Swedbank V-funds

Pension Fund V2 - Growth Strategy

  • 60% of equities
  • 40% of bonds
  • 40% of the fund’s assets are invested in bonds and up to 60% in equity risk.
  • The value of a fund share may fluctuate greatly over shorter period.

V2 fund is suitable if:

  • You are a relatively high risk tolerance and aware of opportunities and risks related to equities.
  • Your objective is to increase assets as much as possible over a long savings period (at least 7-10 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 08.12.2016

Annualized return Return
1 year +3.20% +3.21%
3 years +4.17% +13.07%
5 years +5.90% +33.24%

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 +2.27% +6.52% +4.19% +12.44% -4.56%

    Volatility measures

    • Standard deviation : 5.80 %
    • Sharpe ratio : 0.56

    All indicators are based on 3 year period