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Tuleva management report for first half of 2023
If you have just a 1 minute to read: Since the beginning of the year, world stock markets and the prices of Tuleva’s World Stocks Pension Fund and Tuleva’s Third Pillar Pension Fund units have increased by 15%. Over the past five years, the price of a unit in Tuleva’s World Stocks Pension Fund has…
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How to talk about pension fund performance?
Performance is the buzzword of pension fund marketing. Swedbank writes: “The bar is high. And fees low.” LHV claims to be the only one to increase the value of funds since early 2022. And Tuleva says its “performance will never lag far behind the average of the world securities markets”. How do you know who…
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[Updated in 2024] How to make the most of your third pillar pension?
The third pillar is an excellent way to save for your future. It offers a simple and automatic investment option where you can invest your money in broad-based index funds. In addition, the Estonian state provides support through an income tax rebate on the amount you save. Thanks to the tax rebate, the third pillar…
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Wise added to Tuleva’s portfolio
In May, MSCI, the world’s largest compiler of stock market indexes, included the first Estonian company, Wise plc, in its global equity market indexes. As a result, Wise shares were added to our pension fund portfolio. Interestingly, just a few months earlier, MSCI had removed Western Union, a company operating in a similar sector but…
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[Updated 2025] Tuleva pension funds: where do we invest and which fund is right for you?
In spring 2016, 22 Estonian entrepreneurs and prominent public figures made a promise to one other to help make pension saving more cost-effective for people in Estonia. We established Tuleva. The birth of better pension funds was made possible by the 3,000 Tuleva members who teamed up with the founders right from the first months. Today, the dream is…
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Tuleva management report 2022
Dear Tuleva members and investors, The past year was hectic. Inflation reached the highest level seen in recent decades. A war was started in Ukraine. World stock markets fell by nearly 15%. As you know, when saving with Tuleva, we set aside a piece of our salaries every month and use it to buy more…
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[Updated in 2025] What is inside Tuleva III Pillar Pension Fund?
To date, we have been able to save money in Tuleva’s very own third pillar fund more than three years! As in our second pillar funds, you don’t have to be a member of the association to join us in the Tuleva third pillar. Start investing from the third pillar! A simple rule to follow…
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