Swedbank V-funds

Pension Fund V1 - Balanced Strategy

  • 30% of equities
  • 70% of bonds
  • 70% of the fund’s assets are invested in bonds and up to 30% in equity risk.
  • The value of the fund share may fluctuate over shorter periods.

V1 fund is suitable if:

  • You are a conservative or elderly saver.
  • You are a saver with moderate risk tolerance.
  • Your objective is to achieve a stable increase in assets over a medium savings period (at least 3-5 years).

Good to know before investing

  • Consider your risk tolerance when selecting your fund

    There are several ways of saving money in your third pension pillar. In order to find a solution that will enable you to plan your future with peace of mind, simply complete the risk questionnaire. It should take you no more than 10 minutes to answer the 10 questions.

    The risk questionnaire assesses your prior investment experience, risk preparedness and presumed saving period, and based on this makes suggestions on how you should invest your money.

Long term return till 26.09.2016

Annualized return Return
1 year +1.04% +1.05%
3 years +2.50% +7.69%
5 years +4.41% +24.13%

Performance chart

 Add for comparison

    Net asset values of the pension fund prior to 01.01.2011 have been translated into the euro at the official central rate of 15.6466.

    Calendar year total returns

    Year 2015 2014 2013 2012 2011
    Total return +0.53% +5.37% +2.50% +11.67% -1.03%

    Volatility measures

    • Standard deviation : 3.19 %
    • Sharpe ratio : 0.90

    All indicators are based on 3 year period