LHV Pensionifond Indeks
10%
-10%
10%
10 year net yield
6
1
7
Risk level
0.00%
0%
100%
Invests into Estonia
25671
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.
Index fund with low management fees
- We believe that the next growth will come from emerging markets, specifically, which is why we have allocated 37% 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
- Additionally, as is typical for indexes, it has a low expense ratio with ongoing fees of 0.30%.
Erko Rebane
Portfolio 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 30.04.2025
| Biggest investments | |
|---|---|
| Amundi Prime Global UCITS ETF | 27.71% |
| HSBC MSCI Emerging Markets UCITS | 25.70% |
| Amundi ETF ICAV - Amundi MSCI | 24.92% |
| db x-trackers MSCI Emerging Markets Index UCITS | 6.94% |
| SPDR MSCI World UCITS ETF | 6.36% |
| iShares Core MSCI Emerging Markets IMI UCITS ETF | 4.15% |
| Amundi Prime All Country World | 3.57% |
Fund doesn´t make any investments in Estonia
Asset Classes
The data is presented as at 30.04.2025.
Information about the fund
| Information about the fund | |
|---|---|
| Volume of the fund (as of 30.04.2025) | 149,129,754 € |
| Management company | LHV Varahaldus |
| Equity in the fund | 600,000 units |
| Rate of the depository’s charge | 0.0451% (paid by LHV) |
| Depository | AS SEB Pank |
Entry fee: 0%
Exit fee: 0%
Management fee: 0.1800%
Success fee: no commission
Ongoing charges (inc management fee): 0.30%
Ongoing charges are based on expenses for the last calendar year, ie 2024. Ongoing charges may vary from year to year.