English
II pillar

Swedbank Pension Fund K60

Shortname

SWK50

Strategy

Progressive

Registration date

30.04.2002

ISIN

EE3600019758

Swedbank Pension Fund K60 is a contractual investment fund founded for providing mandatory funded pension. Up to 60% 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 growth strategy is to guarantee as high rate of return as possible as a result of long-term accumulation of assets. Over a shorter period of time, the capital value may also decline and the unit value may significantly fluctuate in case of growth strategy.

Fund fees

Issue fee

Redemption fee

Management fee

Total expense ratio, 2020

0%

0%

0,53%

0,65%

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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