Swedbank Pension Fund V1
Swedbank Pension Fund V1 (Balanced Strategy) is a contractual investment fund founded for providing supplementary funded pension. The objective of the Fund is a long-term growth of the value of the Fund’s assets by means of investing up to 30% of the assets in equity-risk securities and the remaining part of the assets in bonds, money-market instruments, deposits, immovables and other assets.
Registration date: 04.01.1999
Issue fee: 0%
Redemption fee: 1%
Management fee: 1,2%
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.
Fund manager – Swedbank Investeerimisfondid AS
Name: Swedbank Investeerimisfondid AS
Registration number: 10194399
Registration date: 30.04.1997
Paid up capital: 3 004 800 EUR
Auditor: AS Deloitte Audit Eesti
Depository: Swedbank AS
Owners: 100% - Swedbank Robur AB
Chairman of the Management Board
Employed at Swedbank Investeerimisfondid AS since 2014.
Earlier employment: various positions within the Swedbank Group, in Bank of Estonia and in the Estonian Ministry of Finance. Has worked with Swedbank pension funds in the past, in Hansa Investment Funds from 2005 to 2009 and in Swedbank Robur in Sweden from 2009 to 2010. Has a degree in economics from the Tallinn University of Technology as well as a MSC in Economics from University of Exeter in England. Work experience in the financial sector since 1998.
Member of the Management Board, Chief Compliance Officer
Employed at Swedbank Investeerimisfondid AS since 2010.
Previous employment: Investment Services Compliance Controller at Swedbank AS and lawyer at Law Office Tark & Co. Master's level degree in International Business Law from the University of Central Europe. Work experience in the financial sector since 2007.