Swedbank pensionifond 1960–69 sündinutele

Active Management
10%
-10%
10%
10 year net yield
3
1
7
Risk level
21.34%
0%
100%
Invests into Estonia
25476
Fund investors

Suitable if

  • you were born in the 60s and remember the songs of ‘Horoskoop’,
  • you want to invest comfortably in one fund until retirement,
  • you want the fund to invest with your age,
  • you want your fund to make sustainable investments.
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In my portfolio
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Acquisition price
Unit NAV
Profit/loss %
Profit/loss €
Total value

Strategy

A unique life-cycle fund where the risk level changes automatically over time. The closer you get to retirement, the lower the proportion of equities and the higher the proportion of bonds. The fund invests sustainably.

Performance
From beginning
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Current year
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Current month
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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 31.10.2022

Biggest investments
iShares USD Treasury Bond 1-3yr UCITS ETF15.41%
EfTEN Kinnisvarafond II AS4.72%
Lyxor US Treasury 1-3Y DR UCITS ETF4.44%
Access Edge Emerging Markets A2.60%
East Capital Baltic Property Fund III2.47%
Access Europa A2.44%
Amundi Index MSCI World SRI UC1.92%
Birdeye Capital Timber Fund 21.86%
Luminor Bank VAR 2412031.61%
Corporate Bond Europe High Yield A1.58%

Biggest investments in Estonia

Biggest investments in Estonia
EfTEN Kinnisvarafond II AS4.72%
East Capital Baltic Property Fund III2.47%
Luminor Bank VAR1.86%

Asset Classes

The data is presented as at 31.10.2022.

Entry fee: 0%

Exit fee: 0%

Management fee: 0.53%

Success fee: no commission

Ongoing charges (inc management fee): 0.66%

The ongoing charges figure is an estimate based on the current management fee and the 2020 level of all other recognized costs. Ongoing charges may vary from year to year.