II pillar

SEB Energiline Pensionifond Indeks
Passive Management • Aggressive Strategy
10%
-10%
10%
10 year net yield
5
1
7
Risk level
0.00%
0%
100%
Invests into Estonia
957
Fund investors

Suitable if

  • you have more than five years until retirement,
  • you prefer a medium risk fund,
  • your goal is to mirror securities markets.
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Payments deposited here
Number of units
Acquisition price
Unit NAV
Profit/loss %
Profit/loss €
Total value

Strategy
Fund invests up to 75% of its assets in equities, with the remainder allocated to fixed income, by implementing a passive investment strategy and mirroring securities markets. Investing mainly in equities involves higher risks, resulting in bigger fluctuations in the value of the fund’s assets.

Performance
From beginning
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Current year
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Current month
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Biggest investments

The data is presented as at 31.07.2019

Biggest investments
iShares Core S&P 500 UCITS ETF26.95%
SPDR Bloomberg Barclays Euro Aggregate Bond UCITS ETF22.39%
Lyxor Core STOXX Europe 600 DE ETF13.91%
Amundi MSCI Emerging Markets UCITS ETF8.52%
Xtrackers MSCI USA UCITS ETF5.54%
Xtrackers Nikkei 225 UCITS ETF5.14%
SOURCE S&P 500 UCITS ETF5.14%
Vanguard S&P 500 UCITS ETF2.70%
iShares Core MSCI Pacific ex-Japan UCITS ETF USD Acc2.59%
iShares EUR Aggregate Bond UCITS ETF EUR Dist2.28%

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: 0.29%