Luminor C Pensionifond

Active Management • Conservative Strategy
10%
-10%
10%
10 year net yield
2
1
7
Risk level
1.66%
0%
100%
Invests into Estonia
4055
Fund investors

Suitable if

  • your saving period is less than 3 years,
  • you would rather protect your pension assets instead of focusing on the growth.
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Payments deposited here
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Strategy

Invests a maximum of 10% of the fund's assets in shares and similar risk-bearing assets. At times of high interest rates, the fund may invest most of its assets in deposits to avoid setbacks on the bond markets.

Performance
From beginning
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Current year
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Current month
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The Fund's return is expressed as the net yield after deduction of all fees.

Biggest investments

The data is presented as at 31.03.2022

Biggest investments
Vanguard Euro Government Bond Index Fund19.20%
Amundi Index Euro Agg Corporate SRI15.74%
Nordea 1 - US Corporate Bond Fund HBI13.90%
iShares Euro Investment Grade Corporate Bond12.55%
Robeco Euro Credit Bond Fund9.10%
iShares Euro Corporate Bond Interest Rate Hedged5.54%
Nordea 2 - US Corporate Enhanced Bd Fd - HBI EUR4.72%
iShares Core MSCI World UCITS ETF4.29%
Xtrackers USD Corporate Bond UCITS ETF2.71%
iShares Core Euro Government Bond UCITS ETF2.06%

Biggest investments in Estonia

Biggest investments in Estonia
Estonian Eurobond 0,1251.66%

Asset Classes

The data is presented as at 31.03.2022.

Entry fee: 0%

Exit fee: 0%

Management fee: 0.70%

Success fee: no commission

Ongoing charges (inc management fee): 1.00%

Ongoing charges are based on expenses for the last calendar year, ie 2020. Ongoing charges may vary from year to year.