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.
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
...
Current year
...
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 ETF | 26.95% |
| SPDR Bloomberg Barclays Euro Aggregate Bond UCITS ETF | 22.39% |
| Lyxor Core STOXX Europe 600 DE ETF | 13.91% |
| Amundi MSCI Emerging Markets UCITS ETF | 8.52% |
| Xtrackers MSCI USA UCITS ETF | 5.54% |
| Xtrackers Nikkei 225 UCITS ETF | 5.14% |
| SOURCE S&P 500 UCITS ETF | 5.14% |
| Vanguard S&P 500 UCITS ETF | 2.70% |
| iShares Core MSCI Pacific ex-Japan UCITS ETF USD Acc | 2.59% |
| iShares EUR Aggregate Bond UCITS ETF EUR Dist | 2.28% |
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%
