LHV Pensionifond Roheline

Active Management
10%
-10%
10%
10 year net yield
5
1
7
Risk level
2.17%
0%
100%
Invests into Estonia
8518
Fund investors

Suitable if

  • you have more than 15 years left until retirement,
  • you are partial to thinking green,
  • you would like to invest your pension funds in an environmentally friendly and sustainable manner.
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In my portfolio
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Payments deposited here
Number of units
Acquisition price
Unit NAV
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Strategy

The fund's assets are invested in accordance with the principle that investments must be responsible, environmentally friendly, green, ethical, sustainable, anti-climate change, resource-efficient or have a lower greenhouse gas footprint than other investment opportunities.

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 28.02.2023

Biggest investments
Global X Copper Miners ETF10.73%
KraneShares Global Carbon Strategy ETF8.97%
Global X Lithium and Battery Tech7.34%
L and G Battery Value-Chain UCITS7.22%
iShares Global Clean Energy ET6.80%
Invesco Solar ETF6.77%
WisdomTree Battery Solutions UCITS4.53%
Plug Power2.90%
L and G Hydrogen Economy UCITS ETF2.50%
UPM-Kymmene2.42%

Biggest investments in Estonia

Biggest investments in Estonia
Birdeye Timber Fund 31.14%
Hepsor0.52%
Sopruse157 omanikulaen0.31%

Asset Classes

The data is presented as at 28.02.2023.

Information about the fund

Information about the fund
Volume of the fund (as of 28.02.2023)53,191,007.05 €
Management companyLHV Varahaldus
Equity in the fund1,000,000.002 units
Rate of the depository’s charge0.0444% (paid by LHV)
DepositoryAS SEB Pank

Entry fee: 0%

Exit fee: 0%

Management fee: 0.4067%

Success fee: no commission

Ongoing charges (inc management fee): 0,82%

The ongoing charges figure is an estimate based on the current management fee and estimated total fees. Ongoing charges may vary from year to year.