LHV Pensionifond Roheline
10%
-10%
10%
10 year net yield
6
1
7
Risk level
4.43%
0%
100%
Invests into Estonia
3154
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.
The only green fund in Estonia
- The first, and in terms of its essence, so far the only fund in the Estonian pension market that invests in the green transition trend
- Half of the portfolio is invested in funds that follow the principles of sustainability or involve environmental topics
- All individual investments are environmentally based, i.e., they are related to renewable energy, energy efficiency, water technology, pollution reduction, management, environmental support activities, and responsible forestry and agriculture.
Jani Mäenpää
Portfolio Manager at LHV
„The LHV Roheline is the only pension fund in the Estonian pension market that invests directly in sustainability trends and companies for whom sustainable development is a revenue, not an expense.“
Biggest investments
The data is presented as at 30.06.2025
| Biggest investments | |
|---|---|
| Global X Copper Miners ETF | 14.63% |
| iShares Global Clean Energy ET | 10.14% |
| Invesco Solar ETF | 9.48% |
| Amundi MSCI Water ESG Screened | 6.00% |
| QCP PE Fund III | 5.99% |
| First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund ETF | 5.62% |
| iShares Electric Vehicles and Driving Technology UCITS | 5.27% |
| Fortum | 4.00% |
| Birdeye Timber Fund 3 | 3.05% |
| Xtrackers MDAX ESG Screened UCITS ETF | 2.29% |
Biggest investments in Estonia
| Biggest investments in Estonia | |
|---|---|
| Birdeye Timber Fund 3 | 3.05% |
| Sopruse157 omanikulaen | 0.79% |
| Sopruse pst 157 | 0.60% |
Asset Classes
The data is presented as at 30.06.2025.
Information about the fund
| Information about the fund | |
|---|---|
| Volume of the fund (as of 30.06.2025) | 22,060,606 € |
| Management company | LHV Varahaldus |
| Equity in the fund | 100,000 units |
| Rate of the depository’s charge | 0.0434% (paid by LHV) |
| Depository | AS SEB Pank |
Entry fee: 0%
Exit fee: 0%
Management fee: 0.4067%
Success fee: no commission
Ongoing charges (inc management fee): 0.93%
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.
Terms and Conditions
Prospectus
- Prospectus (in Estonian, valid until 01.09.2025)
- Key Investor Information (in Estonian, valid until 01.09.2025)