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LHV Pensionifond Roheline III

Active Management
-
-10%
10%
10 year net yield
-
-10%
10%
5 year net yield
-
-10%
10%
3 year net yield
-
-10%
10%
2 year net yield

Suitable if

  • you are partial to thinking green,
  • you would like to invest your pension funds in an environmentally friendly and sustainable manner.
Choose this fund

Details for making a payment in the fund

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.

Roheline III will be allowed to take on a higher degree of concentration risk, as well as to invest in asset classes in which it was not previously allowed to invest. For example, Roheline III can now invest up to a quarter of the Fund’s assets in green transition-related precious metals and raw materials.

Net asset value
...

Biggest investments

The data is presented as at 31.05.2025

Biggest investments
Global X Copper Miners ETF14.68%
iShares Global Clean Energy ET7.79%
Invesco Solar ETF7.77%
Amundi MSCI Water ESG Screened5.85%
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund ETF5.11%
QCP PE Fund III4.38%
iShares Electric Vehicles and Driving Technology UCITS4.03%
Global X Lithium and Battery Tech3.73%
Fortum3.67%
UPM-Kymmene3.29%

Biggest investments in Estonia

Biggest investments in Estonia
Birdeye Timber Fund 32.45%

Asset Classes

The data is presented as at 31.05.2025.

Information about the fund

Information about the fund
Volume of the fund (as of 31.05.2025)5,382,143 €
Management companyLHV Varahaldus
Equity in the fund0 units
DepositoryAS SEB Pank

Entry fee: 0%

Exit fee: 0%

Rate of the depository’s charge: 0.0439%

Management fee: 0.49%

Ongoing charges (inc management fee): 1.08%

The ongoing charges have been estimated, based on the expected total of charges. The annual report of the fund provides details of the paid fees for each year.

LHV Pensionifond Roheline III

Recipient
AS Pensionikeskus

Account
EE547700771002908125 - LHV Pank AS
EE961700017004379157 - Luminor Bank AS
EE141010220263146225 - SEB Pank AS
EE362200221067235244 - Swedbank AS

Explanation
30101119828, EE3600001764, IK:Your ID Code

Amount
Amount invested in euros

Disbursements

Pension agreement

The state does not tax payments from the 3rd pension pillar if you have concluded an insurance contract under which regular pension payments will be made to you for the rest of your life.

See more at Pensionikeskus.ee

Resale of shares

After reaching the age of 55 (if you started making Pillar III contributions before 2021), but not before five years have elapsed from the initial investment, the income tax on disbursements is 10%. If you have joined the third pillar before 2021 and want to take out what you have collected before the age of 55, the income tax is 22%. Those who have joined the third pillar from 2021 can withdraw money from the third pillar at a more favorable income tax rate (10%) if there is less than 5 years until retirement age.

The third pillar savings can also be bequeathed

The heir can then decide what to do with the inherited assets—whether to transfer them to their pension account or to withdraw the amount in cash.
Income tax of 22% applies to cash withdrawals.