II pillar

LHV Pensionifond Indeks
Passive Management • Aggressive Strategy
10 year net yield
Risk level
Invests into Estonia
Fund investors

Suitable if

  • you want to invest in financial markets on a continuous basis,
  • you wish to grow your pension pillar at the lowest possible costs,
  • you have prior personal investment experience.
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We invest broadly in equity and real estate funds. When investing, we prefer funds that are exchange traded (ETF), have a low cost rate, hold physical assets (not synthetic), are cost effective, liquid and follow the base index. Up to 75% of the fund’s assets have been invested in equity funds, the rest in real estate funds. We invest in equity funds both in developed, emerging as well as frontier markets, based on global GDP distribution. Whenever the proportion of money in the fund exceeds 2%, it is invested within five working days.

From beginning
Current year
Current month

Biggest investments

The data is presented as at 31.07.2019

Biggest investments
Lyxor Core MSCI World DR UCITS28.95%
Amundi Index FTSE EPRA Nareit Global UCITS ETF27.26%
db x-trackers MSCI Emerging Markets Index UCITS21.58%
iShares Core MSCI World UCITS13.09%
db x-trackers MSCI World Index UCITS ETF4.02%
iShares MSCI Frontier 100 ETF2.18%
Vanguard FTSE Emerging Markets UCITS ETF1.71%

Fund doesn´t make any investments in Estonia

Asset Classes

The data is presented as at 31.07.2019.

Information about the fund

Information about the fund
Volume of the fund (as of 31.07.2019)16,485,261.13 €
Management companyAS LHV Varahaldus
Equity in the fund468 750 units
Rate of the depository’s charge0,0576% (paid by LHV)
DepositoryAS SEB Pank

Entry fee: 0%

Exit fee: 0%

Management fee: 0.39%