Luminor C Pensionifond
Active Management • Conservative Strategy
10%
-10%
10%
10 year net yield
2
1
7
Risk level
1.63%
0%
100%
Invests into Estonia
4437
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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The Fund's return is expressed as the net yield after deduction of all fees.

Biggest investments

The data is presented as at 31.03.2021

Biggest investments
Nordea 1 - US Corporate Bond Fund15.76%
iShares Euro Investment Grade Corporate Bond Index Fund11.88%
Nordea Corporate Bond I Growth11.61%
Amundi Index Euro Agg Corporate8.76%
Nordea Pro Euro Bond I Growth7.89%
Vanguard Euro Government Bond Index Fund7.65%
iShares Core Euro Government Bond UCITS ETF4.35%
iShares Core euro Corporate Bond UCITS ETF4.11%
iShares Core MSCI World UCITS ETF3.89%
Nordea 2 - US Corporate Enhanced Bd Fd2.47%

Biggest investments in Estonia

Biggest investments in Estonia
Estonian Eurobond 0,125 10.06.20301.63%

Asset Classes

The data is presented as at 31.03.2021.

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.