Swedbank pensionifond 1980–89 sündinutele
Active Management
10%
-10%
10%
10 year net yield
5
1
7
Risk level
11.05%
0%
100%
Invests into Estonia
64956
Fund investors
Strategy
A unique life-cycle fund where the risk level changes over time. When you are younger, you can take more risks and invest in equities. The closer you get to retirement, the lower the proportion of equities and the higher the proportion of bonds. The fund invests sustainably.
Performance
From beginning
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Current year
...
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 31.12.2022
| Biggest investments | |
|---|---|
| Access Edge Emerging Markets A | 6.97% |
| Access Europa A | 6.07% |
| Globalfond A | 3.70% |
| Amundi Index MSCI World SRI UC | 3.24% |
| AMUNDI I.S-MSCI EME.E.L.-UCI.ETF DR USD | 2.67% |
| Apple | 1.91% |
| EfTEN Kinnisvarafond II AS | 1.75% |
| UBS ETF-MSCI Emerging Markets UCITS ETF | 1.74% |
| Transition Energy A | 1.67% |
| Microsoft | 1.63% |
Biggest investments in Estonia
| Biggest investments in Estonia | |
|---|---|
| Eften Kinnisvarafond II AS | 1.75% |
| East Capital Baltic Property Fund III | 1.18% |
| LHV Group 9.500% Perpetual | 0.83% |
Asset Classes
The data is presented as at 31.12.2022.
Entry fee: 0%
Exit fee: 0%
Management fee: 0.53%
Success fee: no commission
Ongoing charges (inc management fee): 0.68%
The ongoing charges figure is an estimate based on the current management fee and the 2021 level of all other recognized costs. Ongoing charges may vary from year to year.
