II pillar
Swedbank Pensionifond K3
Active Management • Progressive Strategy
10%
-10%
10%
10 year net yield
4
1
7
Risk level
11.13%
0%
100%
Invests into Estonia
142837
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
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Current year
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Current month
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Biggest investments
The data is presented as at 31.07.2019
| Biggest investments | |
|---|---|
| UBS ETF-MSCI Emerging Markets UCITS ETF | 9.02% |
| Spain Government 0.050% 210131 | 5.42% |
| Spain Government 5.400% 230131 | 3.52% |
| Spain Government 0.750% 210730 | 2.93% |
| French Government Bond 0.000% 210225 | 2.60% |
| Amundi 12 M | 2.26% |
| Eften Kinnisvarafond II aktsia | 2.22% |
| Lithuania 0.700% 200527 | 2.11% |
| Lithuania 2.100% 210828 | 1.78% |
| Lithuania 3.400% 201003 | 1.60% |
Biggest investments in Estonia
| Biggest investments in Estonia | |
|---|---|
| Eften Kinnisvarafond II aktsia | 2.22% |
| Luminor Bank 1.500% 211018 | 1.57% |
| East Capital Baltic Property III | 1.35% |
Asset Classes
The data is presented as at 31.07.2019.
Entry fee: 0%
Exit fee: 0%
Management fee: 0.83%
