English
II pillar

Swedbank Pension Fund Conservative

Shortname

SWK00

Strategy

Conservative

Registration date

30.04.2002

ISIN

EE3600019733

Swedbank Pension Fund Conservative is a contractual investment fund founded for providing mandatory funded pension. At least 80% of the Fund’s assets are invested in bonds, money market instruments, deposits and other assets permitted under legislation. Up to 10% of the Fund’s assets may be invested in equities, equity funds and other equity-like instruments; up to 20% of the Fund’s assets may be invested in immovables and other assets permitted by legislation. Conservative strategy focuses on bonds and its objective is the preservation of capital and moderate growth primarily in shorter horizon.

Fund fees

Issue fee

Redemption fee

Management fee

Total expense ratio, 2023

0%

0%

0,29%

0,47%

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Contacts

E-mail: funds@swedbank.ee

Phone: +372 613 1606

Fax: +372 613 1636

Website: www.swedbank.ee

Address: Liivalaia 8, 15040 Tallinn