SEB Balanced Pension Fund
The SEB Balanced Pension Fund mainly invests in bonds and deposits, with up to 25% invested in shares. As the fund invests in shares, bonds and deposits in an equal amount, moderate fluctuations in the value of the fund's assets may occur.
The main goal of the SEB Balanced Pension Fund is to maintain the value of pension assets and ensure their stable growth. This means that the long-term rate of return of the money allocated to the pension fund should be equal to the rate of inflation.
Registration date: 21.11.2000
Issue fee: 1%
Redemption fee: 1%
Management fee: 1%
Endriko Võrklaev, Vladislavas Zaborovskis
Fund manager – AS SEB Varahaldus
Name: AS SEB Varahaldus
Registration number: 10035169
Registration date: 22.05.1996
Paid up capital: 3 035 803.31 EUR
Auditor: Ernst & Young Baltic AS
Depository: AS SEB Pank
Owners: 100% - AS SEB Pank