II pillar

Swedbank Pensionifond K90-99
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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Payments deposited here
Number of units
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Unit NAV
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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 31.07.2019

Biggest investments
SPDR Barclays Euro Aggregate Bond UCITS ETF25.44%
HSBC MSCI World UCITS ETF23.65%
LYXOR Core MSCI World21.90%
Amundi Index MSCI World UCITS ETF20.36%
Access Global7.64%

Fund doesn´t make any investments in Estonia

Asset Classes

The data is presented as at 31.07.2019.

Entry fee: 0%

Exit fee: 0%

Management fee: 0.49%