Swedbank pensionifond 1980–89 sündinutele
Active Management
10%
-10%
10%
10 year net yield
5
1
7
Risk level
9.45%
0%
100%
Invests into Estonia
60326
Fund investors
Biggest investments
The data is presented as at 31.08.2023
| Biggest investments | |
|---|---|
| Access Europa A | 8.72% |
| Access Edge Emerging Markets A | 8.52% |
| Globalfond A | 3.67% |
| AMUNDI I.S-MSCI EME.E.L.-UCI.ETF DR USD | 2.85% |
| Apple | 2.22% |
| Amundi Index MSCI World SRI UC | 2.01% |
| Microsoft | 1.79% |
| iShares Global Clean Energy UCITS ETF | 1.70% |
| EfTEN Kinnisvarafond II AS | 1.43% |
| Usaldusfond EfTEN Real Estate Fund 4 | 1.05% |
Biggest investments in Estonia
| Biggest investments in Estonia | |
|---|---|
| Eften Kinnisvarafond II AS | 1.43% |
| East Capital Baltic Property Fund III | 1.04% |
| Lumi Retal Property Fund | 0.68% |
Asset Classes
The data is presented as at 31.08.2023.
Entry fee: 0%
Exit fee: 0%
Management fee: 0.53%
Success fee: no commission
Ongoing charges (inc management fee): 0.76%
The ongoing charges figure is an estimate based on the current management fee and the 2022 level of all other recognized costs. Ongoing charges may vary from year to year.
