Luminor Pensionifond Jätkusuutlik Tulevik, Indeks
Passive Management
10%
-10%
10%
10 year net yield
6
1
7
Risk level
0.00%
0%
100%
Invests into Estonia
289
Fund investors
Suitable if
- you have more than 10 years left until retirement,
- you tolerate possible short-term fluctuations in the value of the assets well in order to earn a potentially higher than average return in the long term.
Strategy
The fund’s assets are invested in equity funds and other similar instruments. The equity risk is maintained at around 100% regardless of the situation on financial markets. The fund invests globally. The fund may invest in different industries and regions and assets denominated in different currencies.
Performance
From beginning
...
Current year
...
Current month
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The Fund's return is expressed as the net yield after deduction of all fees.
Biggest investments
The data is presented as at 31.08.2021
| Biggest investments | |
|---|---|
| iShares MSCI EM SRI UCITS ETF | 24.63% |
| UBS (Lux) Fund Solutions - MSCI World Socially Responsible UCITS ETF | 21.62% |
| Amundi Index MSCI World SRI - UCITS ETF DR | 21.54% |
| iShares MSCI World SRI UCITS ETF | 16.19% |
| BNP Paribas Easy MSCI World SRI Sseries 5% Capped UCITS ETF | 15.69% |
Fund doesn´t make any investments in Estonia
Asset Classes
The data is presented as at 31.08.2021.
Entry fee: 0%
Exit fee: 0%
Management fee: 0,25%
Success fee: no commission
Ongoing charges (inc management fee): 1,39%
Ongoing fees are given as estimates based on forecasted total fees.
