Updates on Wealth Invest Prospectuses
We are pleased to announce the recent updates to the prospectuses for the listed departments within the investment fund Wealth Invest. These changes reflect the fund's commitment to maintaining transparency and enhancing investor confidence.
Reason for Updates
The prospectuses have undergone revisions primarily due to a name change within the fund's investment management company, along with editorial modifications. Such updates are crucial in ensuring that investors are kept informed about the fund's operational guidelines and investment strategies.
New Exclusion Criteria
Particularly noteworthy is the update for the HP Grønne Obligationer - KL, I&T Globale Aktier ESG Select, and TimeInvest Sustainable Opportunities AKL. These documents now incorporate new exclusion criteria that align with the PAB-exclusion guidelines. This is a step toward more responsible investing, ensuring that the fund’s investments are not only profitable but also ethically sound.
Management Agreement Changes
Additionally, the prospectus for the Optimal Invest departments has also been revamped. This is due to the fund entering a portfolio management agreement with Optimal Invest Fondsmæglerselskab A/S. This new agreement replaces the previously active investment advisory agreement, indicating a strategic shift in how investments will be managed moving forward.
Accessing the Updated Prospectuses
Investors can access the updated prospectuses attached to this announcement. They are also available through the association’s official website, making it easier than ever for interested parties to review the latest information.
Contact Information for Inquiries
For any inquiries regarding these updates, please reach out to Lise Bøgelund Jensen, the director of the fund's investment management company. She is available by phone at 33 28 28 28 and is more than willing to address any questions investors may have.
About Wealth Invest
Wealth Invest is dedicated to providing quality investment opportunities through various funds and assets. The recent changes reflect the fund's adaptive strategies to meet market demands and align with investor interests. As part of their ongoing effort, the fund consistently evaluates and updates its operational frameworks to provide clients with the best possible experience.
Frequently Asked Questions
What updates were made to the Wealth Invest prospectuses?
The updates include changes due to a name change in the management company and the incorporation of new exclusion criteria for certain departments.
Who can I contact for more information regarding these changes?
For any inquiries, contact Lise Bøgelund Jensen at the provided phone number: 33 28 28 28.
What are PAB-exclusion guidelines?
PAB-exclusion guidelines are standards used to ensure investments adhere to environmentally and socially responsible practices.
How are the new management agreements affecting the fund?
The new portfolio management agreement represents a strategic shift aimed at enhancing investment management efficiency and performance.
Where can I find the updated prospectuses?
The updated prospectuses are available through the investment fund's official website and are attached to the announcement.