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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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 31.05.2020

Biggest investments
iShares USD Corporate Bond UCITS5.27%
Amundi ETF MSCI Europe UCITS3.37%
Vanguard S&P 500 ETF3.34%
Eften Kinnisvarafond II aktsia3.09%
Access Europa A3.01%
Luminor Bank 1.375% 2210212.95%
Spain Government 0.750% 2107302.62%
Luminor Bank 1.500% 2110182.59%
UBS ETF-MSCI Emerging Markets UCITS ETF2.08%
S&P 500 SPDR1.78%

Biggest investments in Estonia

Biggest investments in Estonia
Eften Kinnisvarafond II aktsia3.09%
Luminor Bank 1.375% 2210212.95%
Luminor Bank 1.500% 2110182.59%

Asset Classes

The data is presented as at 31.05.2020.

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.