Swedbank Pensionifond K30
Active Management
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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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 30.06.2021

Biggest investments
Access Europa A5.68%
iShares JP Morgan ESG USD EM Bond UCITS5.67%
Luminor Bank 1.375% 2210213.31%
Eften Kinnisvarafond II aktsia3.16%
iShares USD Corp Bond UCITS ETF2.94%
UBS ETF-MSCI Emerging Markets UCITS ETF2.91%
Access Edge Emerging Markets A2.55%
Maxima 3.250% 2309132.26%
Corporate Bond Europe High Yield A1.92%
Hungary Government 0.500% 3011181.85%

Biggest investments in Estonia

Biggest investments in Estonia
Luminor Bank 1.375% 2210213.31%
Eften Kinnisvarafond II aktsia3.16%
East Capital Baltic Property III1.71%

Asset Classes

The data is presented as at 30.06.2021.

Entry fee: 0%

Exit fee: 0%

Management fee: 0.53%

Success fee: no commission

Ongoing charges (inc management fee): 0.66%

The ongoing charges figure is an estimate based on the current management fee and the 2020 level of all other recognized costs. Ongoing charges may vary from year to year.