III pillar

Investment in the future on which the state refunds the income tax

  • Ensure your future through the third pillar
  • A wise monthly investment
  • The state refunds the income tax on the investment
Income tax incentive

The state refunds the income tax on the money invested in a third pillar pension fund. The allowance applies to payments that represent up to 15% of your gross income, but not in excess of EUR 6000 per year. For instance, if you invest EUR 100, you will receive an income tax refund of EUR 20 next March.

III pillar funds

LHV Täiendav Pensionifond
Active management
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10 year
net yield
-
-10%
10%
5 year
net yield
-
-10%
10%
Current year
net yield
-
-10%
10%
Entry fee
-
Exit fee
-
Management fee
-
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
LHV Pensionifond Indeks Pluss
Passive management
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10 year
net yield
-
-10%
10%
5 year
net yield
-
-10%
10%
Current year
net yield
-
-10%
10%
Entry fee
-
Exit fee
-
Management fee
-
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
SEB Aktiivne Pensionifond
Active management
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10 year
net yield
-
-10%
10%
5 year
net yield
-
-10%
10%
Current year
net yield
-
-10%
10%
Entry fee
-
Exit fee
-
Management fee
-
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
Luminor Aktsiad 100 Pensionifond
Active management
Read more
10 year
net yield
-
-10%
10%
5 year
net yield
-
-10%
10%
Current year
net yield
-
-10%
10%
Entry fee
-
Exit fee
-
Management fee
-
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
Luminor Intress Pluss Pensionifond
Active management
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10 year
net yield
-
-10%
10%
5 year
net yield
-
-10%
10%
Current year
net yield
-
-10%
10%
Entry fee
-
Exit fee
-
Management fee
-
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
Swedbank Pensionifond V1
Active management
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10 year
net yield
-
-10%
10%
5 year
net yield
-
-10%
10%
Current year
net yield
-
-10%
10%
Entry fee
-
Exit fee
-
Management fee
-
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
Swedbank Pensionifond V2
Active management
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10 year
net yield
-
-10%
10%
5 year
net yield
-
-10%
10%
Current year
net yield
-
-10%
10%
Entry fee
-
Exit fee
-
Management fee
-
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
Swedbank Pensionifond V3
Active management
Read more
10 year
net yield
-
-10%
10%
5 year
net yield
-
-10%
10%
Current year
net yield
-
-10%
10%
Entry fee
-
Exit fee
-
Management fee
-
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
Swedbank Pensionifond V100 indeks (exit restricted)
Passive management
Read more
10 year
net yield
-
-10%
10%
5 year
net yield
-
-10%
10%
Current year
net yield
-
-10%
10%
Entry fee
-
Exit fee
-
Management fee
-
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
SEB Tasakaalukas Pensionifond
Active management
Read more
10 year
net yield
-
-10%
10%
5 year
net yield
-
-10%
10%
Current year
net yield
-
-10%
10%
Entry fee
-
Exit fee
-
Management fee
-
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

Fund performance in previous periods does not constitute a promise or indication of the yield of subsequent periods. The geometric average annual return for the last 2, 3 and 5 calendar years of the pension funds are available here.

Market overview of pension funds

World’s largest stock market pulling the political wagon
Andres Viisemann, Head of LHV Pension Funds

Stock markets, which began the year experiencing turbulent growth, continued with a calmer mood in March. After Jerome Powell, Chair of the Federal Reserve, announced at the end of last year that the raising of interest rates should not be expected anytime soon and monetary policy may soon even be relaxed, stock prices have risen quickly on all of the largest markets and returned to last autumn’s levels. At the same time, future profit growth expectations of companies have become more moderate.

Let us know if you have any questions.

Together we will find the right solution.

Reet Roos
Pension Consultant
Mon–Fri 8–17
680 2743
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