English
II pillar

Swedbank Pension Fund K1990-1999 indeks

Shortname

SWK99

Strategy

Aggressive

Registration date

08.12.2016

ISIN

EE3600109393

Swedbank Pension Fund K1990-1999 Index is established as life-cycle fund (generation fund) with a so called passive investment strategy, meaning that the management company invests the assets of the fund into financial instruments that track global equity indices that are mainly based on market capitalization of undertakings of developed countries as well as bond indices consisting mainly of investment grade instruments and denominated in euros and the management company reduces the ratio of instruments carrying equity risk in the fund´s assets over time as the pension age of the target investors approaches. The fund is established with a fixed term, meaning that upon its term (2066) the fund shall be terminated.

Fund fees

Issue fee

Redemption fee

Management fee

Total expense ratio, 2020

0%

0%

0,29%

0,33%

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