II pillar

Swedbank Pensionifond K1990-1999 indeks
Passive Management • Aggressive Strategy
10%
-10%
10%
10 year net yield
5
1
7
Risk level
0.00%
0%
100%
Invests into Estonia
5971
Fund investors

Suitable if

  • you were born between 1990 and 1999,
  • you don’t want to change funds yourself during the savings period (although you can still do so if you need to),
  • you prefer the risk profile of the fund to change automatically.
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Strategy
The Fund is established as a lifecycle fund with so called passive investment strategy, meaning that the assets of the Fund are invested into financial instruments that track global indices and the Management Company reduces the ratio of instruments carrying equity risk in the Fund´s assets over time pursuant to the conditions and prospectus of the Fund.
The proportion of investments with equity risk will only ever vary from the indicated level by max. 2%. The remainder is invested in bonds, other debt instruments, deposits 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 30.09.2019

Biggest investments
Amundi Prime Global Ucits ETF DR27.50%
LYXOR Core MSCI World27.16%
SPDR MSCI World Ucits ETF27.13%
Access Global17.99%

Fund doesn´t make any investments in Estonia

Asset Classes

The data is presented as at 30.09.2019.

Entry fee: 0%

Exit fee: 0%

Management fee: 0.49%

Ongoing charges (inc management fee): 0.72%

Ongoing charges are based on expenses for the last calendar year, ie 2018. Ongoing charges may vary from year to year.