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.
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Unit NAV
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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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Biggest investments

The data is presented as at 30.09.2019

Biggest investments
Xtrackers USD Corporate Bond UCITS ETF8.91%
Nordea 2 - US Corporate Enhanced Bd Fd8.81%
Nordea 1 - US Corporate Bond Fund8.77%
iShares Core Euro Government Bond UCITS ETF8.53%
SPDR Barclays Euro Government Bond UCITS ETF8.38%
Nordea Pro Euro Bond I Growth8.05%
iShares Euro Corporate Bond Interest Rate Hedged6.96%
Nordea Euro Medium Term Bond Growth6.64%
iShares Core Euro Corporate Bond UCITS ETF4.76%
Nordea Corporate Bond I Growth4.64%

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.