English
II pillar

Swedbank Pension Fund K30

Shortname

SWK25

Strategy

Balanced

Registration date

30.04.2002

ISIN

EE3600019741

Swedbank Pension Fund K30 is a contractual investment fund founded for providing mandatory funded pension. Up to 30% of the fund's assets may be invested in equities, equity funds and other equity-like instruments, with the remaining portion of the fund's assets invested in bonds, money market instruments, deposits, immovables and other assets permitted by legislation. The objective of balanced strategy is to help to grow capital even over a shorter period of time, but the value of capital should primarily grow in a longer-term perspective. The investor must be prepared for short-term fluctuations in the unit value.

Fund fees

Issue fee

Redemption fee

Management fee

Total expense ratio, 2020

0%

0%

0,53%

0,66%

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Managers

Katrin Rahe

Katrin Rahe is employed at Swedbank Investeerimisfondid AS since 2010.She has worked in the financial sector since 1996. She was previously employed as a Risk Manager (from 1996) and Portfolio Manager (from 1998) in the Financial Markets Department of the Bank of Estonia, where she was responsible for active investment in bond and money market portfolios forming part of foreign currency reserves on a daily basis. From 2009 she worked as a Portfolio Manager in the Private Banking Unit of Nordea Bank Plc Estonia Branch, operating in equity and bond markets. In 1996 she graduated from the Faculty of Economics at Tallinn University of Technology cum laude and acquired the degree of Master of Engineering in the speciality of economic data processing in 1997. She participated in the CFA programme from 2000-2002 and is a member of the CFA Institute.

Contacts

E-mail: funds@swedbank.ee

Phone: +372 613 1606

Fax: +372 613 1636

Website: www.swedbank.ee

Address: Liivalaia 8, 15040 Tallinn