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).
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In my portfolio
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Payments deposited here
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Unit NAV
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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
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Biggest investments

The data is presented as at 31.07.2019

Biggest investments
UBS ETF-MSCI Emerging Markets UCITS ETF9.02%
Spain Government 0.050% 2101315.42%
Spain Government 5.400% 2301313.52%
Spain Government 0.750% 2107302.93%
French Government Bond 0.000% 2102252.60%
Amundi 12 M2.26%
Eften Kinnisvarafond II aktsia2.22%
Lithuania 0.700% 2005272.11%
Lithuania 2.100% 2108281.78%
Lithuania 3.400% 2010031.60%

Biggest investments in Estonia

Biggest investments in Estonia
Eften Kinnisvarafond II aktsia2.22%
Luminor Bank 1.500% 2110181.57%
East Capital Baltic Property III1.35%

Asset Classes

The data is presented as at 31.07.2019.

Entry fee: 0%

Exit fee: 0%

Management fee: 0.83%