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Swedbank Pension Fund K90-99 (Life-cycle Strategy)

Swedbank Pension Fund K90-99 is the life-cycle fund with a passive investment policy.
It means that the Management Company invests the assets of the fund into financial instruments that track the global indices (mainly the equity indices of the developed markets, and the euro bond indices). The Management Company reduces the weight of instruments that carry the equity risk in the fund’s portfolio over time as the age of the investor approaches retirement. The fund is formed as a fixed-term, meaning that upon its term (in year 2061) its activities will be ceased, and the fund will be merged with the Pension Fund K1 with Conservative strategy.


ISIN: EE3600109393

Shortname: SWK99

Registration date: 08.12.2016

Strategy: Aggressive

Fund fees

Issue fee: 0%

Redemption fee: 0%

Management fee: 0,49%

Manager

Katrin Rahe


Fund manager – Swedbank Investeerimisfondid AS


Name: Swedbank Investeerimisfondid AS

Registration number: 10194399

Registration date: 30.04.1997

Paid up capital: 3 004 800 EUR

Auditor: AS Deloitte Audit Eesti

Depository: Swedbank AS

Owners: 100% - Swedbank Robur AB

Managing board

Kristjan Tamla
Chairman of the Management Board
Employed at Swedbank Investeerimisfondid AS since 2014.
Earlier employment: various positions within the Swedbank Group, in Bank of Estonia and in the Estonian Ministry of Finance. Has worked with Swedbank pension funds in the past, in Hansa Investment Funds from 2005 to 2009 and in Swedbank Robur in Sweden from 2009 to 2010. Has a degree in economics from the Tallinn University of Technology as well as a MSC in Economics from University of Exeter in England. Work experience in the financial sector since 1998.

Meelis Hint
Member of the Management Board, Chief Compliance Officer
Employed at Swedbank Investeerimisfondid AS since 2010.
Previous employment: Investment Services Compliance Controller at Swedbank AS and lawyer at Law Office Tark & Co. Master's level degree in International Business Law from the University of Central Europe. Work experience in the financial sector since 2007.

Contacts

Address: Liivalaia 8, 15040 Tallinn

Phone: +372 613 1606

Fax: +372 613 1636

E-mail: funds@swedbank.ee

Website: www.swedbank.ee