Swedbank Pensionifond K60
Active Management
10%
-10%
10%
10 year net yield
4
1
7
Risk level
13.48%
0%
100%
Invests into Estonia
128467
Fund investors
Suitable if
- your age is between 55 to 62 years,
- you are a pension saver with higher than average risk tolerance who is aware of the main features and risks of securities,
- your objective is to grow your pension assets as much as possible over a longer savings period (more than 10 years).
Strategy
Up to 50% 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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The Fund's return is expressed as the net yield after deduction of all fees.
Biggest investments
The data is presented as at 31.10.2021
| Biggest investments | |
|---|---|
| Access Europa A | 8.13% |
| UBS ETF-MSCI Emerging Markets UCITS ETF | 5.90% |
| Access Edge Emerging Markets A | 4.65% |
| Globalfond A | 3.16% |
| Eften Kinnisvarafond II | 2.59% |
| iShares JP Morgan ESG USD EM Bond UCITS ETF | 2.43% |
| East Capital Baltic Property Fund III | 1.77% |
| iShares USD Corp Bond UCITS ETF | 1.39% |
| Apple | 1.33% |
| Microsoft | 1.27% |
Biggest investments in Estonia
| Biggest investments in Estonia | |
|---|---|
| Eften Kinnisvarafond II | 2.59% |
| East Capital Baltic Property Fund III | 1.77% |
| LHV Group VAR 250909 | 0.87% |
Asset Classes
The data is presented as at 31.10.2021.
Entry fee: 0%
Exit fee: 0%
Management fee: 0.53%
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 2020 level of all other recognized costs. Ongoing charges may vary from year to year.
