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15.10.2021 Reede

Swedbank hakkab pensionikogujatele pakkuma kahte uut indeksfondi

Alates 15. oktoobrist hakkab Swedbank Investeerimisfondid pakkuma pensionikogujatele kahte uut indeksfondi – teises sambas Swedbank Pensionifond Indeksit ja kolmandas sambas Swedbank III samba Pensionifond Indeksit.

Mõlemad uued Swedbanki indeksfondid investeerivad kuni 100 protsenti aktsiariskiga instrumentidesse.
Mõlemad uued Swedbanki indeksfondid investeerivad kuni 100 protsenti aktsiariskiga instrumentidesse. Foto: pixabay

Eelkõige sobivad indeksfondid riskidest teadlikele inimestele, kellel on pensioni kogumiseks jäänud vähemalt 10 aastat,

ütles Swedbank Investeerimisfondide juht Age Petter pressiteates.

Mõlemad uued Swedbanki indeksfondid investeerivad kuni 100 protsenti aktsiariskiga instrumentidesse ja sobivad seetõttu pikemaks kogumisperioodiks ning kõrgema riskitaluvusega investorile.

Swedbanki II samba Pensionifond Indeksi tasu on 0,33 protsenti ja Swedbanki III samba Pensionifond Indeksil 0,29 protsenti. Mõlemad on passiivselt juhitud.

Kui seni oli Swedbanki kolmanda samba pensionifondide valikus kolm kinnist erineva riskitasemega indeksfondi, millest ei saanud väljuda enne 55. sünnipäeva, siis uus indeksfond on avatud fond, millest saab väljuda soovi korral ka varem.

"Soovime paigutada raha ettevõtetesse, kes jätkusuutlikkuse teemaga tegelevad ja olla neile ka abiks nende eesmärkide saavutamisel. Eesmärk on teha kõik investeeringud ainult kõrgemaitele jätkusuutlikkuse normidele vastavatesse ettevõtetesse," lisas Petter.

Küsi nõu!

  Esita küsimus

Saada vihje

Hea lugeja, meie eesmärk on teha just sellist ajakirja, nagu sulle meeldib. Pane kirja soovitud teemad ning dokumendivormid, mida tahaksid siit leida. Tehkem koostööd!
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