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.
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.
Biggest investments
The data is presented as at 30.06.2021
| Biggest investments | |
|---|---|
| Amundi Prime Global Ucits ETF DR | 27.55% |
| LYXOR Core MSCI World | 22.77% |
| Access Global | 17.54% |
| SPDR MSCI World Ucits ETF | 16.00% |
| HSBC MSCI World UCITS ETF | 15.97% |
Fund doesn´t make any investments in Estonia
Asset Classes
Entry fee: 0%
Exit fee: 0%
Management fee: 0.29%
Success fee: no commission
Ongoing charges (inc management fee): 0.33%
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.
