III pillar

Tuleva III Samba Pensionifond
Passive Management
10%
-10%
10%
10 year net yield
10%
-10%
10%
5 year net yield
10%
-10%
10%
3 year net yield
10%
-10%
10%
2 year net yield

Suitable if

  • you are younger than 55 (for people who are 55 or over, the fund is suitable in combination with a bond fund or bank deposit),
  • and you want to achieve the best possible rate of return, and you are not staggered by short-term fluctuations of the market.

Details for making a payment in the fund

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 assets of the fund are only invested in units of investment funds that follow the MSCI All-Country World Index (MSCI ACWI), its subindices, or indices with a similar composition of underlying assets.

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

Entry fee: 0%

Exit fee: 0%

Management fee: 0.3%

Ongoing charges (inc management fee): 0.49%

The ongoing charges figure is an estimate based on the current management fee and the 2019 level of all other recognized costs. Ongoing charges may vary from year to year.

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

Fund shares can always be sold, in which case income tax applies. After turning 55, but not before five years have passed from the initial investment, disbursements are taxed a rate of 10%.

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 20% applies to cash withdrawals.