Private

SEB Balanced Pension Fund

SEB Balanced Pension Fund

Pension fund with lower than average risk

  • You have at least three years left until your retirement
  • You want to increase your pension money
  • Approximately 30% of the fund’s assets are invested in securities with equity risk

SEB Balanced Pension Fund is a third pension pillar or supplementary pension fund, whose purpose is to offer working-age residents of Estonia an effective option to save enough assets to maintain the lifestyle they’re accustomed to once they retire.

Pension calculator Invest in SEB pension fund

Contact

Kontakt
Customer service
665 5100
Client executives

Skype
Skype seb.eesti
E-post
E-mail
info [at] seb [dot] ee

View returns and prices

Read the rules and prospectus of the fund

Instruments with equity risk usually comprise about 30% of assets in the SEB Balanced Pension Fund. The remainder is invested mainly in debt securities and deposits. The maximum share of securities with equity risk is up to 50% of the value of the portfolio’s assets.

This pension fund suits investors with risk tolerance below average. The recommended investment period is at least 3 years and you have to prepare for fluctuations below average in the value of your investment during the investment period.

Important information
You always have to keep in mind before you make an investment decision that past rates of return and historical activities of the fund do not constitute a promise or an indicator of achievement of the rate of return or activity goals of the fund in future periods.
Read more

Back
Prior to the conclusion of each financial service agreement, we advise you to examine thoroughly the service conditions and if necessary, consult a bank officer.