II pillar
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).
Strategy
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.
Biggest investments
The data is presented as at 31.01.2021
Biggest investments | |
---|---|
iShares USD Corporate Bond UCITS | 5.08% |
Access Europa A | 4.36% |
Luminor Bank 1.375% 221021 | 2.82% |
Eften Kinnisvarafond II aktsia | 2.63% |
UBS ETF-MSCI Emerging Markets UCITS ETF | 2.60% |
Access Edge Emerging Markets A | 2.07% |
Maxima 3.250% 230913 | 1.93% |
Corporate Bond Europe High Yield A | 1.74% |
Hungary Government 0.500% 301118 | 1.59% |
East Capital Baltic Property III | 1.45% |
Biggest investments in Estonia
Biggest investments in Estonia | |
---|---|
Luminor Bank 1.375% 221021 | 2.82% |
Eften Kinnisvarafond II aktsia | 2.63% |
East Capital Baltic Property III | 1.45% |
Asset Classes
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.