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LHV Pensionifond Indeks

10%
-10%
10%
10 year net yield
6
1
7
Risk level
0.00%
0%
100%
Invests into Estonia
23002
Fund investors

Suitable if

  • you want to invest in financial markets on a continuous basis,
  • you wish to grow your pension pillar at the lowest possible costs,
  • you have prior personal investment experience.
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Unit NAV
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Profit/loss €
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Index fund with low management fees

  • We believe that the next growth will come from emerging markets, specifically, which is why we have allocated 38% of the fund’s investments to China, Taiwan, India, South Korea, Brazil and other emerging markets.
  • The fund’s risks are wisely diversified: investments are spread across more countries and are less dependent on the US stock market
  • The LHV index fund fee is the second most advantageous in Estonia. The annual rate of the ongoing charges is 0.32%. Even Tuleva is more expensive.
...

Joel Kukemelk

Fund Manager at LHV

„An index fund can also have a diversified strategy: investments are allocated according to the size of national economies, or GDP, rather than the size of the stock market, or market capitalisation, which would lead to a large proportion of the US stock market.“

Biggest investments

The data is presented as at 30.04.2024

Biggest investments
AMUNDI MSCI WORLD ETF V ACC27.49%
Amundi Prime Global UCITS ETF27.42%
HSBC MSCI Emerging Markets UCITS25.25%
db x-trackers MSCI Emerging Markets Index UCITS8.11%
SPDR MSCI World UCITS ETF5.24%
iShares Core MSCI Emerging Markets IMI UCITS ETF4.91%

Fund doesn´t make any investments in Estonia

Asset Classes

The data is presented as at 30.04.2024.

Information about the fund

Information about the fund
Volume of the fund (as of 30.04.2024)124,689,510.20 €
Management companyLHV Varahaldus
Equity in the fund500,000 units
Rate of the depository’s charge0.0451% (paid by LHV)
DepositoryAS SEB Pank

Entry fee: 0%

Exit fee: 0%

Management fee: 0.2000%

Success fee: no commission

Ongoing charges (inc management fee): 0.32%

Ongoing charges are based on expenses for the last calendar year, ie 2023. Ongoing charges may vary from year to year.

Did you know that LHV’s III pillar fund Indeks III invests in a similar way?

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