Updated Prospectuses for Wealth Invest’s Secure Spectrum Funds

Author: Owen Jenkins Updated: 04-03-2025 03:16 AM

Wealth Invest Updates: Secure Spectrum and HP Invest

Wealth Invest has publicly updated the prospectuses for its Secure Spectrum and HP Invest departments, reflecting recent changes and updates that will help investors make informed decisions.

Management Changes in Secure Spectrum

The Secure Spectrum prospectus has been updated due to a notable change in portfolio management. Allspring Small Cap Aktier has transitioned its management to WCM Investment Management, LLC. This move is expected to bring strategic adjustments that align with the evolving market conditions.

Investment Profile Adjustments in HP Invest

In a significant update, the HP Invest Danske Obligationer Akk. - KL has revised its investment profile. The adjusted duration of this fund's total portfolio is now mandated not to exceed a total of 6. This change aims to enhance portfolio management and investment performance under various market scenarios.

Key Financial Updates and Expectations

Both prospectuses have been enhanced with essential financial data for 2024, including projected management costs for 2025. Additionally, estimated ongoing costs and total transaction expenses for the upcoming year have been integrated. These updates are crucial for stakeholders to comprehend the financial landscape of these investment options.

Accessing the Updated Prospectuses

The updated prospectuses are attached to this announcement and can also be accessed directly via the association's official website. Investors are encouraged to review these documents to understand the latest developments in their investments.

Contact Information for Inquiries

For any inquiries, please reach out to Lise Bøgelund Jensen, the director of the investment management company. She can be contacted via telephone at 33 28 28 28. Lise is available to address any questions or concerns regarding the recent changes and updates.

Frequently Asked Questions

What are the key updates in Wealth Invest's prospectuses?

The key updates include changes in portfolio management for Secure Spectrum and the adjusted investment profile for HP Invest, along with updated financial data for 2024 and 2025.

Why was the management for the Secure Spectrum fund changed?

The management change was made to enhance the strategic orientation of the fund, transitioning to a new management firm, WCM Investment Management, LLC.

What does the adjusted duration mean for HP Invest?

The adjusted duration signifies that the total portfolio of HP Invest Danske Obligationer Akk. - KL will now maintain a maximum duration of 6, optimizing risk management and investment strategies.

How can investors access the updated prospectuses?

Investors can access the updated prospectuses attached to the announcement or visit Wealth Invest’s official website for more details.

Who can I contact for more information regarding these updates?

For further inquiries, Lise Bøgelund Jensen is available to assist and can be reached at telephone number 33 28 28 28.

About The Author

Hi there I'm 38-year-old author and financial consultant Owen Jenkins. Having worked in the financial sector for more than ten years, I am well-versed in the subtleties and complexity that mold our financial environment. Following a degree in finance, I worked in a number of financial institutions honing my abilities in market analysis, financial planning, and investment strategies.

My love is teaching others about investing and personal finance. My goal in writing many books and articles has been to demystify financial ideas and give readers the information they need to make wise financial decisions. I write with a direct, useful style that emphasizes doable suggestions for daily living.

Along with writing, I lead webinars and seminars where I impart knowledge on how to successfully negotiate the financial world. I also write for financial journals and show up as a guest expert on financial news programs a lot. Whether they are new to investing or want to improve their approach, my mission is to enable people to take charge of their financial futures.

Beyond work, I like to hike, play the guitar, and spend time with my family. I think that balance is crucial and want to encourage people to strike a balance between their financial aspirations and their hobbies. I want to help people succeed and achieve financial security through my work, so having a good influence.

Contact Owen Jenkins privately here. Or send an email with ATTN: Owen Jenkins as the subject to contact@investorshangout.com.

About Investors Hangout

Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/

The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.