LHV Pensionifond Roheline
10%
-10%
10%
10 year net yield
6
1
7
Risk level
3.55%
0%
100%
Invests into Estonia
4101
Fund investors
Suitable if
- you have more than 15 years left until retirement,
- you are partial to thinking green,
- you would like to invest your pension funds in an environmentally friendly and sustainable manner.
The only green fund in Estonia
- The first, and in terms of its essence, so far the only fund in the Estonian pension market that invests in the green transition trend
- Half of the portfolio is invested in funds that follow the principles of sustainability or involve environmental topics
- All individual investments are environmentally based, i.e., they are related to renewable energy, energy efficiency, water technology, pollution reduction, management, environmental support activities, and responsible forestry and agriculture.
Jani Mäenpää
Portfolio Manager at LHV
„The LHV Roheline is the only pension fund in the Estonian pension market that invests directly in sustainability trends and companies for whom sustainable development is a revenue, not an expense.“
Biggest investments
The data is presented as at 30.11.2024
| Biggest investments | |
|---|---|
| Global X Copper Miners ETF | 14.38% |
| Invesco Solar ETF | 12.43% |
| Global X Lithium and Battery Tech | 8.91% |
| L and G Battery Value-Chain UCITS | 7.71% |
| iShares Global Clean Energy ET | 7.60% |
| First Trust NASDAQ Clean Edge Green Energy Index Fund ETF | 5.46% |
| First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund ETF | 4.04% |
| iShares Electric Vehicles and Driving Technology U | 3.88% |
| QCP PE Fund III | 3.85% |
| Cie de Saint-Gobain | 2.80% |
Biggest investments in Estonia
| Biggest investments in Estonia | |
|---|---|
| Birdeye Timber Fund 3 | 2.15% |
| Sopruse157 omanikulaen | 0.57% |
| Hepsor | 0.43% |
Asset Classes
The data is presented as at 30.11.2024.
Information about the fund
| Information about the fund | |
|---|---|
| Volume of the fund (as of 30.11.2024) | 30,864,189 € |
| Management company | LHV Varahaldus |
| Equity in the fund | 225,000 units |
| Rate of the depository’s charge | 0.0439% (paid by LHV) |
| Depository | AS SEB Pank |
Entry fee: 0%
Exit fee: 0%
Management fee: 0.4067%
Success fee: no commission
Ongoing charges (inc management fee): 0.81%
The ongoing charges figure is an estimate based on the current management fee and estimated total fees. Ongoing charges may vary from year to year.
