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LHV Pensionifond Roheline

10%
-10%
10%
10 year net yield
6
1
7
Risk level
3.06%
0%
100%
Invests into Estonia
5394
Fund investors

Suitable if

  • you have more than 15 years left until retirement,
  • you are partial to thinking green,
  • you would like to invest your pension funds in an environmentally friendly and sustainable manner.
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Unit NAV
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Profit/loss €
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The only green fund in Estonia

  • The first, and in terms of its essence, so far the only fund in the Estonian pension market that invests in the green transition trend
  • Half of the portfolio is invested in funds that follow the principles of sustainability or involve environmental topics
  • All individual investments are environmentally based, i.e., they are related to renewable energy, energy efficiency, water technology, pollution reduction, management, environmental support activities, and responsible forestry and agriculture.
...

Joel Kukemelk

Fund Manager at LHV

„We do not really have an another planet and a plan B – the only option is to build a sustainable and green future, even if it means investing more in the beginning. This is a fund for which the long-term green transition trend shows revenues, not costs.“

Biggest investments

The data is presented as at 30.04.2024

Biggest investments
Global X Copper Miners ETF12.29%
Invesco Solar ETF10.83%
Global X Lithium and Battery Tech6.95%
L and G Battery Value-Chain UCITS6.47%
iShares Global Clean Energy ET6.46%
First Trust NASDAQ Clean Edge3.95%
iShares Electric Vehicles and Driving Technology U3.11%
Ignitis Grupe3.01%
Renewi2.59%
QCP PE Fund III2.18%

Biggest investments in Estonia

Biggest investments in Estonia
Birdeye Timber Fund 31.73%
Hepsor0.53%
Sopruse157 omanikulaen0.46%

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)38,217,776.64 €
Management companyLHV Varahaldus
Equity in the fund225,000 units
Rate of the depository’s charge0.0451% (paid by LHV)
DepositoryAS SEB Pank

Entry fee: 0%

Exit fee: 0%

Management fee: 0.4067%

Success fee: no commission

Ongoing charges (inc management fee): 0.81%

The ongoing charges figure is an estimate based on the current management fee and estimated total fees. Ongoing charges may vary from year to year.

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

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