II pillar
Swedbank Pensionifond K60
Active Management • Progressive Strategy
10%
-10%
10%
10 year net yield
4
1
7
Risk level
11.20%
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 30.09.2019
| Biggest investments | |
|---|---|
| UBS ETF-MSCI Emerging Markets UCITS ETF | 8.85% |
| Spain Government 5.400% 230131 | 3.25% |
| Spain Government 0.050% 210131 | 2.97% |
| Spain Government 0.750% 210730 | 2.90% |
| Amundi 12 M | 2.24% |
| Eften Kinnisvarafond II aktsia | 2.24% |
| Lithuania 2.100% 210828 | 1.73% |
| Lithuania 3.400% 201003 | 1.58% |
| Luminor Bank 1.500% 211018 | 1.55% |
| S&P 500 SPDR | 1.47% |
Biggest investments in Estonia
| Biggest investments in Estonia | |
|---|---|
| Eften Kinnisvarafond II aktsia | 2.24% |
| Luminor Bank 1.500% 211018 | 1.55% |
| East Capital Baltic Property III | 1.46% |
Asset Classes
The data is presented as at 30.09.2019.
Entry fee: 0%
Exit fee: 0%
Management fee: 0.67%
Ongoing charges (inc management fee): 0.97%
Ongoing charges are based on expenses for the last calendar year, ie 2018. Ongoing charges may vary from year to year.
