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
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 V30
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 V60
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 V100
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

The rate of return of pension funds must exceed wage growth in the future
Andres Viisemann, Head of LHV Pension Funds

Following the decrease in stock markets in May, June turned out to be a brilliant month for investors. Measured net in euros, the MSCI World Index, which gathers the biggest stock markets in the world, rose by 4.3% during the month, which meant a new record high level for the S&P500 Index, which includes the shares of 500 corporations in the United States. Bond prices also grew, since the expected rates of return decreased.

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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