II pillar
Swedbank Pensionifond K4
Active Management • Aggressive Strategy
10%
-10%
10%
10 year net yield
4
1
7
Risk level
8.18%
0%
100%
Invests into Estonia
106774
Fund investors
Suitable if
- your age is up to 44 years,
- you are a pension saver with relatively high 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 75% of the fund’s assets are invested in equity-risk instruments, with up to 50% permitted to be invested directly in equities. 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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Biggest investments
The data is presented as at 31.07.2019
| Biggest investments | |
|---|---|
| UBS ETF-MSCI Emerging Markets UCITS ETF | 18.39% |
| Republic of Austria 0.250% 191018 | 3.83% |
| Spain Government 5.400% 230131 | 3.81% |
| Spain Government 0.050% 210131 | 3.25% |
| Spain Government 0.750% 210730 | 2.21% |
| Spain Government 2.150% 251031 | 1.72% |
| Eften Kinnisvarafond II aktsia | 1.57% |
| Lithuania 0.000% 210131 | 1.23% |
| Luminor Bank 1.500% 211018 | 1.11% |
| East Capital Baltic Property III | 1.02% |
Biggest investments in Estonia
| Biggest investments in Estonia | |
|---|---|
| Eften Kinnisvarafond II aktsia | 1.57% |
| Luminor Bank 1,500% 211018 | 1.11% |
| East Capital Baltic Property III | 1.02% |
Asset Classes
The data is presented as at 31.07.2019.
Entry fee: 0%
Exit fee: 0%
Management fee: 0.83%
