Swedbank pensionifond 1980–89 sündinutele
Active Management
10%
-10%
10%
10 year net yield
5
1
7
Risk level
9.86%
0%
100%
Invests into Estonia
68836
Fund investors
Suitable if
- you were born in the 80s and remember how good it was to drink kvass as a child,
- you want to invest comfortably in one fund until retirement,
- you want the fund to invest with your age,
- you want to accumulate in a fund with good return.
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
...
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 31.08.2022
| Biggest investments | |
|---|---|
| Access Edge Emerging Markets A | 7.05% |
| Access Europa A | 5.59% |
| Amundi Index MSCI World SRI UC | 4.38% |
| Globalfond A | 3.72% |
| AMUNDI I.S-MSCI EME.E.L.-UCI.ETF DR USD | 2.76% |
| Apple | 2.24% |
| Transition Energy A | 1.88% |
| iShares Agribusiness UCITS ETF | 1.85% |
| UBS ETF-MSCI Emerging Markets UCITS ETF | 1.76% |
| Microsoft | 1.72% |
Biggest investments in Estonia
| Biggest investments in Estonia | |
|---|---|
| Eften Kinnisvarafond II AS | 1.57% |
| East Capital Baltic Property Fund III | 1.09% |
| LHV Group 9.500% Perpetual | 0.76% |
Asset Classes
The data is presented as at 31.08.2022.
Entry fee: 0%
Exit fee: 0%
Management fee: 0.53%
Success fee: no commission
Ongoing charges (inc management fee): 0.66%
The ongoing charges figure is an estimate based on the current management fee and the 2020 level of all other recognized costs. Ongoing charges may vary from year to year.
