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.
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
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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 31.01.2021
| Biggest investments | |
|---|---|
| Invesco Solar ETF | 9.44% |
| iShares Global Clean Energy ET | 9.06% |
| iShares Inc iShares ESG Aware | 8.48% |
| Global X Copper Miners ETF | 7.74% |
| Global X Lithium and Battery Tech | 7.69% |
| Plug Power | 4.39% |
| Lyxor MSCI Europe ESG Leaders | 4.38% |
| First Trust Global Wind Energy | 3.57% |
| VanEck Vectors Sustainable World Equal Weight UCIT | 3.29% |
| Yara International | 3.06% |
Biggest investments in Estonia
| Biggest investments in Estonia | |
|---|---|
| Birdeye Timber Fund 3 | 1.89% |
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 company | AS LHV Varahaldus |
| Equity in the fund | 781 250 units |
| Rate of the depository’s charge | 0,054% (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): 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.
