Swedbank Pensionifond Indeks
Passive Management
10%
-10%
10%
10 year net yield
6
1
7
Risk level
0.00%
0%
100%
Invests into Estonia
163
Fund investors

Suitable if

  • your goal is higher growth of your pension money over a longer period (at least 10 years);
  • you want your pension money to follow global equity markets and you are prepared for bigger fluctuations in the value of your assets;
  • you want your pension money to be invested sustainably.
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Strategy

The Fund is established as an investment fund with so called passive investment policy, which means that the assets of the Fund are invested in other investment funds tracking global equity indices of developed countries. Up to 100% of the Fund's assets may be invested in instruments with equity risk, and the Management Company shall not react to changes in the composition of such indices. The investment of the assets of the Fund shall take into consideration the ESG (environmental, social, governance) factors or principles of other fields of responsible and sustainable policy (environment, climate, working conditions, company management, etc.)

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.

Entry fee: 0%

Exit fee: 0%

Management fee: 0.29%

Success fee: no commission

Ongoing charges (inc management fee): 0.33%

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