Actively managed funds

Favourable fees

The fees of our actively managed 2nd pillar funds are the lowest in Estonia

  • We will also invest your pension assets in Estonia, contributing to local growth.
  • The fund investments have been dispersed between various countries and fields.
  • We will help you choose a suitable fund and let you know when it is time to change it.

K100 pension fund – Equity strategy

  • Up to 100% of the fund’s assets are invested in the instruments with equity risk. The remaining part of the fund’s assets may also be invested in bonds, money market instruments, deposits, real estate, and other assets.
  • The value of a fund share may fluctuate greatly over shorter periods.

The K100 fund is suitable for you if:

  • your age is up to 44 years;
  • you are a pension saver with relatively high risk tolerance who is aware of the main features and risks securities;
  • your objective is to grow your pension assets as much as possible over a longer savings period (more than 10 years).
Fund name
Swedbank Pension Fund K100
Launch date
Fund size (27.03.2020):
354 507 060.85 EUR
NAV at 27.03.2020  
0.87890 EUR
Subscription at 27.03.2020  
0.87890 EUR
Redemption at 27.03.2020  
0.87890 EUR
NAV change  
-0.02419 EUR (-2.68%);
Units owned by the Fund Management Company
2 070 000 units
Risk and reward profile
Lower Risk  
Higher risk  

Long term return till 27.03.2020

Annualized return Return
1 year -12.59% -12.62%
3 years -2.43% -7.13%
5 years -0.82% -4.04%

Performance chart

    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 2019 2018 2017 2016 2015
    Total return +15.73% -4.83% +7.95% +5.70% +3.35%

    Volatility measures

    • Standard deviation : 7.13 %
    • Sharpe ratio : 0.33

    All indicators are based on 3 year period