Artea Ambitious 16+
period
Main data
| Start of activities 2019-01-02 |
Managed by Artea Asset Management |
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The investment objective of the fund is to maximise the fund’s investment return over the long term. The fund invests in company shares and related investments. Recommended for young people (aged 16 and over) or those seeking to maximise their returns and willing to take on high risks.
Composition: up to 100 % equities.
Pension fund information document
Pension fund rules
Key Investor Information Document
The reports are available here.
The reviews are available here.
Sustainability-related information can be found here.
Pre-contractual information on sustainability can be found here.
Read about the risks associated with pension fund investments here.
The weights of the composite benchmark have been chosen to reflect as closely as possible the investment strategy (types, proportions) set out in the fund’s rules and the fund’s strategic investment allocation.
Read more about the benchmark or its constituent indices here.
Since 30/11/2023
- 85% MSCI World IMI Net Total Return USD Index (converted to EUR) (M1WOIM Index)+
- 12% MSCI Emerging Markets ex China Net Total Return USD Index (converted to EUR) (M1CXBRV Index)+
- 3% European Central Bank ESTR OIS Index (OISESTR Index)
Since 01/03/2021
- 89% MSCI ACWI IMI Net Total Return USD Index (MIMUAWON Index) (converted to EUR)
- 8% MSCI Emerging Markets Net Total Return USD Index (M1EF Index) (converted to EUR)
- 3% European Central Bank ESTR OIS Index (OISESTR Index)
Since 31/07/2018
- 89% MSCI ACWI IMI Net Total Return USD Index (MIMUAWON Index) (converted to EUR)
- 8% MSCI Emerging Markets Net Total Return USD Index (M1EF Index) (converted to EUR)
- 3% EONIA Total Return Index (DBDCONIA Index)
Since 02/09/2015
- 89% MSCI AC World Index IMI USD Net (converted to EUR)
- 8% MSCI Emerging Markets Net Return USD Index (converted to EUR)
- 3% Euro Cash Indices Libor Total Return 1 Month Index (converted to EUR)
Since 01/01/2015
- 5% ECPI Ethical Global Bond Composite Index EUR Hedged
- 95% MSCI AC World Index IMI USD Net (converted to EUR)
Since 01/01/2013
- 75% consisted of MSCI All Countries World Index
- 15% Barclays Capital Euro Aggregate Bond Index
- 5% Dow Jones-UBS Commodity Index TR
- 5% HFRX Global Hedge Fund EUR Index
- Management fee – 0.80 percent
Calculated on an accrual basis each business day on the average annual net asset value of the fund. - Partial withdrawal fee – 10 percent
A deduction for withdrawals of part of the accumulated funds (on the amount of the withdrawal) is applied when the withdrawal is made within two calendar years of the last withdrawal. This deduction does not apply to participants in pension funds who have acquired the right to a pension benefit in accordance with the pension fund rules. - Entry fee – 30 percent
Pension contributions paid during the first 12 months after becoming a Participant are subject to a 30% entry fee, which may not exceed EUR 200 during this period, but will be deducted until the minimum amount of EUR 100 is reached. This fee applies only to new Participants whose contracts entered into force after 14/06/2018 and to Participants transferring from a pension fund managed by another management company. Participants transferring from another pension fund managed by the Management Company are exempted from the start-up fee if the amount of funds transferred between the pension funds managed by the Management Company is more than EUR 2,000 and if more than 12 months have elapsed since the entry into force of the contract in the other pension fund managed by the Management Company. - Depositary fee – a fee for services provided by the depositary under the contract. Up to 0.15 percent of the average annual net asset value of the fund.
- Other costs – exchange, money transfer, brokerage, audit and other costs. Up to 0.3 percent of the average annual net asset value of the fund.
Important to know
When you participate in 3rd pillar pension funds, you will have to pay the fees set out in the rules of the pension fund you choose. The funds accumulated in the pension fund are invested in accordance with the investment strategy set out in the pension fund rules. When you save in pension funds, you take on the investment and investment-related risks. The value of a unit in a pension fund can go up or down, and you may get back less than you invested. A pension fund’s past performance does not guarantee the same results and returns in the future. Past performance is not a reliable indicator of future performance. If you are seven years or less from retirement, we suggest you consider investing in a conservative pension fund (Artea Stable 58+).
Before making an investment decision, you should assess all the risks involved in the investment yourself or with the help of an investment adviser, and familiarise yourself with the pension fund rules, which form an integral part of the supplementary voluntary pension agreement.
Pension benefits may be paid at the choice of the participant in the fund in the following ways: in one lump sum (lump-sum pension benefit), in regular instalments (periodic pension benefit), by converting the fund units in your Pension Account into cash and paying them out in regular instalments, or by purchasing an annuity from a life insurance company providing life assurance.
All the information contained herein is of a promotional nature and may not be construed as a recommendation, offer or invitation to accumulate funds in pension funds managed by Artea Asset Management. The information provided cannot form the basis of any subsequent transaction. Although the content of this promotional information is based on sources believed to be reliable, Artea Asset Management assumes no liability for any inaccuracies or changes in this information or for any losses that may arise as a result of investing based on this information.