Tuleva Additional Investment Fund
A low-cost index fund that invests entirely in equities. The fund’s performance may fluctuate sharply from year to year, but it is impossible to earn high returns without taking calculated risks.
Suitable for you if you are looking to invest for the long term.
Fund details
ISIN EE0000003283
Currency EUR
Date of inception 2 February 2026
Fund volume EUR
NAV EUR
Management fee 0,16%
Ongoing charges 0,29%
Redemption fee and issue fee 0%
Comparison index MSCI ACWI (EUR)
Documents
- Prospectus and Terms and conditions (in Estonian)
- Model portfolio (in Estonian)
- Key Investor Information (in Estonian)
- Procedure for determining net worth of fund (in Estonian)
- Sustainability (in Estonian)
- Non-consideration of adverse impacts of investment decisions on sustainability factors (in Estonian)
- Remuneration Policy of Tuleva Fondid AS (in Estonian)
- Summary of Investor Rights (in Estonian)
Reports
- Financial reports of fund and fund manager (in Estonian)
Tõnu Pekk
fund manager
I follow the principle of Jack Bogle, the founder of Vanguard index funds: keep the investment in a low-cost fund and “don’t peek” – keep the end goal in sight and don’t spend time or money worrying about small fluctuations. I waited for a long time for someone to set up this kind of fund in Estonia. We finally had to take matters into our own hands.
Tõnu has been working in the investment field for over 30 years. Before founding Tuleva, he headed an investment company he part-owned, Karu Capital. Before that, Tõnu ran Eastern European financial sector development projects at the European Bank for Reconstruction and Development and worked as head of investment banking at Hansabank. He holds a master’s degree from London Business School-and a bachelor’s degree from the University of Tartu.
