Swedbank pensionifond 1960–69 sündinutele
Active Management
10%
-10%
10%
10 year net yield
3
1
7
Risk level
21.20%
0%
100%
Invests into Estonia
26626
Fund investors
Suitable if
- you were born in the 60s and remember the songs of ‘Horoskoop’,
- you want to invest comfortably in one fund until retirement,
- you want the fund to invest with your age,
- you want your fund to make sustainable investments.
Strategy
A unique life-cycle fund where the risk level changes automatically over time. The closer you get to retirement, the lower the proportion of equities and the higher the proportion of bonds. The fund invests sustainably.
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 30.04.2022
| Biggest investments | |
|---|---|
| EfTEN Kinnisvarafond II AS | 4.51% |
| Access Edge Emerging Markets A | 3.01% |
| East Capital Baltic Property Fund III | 2.53% |
| iShares JP Morgan ESG USD EM Bond UCITS ETF | 2.32% |
| iShares USD Corp Bond UCITS ETF | 1.99% |
| Corporate Bond Europe High Yield A | 1.76% |
| UBS ETF-MSCI Emerging Markets UCITS ETF | 1.74% |
| Access Europa A | 1.73% |
| Luminor Bank VAR 241203 | 1.66% |
| Birdeye Capital Timber Fund 2 | 1.63% |
Biggest investments in Estonia
| Biggest investments in Estonia | |
|---|---|
| EfTEN Kinnisvarafond II AS | 4.51% |
| East Capital Baltic Property Fund III | 2.53% |
| Luminor Bank VAR | 1.66% |
Asset Classes
The data is presented as at 30.04.2022.
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.
