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III pillar

Swedbank Pension Fund V100 index (limited redemption)

Shortname

SWV100

Registration date

14.02.2019

ISIN

EE3600109484

Swedbank Pension Fund V100 index (limited redemption) is a good opportunity for saving in the third pillar via index funds and other index instruments. In addition, the fund provides a great opportunity for saving money for retirement, as restrictions have been set on the earlier withdrawal of the money. Also, the fund units cannot be switched to a voluntary funded pension contract before the age of 55*. This is a restricted exit pension fund, the units of which can be sold from the age of 55 and switching the units of this fund to another pension fund is only possible if at least the same conditions apply to the latter. For example, the units of V100 index cannot be switched to the units of V30, V60 or V100 funds, however, V100 index units can be switched to the units of V30 index or V60 index funds.

Investment principles

Shares

100%

Fund fees

Issue fee

Redemption fee

Management fee

Total expense ratio, 2020

0%

0%

0,29%

0,40%

Reports

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Managers

Pertti Rahnel

Pertti Rahnel Portfolio manager, Stockholm Chartered Financial Analyst (CFA). In Swedbank Robur since 2011. Has experience in various investment area related positions at Swedbank Group since 2005. Responsible for tracking global indexes.

Contacts

E-mail: funds@swedbank.ee

Phone: +372 613 1606

Fax: +372 613 1636

Website: www.swedbank.ee

Address: Liivalaia 8, 15040 Tallinn