Swedbank Pension Fund V60
SWT60
01.10.2003
EE3600071031
Swedbank Pension Fund V60 is a contractual investment fund founded for providing supplementary funded pension. The objective of the Fund is a long-term growth of the value of the Fund’s assets by means of investing up to 60% of the assets in equity-risk securities and the remaining part of the assets in bonds, money-market instruments, deposits, immovables and other assets.
Investment principles
Shares
Bonds
60%
40%
Fund fees
Issue fee
Redemption fee
Management fee
Total expense ratio, 2023
0%
1%
1,05%
1,05%
Reports
Year
Managers
Katrin Rahe is employed at Swedbank Investeerimisfondid AS since 2010.She has worked in the financial sector since 1996. She was previously employed as a Risk Manager (from 1996) and Portfolio Manager (from 1998) in the Financial Markets Department of the Bank of Estonia, where she was responsible for active investment in bond and money market portfolios forming part of foreign currency reserves on a daily basis. From 2009 she worked as a Portfolio Manager in the Private Banking Unit of Nordea Bank Plc Estonia Branch, operating in equity and bond markets. In 1996 she graduated from the Faculty of Economics at Tallinn University of Technology cum laude and acquired the degree of Master of Engineering in the speciality of economic data processing in 1997. She participated in the CFA programme from 2000-2002 and is a member of the CFA Institute.
Contacts
E-mail: funds@swedbank.ee
Phone: +372 613 1606
Fax: +372 613 1636
Website: www.swedbank.ee
Address: Liivalaia 8, 15040 Tallinn