II pillar

LHV Pensionifond Roheline
Active Management
10%
-10%
10%
10 year net yield
5
1
7
Risk level
1.89%
0%
100%
Invests into Estonia
4700
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.
There is a transaction associated with the fund taking effect on
See pending transactions
In my portfolio
~
Payments deposited here
Number of units
Acquisition price
Unit NAV
Profit/loss %
Profit/loss €
Total value

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

Biggest investments

The data is presented as at 31.01.2021

Biggest investments
Invesco Solar ETF9.44%
iShares Global Clean Energy ET9.06%
iShares Inc iShares ESG Aware8.48%
Global X Copper Miners ETF7.74%
Global X Lithium and Battery Tech7.69%
Plug Power4.39%
Lyxor MSCI Europe ESG Leaders4.38%
First Trust Global Wind Energy3.57%
VanEck Vectors Sustainable World Equal Weight UCIT3.29%
Yara International3.06%

Biggest investments in Estonia

Biggest investments in Estonia
Birdeye Timber Fund 31.89%

Asset Classes

The data is presented as at 31.01.2021.

Information about the fund

Information about the fund
Volume of the fund (as of 31.01.2021)18,975,155.03 €
Management companyAS LHV Varahaldus
Equity in the fund781 250 units
Rate of the depository’s charge0,054% (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): 1.01%

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.