II pillar
Swedbank Pensionifond K2
Active Management • Balanced Strategy
10%
-10%
10%
10 year net yield
3
1
7
Risk level
17.85%
0%
100%
Invests into Estonia
45384
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).
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.
Performance
From beginning
...
Current year
...
Current month
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Biggest investments
The data is presented as at 31.07.2019
| Biggest investments | |
|---|---|
| Spain Government 0.050% 210131 | 6.91% |
| Spain Government 0.750% 210730 | 4.24% |
| Amundi ETF MSCI Europe UCITS | 3.83% |
| UBS ETF-MSCI Emerging Markets UCITS ETF | 3.68% |
| French Government Bond 0.000% 210225 | 3.58% |
| Vanguard S&P 500 ETF | 3.38% |
| Eften Kinnisvarafond II aktsia | 3.01% |
| Luminor Bank 1.500% 211018 | 2.73% |
| Lithuania 2.100% 210828 | 2.67% |
| Lithuania 3.400% 201003 | 2.54% |
Biggest investments in Estonia
| Biggest investments in Estonia | |
|---|---|
| Eften Kinnisvarafond II aktsia | 3.01% |
| Luminor Bank 1.500% 211018 | 2.73% |
| East Capital Baltic Property III | 1.47% |
Asset Classes
The data is presented as at 31.07.2019.
Entry fee: 0%
Exit fee: 0%
Management fee: 0.79%
