II pillar

Swedbank Pensionifond K60
Active Management
10%
-10%
10%
10 year net yield
4
1
7
Risk level
12.77%
0%
100%
Invests into Estonia
133280
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).
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In my portfolio
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Payments deposited here
Number of units
Acquisition price
Unit NAV
Profit/loss %
Profit/loss €
Total value

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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The Fund's return is expressed as the net yield after deduction of all fees.

Biggest investments

The data is presented as at 31.01.2021

Biggest investments
UBS ETF-MSCI Emerging Markets UCITS ETF6.71%
Amundi ETF MSCI Europe UCITS6.50%
Access Europa A5.26%
iShares Core MSCI Emerging Markets IMI UCITS ETF3.22%
iShares USD Corporate Bond UCITS2.78%
Access Edge Emerging Markets A2.66%
Vanguard Long-Term Treasury ETF2.21%
Eften Kinnisvarafond II1.92%
LHV Group 1.150% 3009221.62%
Globalfond A1.42%

Biggest investments in Estonia

Biggest investments in Estonia
Eften Kinnisvarafond II1.92%
LHV Group 1.150% 3009221.62%
East Capital Baltic Property III1.33%

Asset Classes

The data is presented as at 31.01.2021.

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.