II pillar

Swedbank Pensionifond K1990-1999 indeks
Passive Management
10%
-10%
10%
10 year net yield
5
1
7
Risk level
0.00%
0%
100%
Invests into Estonia
16161
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
Acquisition price
Unit NAV
Profit/loss %
Profit/loss €
Total value

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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The Fund's return is expressed as the net yield after deduction of all fees.

Biggest investments

The data is presented as at 31.08.2020

Biggest investments
Amundi Prime Global Ucits ETF DR26.95%
SPDR MSCI World Ucits ETF24.61%
LYXOR Core MSCI World19.17%
Access Global18.36%
HSBC MSCI World UCITS ETF10.85%

Fund doesn´t make any investments in Estonia

Asset Classes

The data is presented as at 31.08.2020.

Entry fee: 0%

Exit fee: 0%

Management fee: 0.41%

Success fee: no commission

Ongoing charges (inc management fee): 0.47%

The ongoing charges figure is an estimate based on the current management fee and the 2019 level of all other recognized costs. Ongoing charges may vary from year to year.