Swedbank Pensionifond Indeks

Passive Management
10 year net yield
Risk level
Invests into Estonia
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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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.)

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
Lyxor MSCI World ESG Leaders Extra (DR) UCITS ETF23.21%
Amundi Index MSCI World SRI UC20.67%
UBS Lux Fund Solutions - MSCI20.67%
Access Edge Global A17.78%
Access Global A17.26%

Fund doesn´t make any investments in Estonia

Asset Classes

The data is presented as at 31.10.2022.

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.