LHV Pensionifond Indeks III
LIT100
09.11.2016
EE3600109419
The fund invests all of its assets in equity index-following investment funds and the fund manager does not actively change the fund’s risk level. The share of assets invested in equities is kept close to 100% of the fund’s size. Whenever the proportion of money in the fund exceeds 2% then it is invested within five working days.
Fund investments in shares are divided into two market types, based on the approximate size of the world’s economies: developed and emerging.
Fund fees
Issue fee
Redemption fee
Management fee
Total expense ratio, 2024
0%
0%
0.2%
0,36%
Reports
Year
Managers
Erko Rebane started working at LHV in 2005 as an equity markets analyst, continuing in the same position at LHV Asset Management from 2012. Since 2017, Erko has managed the LHV financial portal, and since August 2024 he has been working as a portfolio manager of LHV Pension Fund Indeks and LHV Pension Fund Indeks III. Erko graduated from TalTech Faculty of Economics with a Bachelor's degree in Economics in 2006 and with a Master's degree in Corporate Finance in 2021.
Contacts
E-mail: info@lhv.ee
Phone: +372 6 800 400
Fax: +372 6 800 402
Website: www.lhv.ee
Address: Tartu mnt 2, 10145 Tallinn