Luminor Pensionifond Jätkusuutlik Tulevik, Indeks
Passive Management
10%
-10%
10%
10 year net yield
6
1
7
Risk level
0.00%
0%
100%
Invests into Estonia
301
Fund investors

Suitable if

  • you have more than 10 years left until retirement,
  • you tolerate possible short-term fluctuations in the value of the assets well in order to earn a potentially higher than average return in the long term.
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Unit NAV
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Strategy

The fund’s assets are invested in equity funds and other similar instruments. The equity risk is maintained at around 100% regardless of the situation on financial markets. The fund invests globally. The fund may invest in different industries and regions and assets denominated in different currencies.

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

Biggest investments

The data is presented as at 31.10.2021

Biggest investments
iShares MSCI EM SRI UCITS ETF23.72%
iShares MSCI World SRI UCITS ETF21.11%
UBS (Lux) Fund Solutions - MSCI World Socially Responsible UCITS ETF19.95%
Amundi Index MSCI World SRI - UCITS ETF19.94%
BNP Paribas Easy MSCI World SRI Sseries 5% Capped UCITS ETF15.22%

Fund doesn´t make any investments in Estonia

Asset Classes

The data is presented as at 31.10.2021.

Entry fee: 0%

Exit fee: 0%

Management fee: 0,25%

Success fee: no commission

Ongoing charges (inc management fee): 1,39%

Ongoing fees are given as estimates based on forecasted total fees.