II pillar
Luminor C Pensionifond
Active Management • Conservative Strategy
10%
-10%
10%
10 year net yield
2
1
7
Risk level
0.00%
0%
100%
Invests into Estonia
4730
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.
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
...
Current year
...
Current month
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Biggest investments
The data is presented as at 30.09.2019
| Biggest investments | |
|---|---|
| Xtrackers USD Corporate Bond UCITS ETF | 8.91% |
| Nordea 2 - US Corporate Enhanced Bd Fd | 8.81% |
| Nordea 1 - US Corporate Bond Fund | 8.77% |
| iShares Core Euro Government Bond UCITS ETF | 8.53% |
| SPDR Barclays Euro Government Bond UCITS ETF | 8.38% |
| Nordea Pro Euro Bond I Growth | 8.05% |
| iShares Euro Corporate Bond Interest Rate Hedged | 6.96% |
| Nordea Euro Medium Term Bond Growth | 6.64% |
| iShares Core Euro Corporate Bond UCITS ETF | 4.76% |
| Nordea Corporate Bond I Growth | 4.64% |
Fund doesn´t make any investments in Estonia
Asset Classes
The data is presented as at 30.09.2019.
Entry fee: 0%
Exit fee: 0%
Management fee: 0.7%
Ongoing charges (inc management fee): 0.75%
Ongoing charges are based on expenses for the last calendar year, ie 2018. Ongoing charges may vary from year to year.
