Skip to main content

LHV no longer supports Internet Explorer on our website to better protect you against viruses, scams and other threats. You can still use our website using Internet Explorer, but keep in mind that not everything might work as expected. To log in, please use one of these free browsers: Chrome, Firefox or Edge.

LHV Pensionifond Indeks

10%
-10%
10%
10 year net yield
6
1
7
Risk level
0.00%
0%
100%
Invests into Estonia
21957
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.
There is a transaction associated with the fund taking effect on
See pending transactions
In my portfolio
~
Payments deposited here
Number of units
Acquisition price
Unit NAV
Profit/loss %
Profit/loss €
Total value

Index fund with low management fees

  • We believe that the next growth will come from emerging markets, specifically, which is why we have allocated 38% of the fund’s investments to China, Taiwan, India, South Korea, Brazil and other emerging markets.
  • The fund’s risks are wisely diversified: investments are spread across more countries and are less dependent on the US stock market
  • The LHV index fund fee is the second most advantageous in Estonia. The annual rate of the ongoing charges is 0.32%. Even Tuleva is more expensive.
...

Joel Kukemelk

Fund Manager at LHV

„An index fund can also have a diversified strategy: investments are allocated according to the size of national economies, or GDP, rather than the size of the stock market, or market capitalisation, which would lead to a large proportion of the US stock market.“

Biggest investments

The data is presented as at 31.01.2024

Biggest investments
Amundi Prime Global UCITS ETF28.82%
AMUNDI MSCI WORLD ETF V ACC27.54%
HSBC MSCI Emerging Markets UCITS24.47%
db x-trackers MSCI Emerging Markets Index UCITS8.24%
SPDR MSCI World UCITS ETF5.51%
iShares Core MSCI Emerging Markets IMI UCITS ETF5.03%

Fund doesn´t make any investments in Estonia

Asset Classes

The data is presented as at 31.01.2024.

Information about the fund

Information about the fund
Volume of the fund (as of 29.02.2024)118,326,769.95 €
Management companyLHV Varahaldus
Equity in the fund500,000 units
Rate of the depository’s charge0.0451% (paid by LHV)
DepositoryAS SEB Pank

Entry fee: 0%

Exit fee: 0%

Management fee: 0.2000%

Success fee: no commission

Ongoing charges (inc management fee): 0.32%

Ongoing charges are based on expenses for the last calendar year, ie 2023. Ongoing charges may vary from year to year.

Did you know that LHV’s III pillar fund Indeks III invests in a similar way?

See more

Cookies

LHV website uses cookies to provide you with the best user experience. By clicking "I accept", you consent to the use of all cookies. Read more about the principles of using cookies.

pirukas_icon