LHV Pensionifond Roheline
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.
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Joel Kukemelk
Fund Manager at LHV
„We do not really have an another planet and a plan B – the only option is to build a sustainable and green future, even if it means investing more in the beginning. This is a fund for which the long-term green transition trend shows revenues, not costs.“
Biggest investments
The data is presented as at 31.05.2024
Biggest investments | |
---|---|
Invesco Solar ETF | 13.80% |
Global X Copper Miners ETF | 13.78% |
iShares Global Clean Energy ET | 7.78% |
Global X Lithium and Battery Tech | 7.34% |
L and G Battery Value-Chain UCITS | 7.04% |
First Trust NASDAQ Clean Edge | 4.91% |
iShares Electric Vehicles and Driving Technology U | 3.44% |
Renewi | 3.27% |
Ignitis Grupe | 3.20% |
Rockwool | 2.72% |
Biggest investments in Estonia
Biggest investments in Estonia | |
---|---|
Birdeye Timber Fund 3 | 1.87% |
Hepsor | 0.56% |
Sopruse157 omanikulaen | 0.50% |
Asset Classes
Information about the fund
Information about the fund | |
---|---|
Volume of the fund (as of 31.05.2024) | 35,455,827.36 € |
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.