Swedbank pensionifond 1980–89 sündinutele

Active Management
10%
-10%
10%
10 year net yield
5
1
7
Risk level
10.59%
0%
100%
Invests into Estonia
65691
Fund investors

Suitable if

  • you were born in the 80s and remember how good it was to drink kvass as a child,
  • you want to invest comfortably in one fund until retirement,
  • you want the fund to invest with your age,
  • you want to accumulate in a fund with good return.
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In my portfolio
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Payments deposited here
Number of units
Acquisition price
Unit NAV
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Total value

Strategy

A unique life-cycle fund where the risk level changes over time. When you are younger, you can take more risks and invest in equities. 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
Access Edge Emerging Markets A6.66%
Access Europa A5.87%
Globalfond A3.80%
Amundi Index MSCI World SRI UC3.16%
UBS ETF-MSCI Emerging Markets UCITS ETF2.63%
AMUNDI I.S-MSCI EME.E.L.-UCI.ETF DR USD2.54%
Apple2.44%
iShares Agribusiness UCITS ETF2.00%
Transition Energy A1.91%
EfTEN Kinnisvarafond II AS1.73%

Biggest investments in Estonia

Biggest investments in Estonia
Eften Kinnisvarafond II AS1.80%
East Capital Baltic Property Fund III1.24%
LHV Group 9.500% Perpetual0.88%

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.