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
Pension fund C only invests in blue bonds, deposits and other similar instruments. This is a way of avoiding greater short-term fluctuations. 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 31.07.2019
| Biggest investments | |
|---|---|
| Xtrackers USD Corporate Bond UCITS ETF | 9.58% |
| Nordea 2 - US Corporate Enhanced Bd Fd | 9.49% |
| Nordea 1 - US Corporate Bond Fund | 9.43% |
| iShares Core Euro Government Bond UCITS ETF | 9.18% |
| SPDR Barclays Euro Government Bond UCITS ETF | 9.04% |
| Nordea Pro Euro Bond I Growth | 8.64% |
| Nordea Euro Medium Term Bond Growth | 7.29% |
| iShares Core Euro Corporate Bond UCITS ETF | 5.23% |
| Nordea Corporate Bond I Growth | 5.10% |
| SPDR Barclays Euro Corporate Bond UCITS ETF | 4.86% |
Fund doesn´t make any investments in Estonia
Asset Classes
The data is presented as at 31.07.2019.
Entry fee: 0%
Exit fee: 0%
Management fee: 0.7%
