
100%
Invests into Estonia
27651
Fund investors

Suitable if

  • your saving period is more than 10 years,
  • you tolerate a short-term decrease in the value of assets well,
  • your goal is to achieve a somewhat higher return on assets regardless of short-term price fluctuations.
There is a transaction associated with the fund taking effect on
See pending transactions
In my portfolio
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Payments deposited here
Number of units
Acquisition price
Unit NAV
Profit/loss %
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Total value

Strategy
Invests a maximum of 50% of fund assets in equity and assets with similar risk. The rest is invested either in bonds, deposits or similar instruments. If necessary, depending on market situation, the fund may invest 100% of its assets in bonds or deposits to ensure retention of assets in turbulent times.

Performance
From beginning
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Current year
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Biggest investments

The data is presented as at 31.07.2019

Biggest investments
Xtrackers USD Corporate Bond UCITS ETF7.05%
iShares Core Euro Government Bond UCITS ETF6.28%
Nordea Emerging Market Bond Fund Growth5.23%
Nordea 1 - US Corporate Bond Fund4.83%
Nordea Global High Yield Growth4.50%
Nordea 1 - European High Yield Vond Fund BI-EUR4.44%
Nordea 1 - Emerging Stars Equity Fund4.29%
iShares MSCI North America UCITS ETF3.95%
SPDR Barclays Euro Government Bond UCITS ETF3.90%
S&P Depository Receipts Trust3.72%

Biggest investments in Estonia

Biggest investments in Estonia
EfTEN Kinnisvarafond II AS3.34%
EfTEN Kinnisvarafond AS1.12%

Asset Classes

The data is presented as at 31.07.2019.

Entry fee: 0%

Exit fee: 0%

Management fee: 1.19%