II pillar
Swedbank Pensionifond K60
Active Management • Progressive Strategy
10%
-10%
10%
10 year net yield
4
1
7
Risk level
12.48%
0%
100%
Invests into Estonia
137308
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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The Fund's return is expressed as the net yield after deduction of all fees.
Biggest investments
The data is presented as at 31.05.2020
| Biggest investments | |
|---|---|
| UBS ETF-MSCI Emerging Markets UCITS ETF | 7.85% |
| Access Europa A | 3.81% |
| iShares USD Corporate Bond UCITS | 2.91% |
| Vanguard Long-Term Treasury ETF | 2.85% |
| iShares Core MSCI Emerging Markets IMI UCITS ETF | 2.60% |
| Eften Kinnisvarafond II | 2.30% |
| iShares Gold Producers UCITS ETF | 1.57% |
| Luminor Bank 1.500% 211018 | 1.50% |
| East Capital Baltic Property III | 1.47% |
| Spain Government 0.750% 210730 | 1.09% |
Biggest investments in Estonia
| Biggest investments in Estonia | |
|---|---|
| Eften Kinnisvarafond II | 2.30% |
| Luminor Bank 1.500% 211018 | 1.50% |
| East Capital Baltic Property III | 1.47% |
Asset Classes
The data is presented as at 31.05.2020.
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.
