Swedbank pensionifond 1970–79 sündinutele

Active Management
10%
-10%
10%
10 year net yield
5
1
7
Risk level
15.35%
0%
100%
Invests into Estonia
77480
Fund investors

Suitable if

  • you were born in the 70s and remember dreaming of jeans from abroad,
  • 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.
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

Strategy

A unique life-cycle fund where the risk level of equities changes 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
...
Current year
...
Current month
...
...
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
Access Edge Emerging Markets A4.88%
iShares USD Treasury Bond 1-3yr UCITS ETF4.82%
Access Europa A4.70%
Amundi Index MSCI World SRI UC4.11%
Globalfond A3.60%
UBS ETF-MSCI Emerging Markets UCITS ETF3.60%
EfTEN Kinnisvarafond II AS3.38%
East Capital Baltic Property Fund III2.22%
Apple2.00%
Transition Energy A1.93%

Biggest investments in Estonia

Biggest investments in Estonia
Eften Kinnisvarafond II3.38%
East Capital Baltic Property Fund III2.22%
Lumi Retal Property Fund1.07%

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): 0.65%

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.