Prime E

Prime E is suitable for customers able to tolerate considerable fluctuations in returns on their private pension savings. The plan is designed for individuals at the start of their career and therefore focused on long-term investment or those interested in an increased ratio of shares.

Next step

Book an appointment and our advisors will sign you up.

Nominal return

Holding period

Fluctuation in returns

out of 7

Scale of risk and fluctuations in returns

Main benefits

  • Active investment and asset distributions in bonds and shares

  • Tax efficient

  • Experts monitor opportunities

Type

Portfolio

Inception
2020
Currency
ISK
Holdings
  • 30.3% Domestic bonds
  • 1.6% Foreign bonds
  • 30.4% Domestic equities
  • 29.7% Foreign equities
  • 8% Deposits

Last changed: 01.02.2020

Objective

The objective of Prime E is to effectively distribute risk and achieve and achieve returns through investments in the deposits of financial undertakings, indexed and non-indexed bonds, and shares as well as foreign securities.

What does the fund invest in?

The fund invests in government backed bonds, bank bonds as well as municipalities and bank deposits and shares. The fund invests anything up to 80% in shares. The price indexation ratio of the bond fund is 20-90% and the recommended investment period is five years or longer.

Fact sheet

Price history


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Documents and data


Fact sheet
PDF
Returns and holdings
PDF
Investment policy
PDF

Rules of Framtíðarauður
PDF
Tariff of Charges for Investment Services
PDF