II pillar

SEB Energiline Pensionifond
Active Management • Aggressive Strategy
10%
-10%
10%
10 year net yield
4
1
7
Risk level
6.10%
0%
100%
Invests into Estonia
32112
Fund investors

Suitable if

  • you have more than 5 years until retirement,
  • you prefer a medium risk fund,
  • your goal is to grow the pension assets.
There is a transaction associated with the fund taking effect on
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Payments deposited here
Number of units
Acquisition price
Unit NAV
Profit/loss %
Profit/loss €
Total value

Strategy
Fund up to 75% of its assets in shares, with the remainder allocated to bonds and deposits. Investing mainly in shares involves higher risks, resulting in bigger fluctuations in the value of the fund's assets.

Performance
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Biggest investments

The data is presented as at 30.09.2019

Biggest investments
iShares Core MSCI World UCITS ETF18.24
iShares Core S&P 500 UCITS ETF13.46%
Bundesrepublic Deutschland 2% 15.08.20236.42%
Amundi Index MSCI World UCITS ETF DR5.31%
SEB Ethical Global Index Fund C5.14%
Xtrackers MSCI World UCITS ETF4.87%
Bundesrepublic Deutschland 3% 04.07.20203.53%
Amundi MSCI Emerging Markets ETF3.01%
PIMCO Funds Global Investors Series PLC - Global Investment Grade Credit Fund2.90%
iShares STOXX Europe 600 UCITS ETF (DE)2.89%

Biggest investments in Estonia

Biggest investments in Estonia
Luminor Bank Estonia 1,5% 18.10.20211.53%
Tallinna Sadam AS1.42%
EfTEN Real Estate Fimd IV0.73%

Asset Classes

The data is presented as at 30.09.2019.

Entry fee: 0%

Exit fee: 0%

Management fee: 0.75%

Ongoing charges (inc management fee): 1.3%

Ongoing charges are based on expenses for the last calendar year, ie 2018. Ongoing charges may vary from year to year.