English
II pillar

Swedbank Pension Fund Generation 2000-09

Shortname

SWK09

Strategy

Progressive

Registration date

15.02.2023

ISIN

EE3600001848

Swedbank Pension Fund Generation 2000-09 is a so called life-cycle fund, meaning that the ratio of investments carrying equity risk in the Funds´ assets decreases in time as described in the Funds´ documentation and each Fund exists for a fixed period (the II pillar accumulation period for the respective generation). Swedbank Pension Fund Generation 2000-09 is intended primarily for investors born in the years 2000-2009.

The ratio of assets carrying equity risk (equity, equity funds, other equity-like instruments) in the Fund is reduced over time as shown in Prospectus. The remaining portion of the Fund's assets invested in bonds, money market instruments, deposits, immovables and other assets permitted by legislation.

The Fund has a fixed term, meaning that upon reaching its term (pension age of the target investors) the Fund is terminated. The Fund will be terminated by merger with the conservative pension fund (Swedbank Pension Fund Conservative).

Fund fees

Issue fee

Redemption fee

Management fee

Total expense ratio, 2023

0%

0%

0.53%

0,66%

Contacts

E-mail: funds@swedbank.ee

Phone: +372 613 1606

Fax: +372 613 1636

Website: www.swedbank.ee

Address: Liivalaia 8, 15040 Tallinn