II pillar
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.
Biggest investments
The data is presented as at 31.01.2021
Biggest investments | |
---|---|
UBS ETF-MSCI Emerging Markets UCITS ETF | 6.71% |
Amundi ETF MSCI Europe UCITS | 6.50% |
Access Europa A | 5.26% |
iShares Core MSCI Emerging Markets IMI UCITS ETF | 3.22% |
iShares USD Corporate Bond UCITS | 2.78% |
Access Edge Emerging Markets A | 2.66% |
Vanguard Long-Term Treasury ETF | 2.21% |
Eften Kinnisvarafond II | 1.92% |
LHV Group 1.150% 300922 | 1.62% |
Globalfond A | 1.42% |
Biggest investments in Estonia
Biggest investments in Estonia | |
---|---|
Eften Kinnisvarafond II | 1.92% |
LHV Group 1.150% 300922 | 1.62% |
East Capital Baltic Property III | 1.33% |
Asset Classes
Entry fee: 0%
Exit fee: 0%
Management fee: 0.54%
Success fee: no commission
Ongoing charges (inc management fee): 0.67%
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.