II pillar

Swedbank Pensionifond K30
Active Management • Balanced Strategy
10 year net yield
Risk level
Invests into Estonia
Fund investors

Suitable if

  • your age is between 55 to 62 years,
  • you are a pension saver with moderate risk tolerance,
  • your objective is to achieve stable growth in your pension assets over a medium savings period (at least seven years).
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In my portfolio
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Number of units
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Unit NAV
Profit/loss %
Profit/loss €
Total value

Up to 25% of the fund’s assets are invested in equity-risk instruments; the rest are invested in bonds, money market instruments, deposits, real estate and other assets.

From beginning
Current year
Current month
The Fund's return is expressed as the net yield after deduction of all fees.

Biggest investments

The data is presented as at 29.02.2020

Biggest investments
Spain Government 0.750% 2107304.10%
Amundi ETF MSCI Europe UCITS3.63%
UBS ETF-MSCI Emerging Markets UCITS ETF3.46%
Vanguard S&P 500 ETF3.29%
Spain Government 0.050% 2101313.28%
Eften Kinnisvarafond II aktsia3.06%
Luminor Bank 1.375% 2210213.05%
S&P 500 SPDR2.92%
Luminor Bank 1.500% 2110182.65%
Lithuania 2.100% 2108282.54%

Biggest investments in Estonia

Biggest investments in Estonia
Eften Kinnisvarafond II aktsia3.06%
Luminor Bank 1.375% 2210213.05%
Luminor Bank 1.500% 2110182.65%

Asset Classes

The data is presented as at 29.02.2020.

Entry fee: 0%

Exit fee: 0%

Management fee: 0.54%

Success fee: no commission

Ongoing charges (inc management fee): 0.65%

The ongoing charges figure is an estimate based on the current management fee and the 2019 level of all other recognized costs. Ongoing charges may vary from year to year.