English
III pillar

LHV Pensionifond Indeks III

Shortname

LIT100

Registration date

09.11.2016

ISIN

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, 2023

0%

0%

0.2%

0,37%

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Managers

Erko Rebane

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