Updates on Wealth Invest: Key Changes in Investment Areas
Recent Developments in Wealth Invest's Investment Policies
We are excited to announce crucial updates regarding various departments within Investeringsforeningen Wealth Invest. These changes aim to enhance our investment offerings and align with market standards.
Changes in Fund Management Fees
One of the significant changes is concerning the I&T Globale Aktier ESG Select department. In accordance with a recent announcement, the portfolio management fee has been updated from 0.55% to 0.75%. This adjustment reflects our commitment to maintaining high standards in fund management while ensuring sustainable growth for our investors.
Update on Othania Allokering VERDEN
For the Othania Allokering VERDEN department, we are changing the benchmark to improve tracking accuracy. The new benchmark consists of 50% MSCI World All Countries (converted to DKK) and 50% FTSE World Government Bond Index - Developed Markets. This new structure is designed to offer a comprehensive perspective on global investments.
Renaming and Strategy Adjustments
The WCM US Small Cap Aktier department is undergoing a name change from Allspring Small Cap Aktier to reflect its renewed focus. This portfolio's investment profile and strategy have also been adjusted to better serve our investors.
Disclosure of Sustainability Measures
With a commitment to transparency, both the Metropolis Globale Aktier and Baron Globale Aktier departments have updated their disclosures according to Article 8 of the Sustainable Finance Disclosure Regulation (SFDR). This includes a pre-contractual sustainability appendix that can be found in the attachments to the prospectus.
Investment Philosophy Enhancements
Additionally, Indeksobligationer department disclosures have been updated in accordance with the SFDR, enhancing our investment transparency. Investors can now access detailed information regarding these changes in the prospectus attachments.
HP Invest Lange Danske Obligationer Akk. - KL Update
The HP Invest Lange Danske Obligationer Akk. - KL department has also seen changes, including an updated duration profile to exceed 4 years. This change aims to adapt to current market conditions and investment goals.
Access to Updated Prospectuses
All updated prospectuses are available for review and can be accessed through our association's website. We encourage all interested parties to familiarize themselves with the details outlined in these documents.
If you have questions regarding these updates, feel free to reach out to Lise Bøgelund Jensen, the director at our investment management company, at telephone number 33 28 28 28. We remain committed to providing the best possible investment solutions for our clients.
Best regards,
Investeringsforeningen Wealth Invest
Frequently Asked Questions
What recent changes have occurred in Wealth Invest's management?
Wealth Invest has made adjustments to fund management fees, benchmarks, and department names to align with market practices.
How does the new benchmark affect my investments?
The new benchmarks provide a more accurate reflection of market conditions and improve investment tracking.
Who can I contact for more detailed information?
You can reach Lise Bøgelund Jensen, our director, for any inquiries at telephone number 33 28 28 28.
Where can I access the updated prospectuses?
Updated prospectuses are available on our association's website for easy review.
What is the focus of the renaming of WCM US Small Cap Aktier?
The renaming reflects a refined investment strategy aimed at the U.S. small-cap market, enhancing clarity for investors.
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