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Ajourført prospekt for Investeringsforeningen PFA Invest

I forbindelse med afholdelse af bestyrelsesmøde den 9. marts 2021 for Investeringsforeningen PFA Invest (”Foreningen”) offentliggøres hermed ajourført prospekt for Foreningen.Prospektet indeholder ajourførte oplysninger om afdelingernes nøgletal og regnskabstal m.v., som følge af årsregnskabet. Prospektet indeholder desuden foreslået udbytte og aconto udbytte for afdelingerne, der forelægges på generalforsamlingen for Investeringsforeningen PFA Invest den 25. marts 2021.Prospektet indeholder endvidere:Irene Holmslykke er tilføjet til direktionenAfdelingernes afkast for 2020Opdaterede oplysninger om benchmarkafkast for 2020Foreslået udbytte og aconto udbytte for 2020, der forelægges generalforsamlingenAfdelingernes formue pr. 31.12.2020Administrationsomkostninger til PFA Asset Management for 2020Afgift til Finanstilsynet for 2020 samt budgetteret afgift for 2021Vederlag til bestyrelsen for 2020 samt budgetteret vederlag for 2021Administrationsomkostninger i pct. (TER) for 2020 samt opdateret TER for 2016, da der var uoverensstemmelse mellem årsrapporten og prospektetForventede samlede administrationsomkostninger i pct. (estimeret TER), der er indsat på baggrund af budget for 2020ÅOP for 2020 i medfør af regnskabetRisikoindikatoren for afdelingen USA Stabile Aktier er opdateretDer er for hver afdeling indsat et afsnit om bæredygtighedsrisiciPrincipper om Investeringsforeningen PFA Invests målsætninger om aktivt ejerskab er opdateret som følge af Investeringsforeningen PFA Invests opdatering af foreningens politik for ansvarlige investeringerDer er tilføjet et afsnit om lovændring på skatteområdet, der kan få betydning for beskatning af udbytterBestyrelsen besluttede desuden at en indstille en ændring af strategien for afdelingen PFA Invest Kreditobligationer til generalforsamlingens godkendelse. Det forslås, at Emerging Markets udgår som primær del af investeringsstrategien.
Prospektet vil umiddelbart efter offentliggørelsen være tilgængeligt på Investeringsforeningen PFA Invests hjemmeside: www.pfainvest.dk.Med venlig hilsen
PFA Asset Management A/S
                      Vedhæftet filProspekt af 9. marts 2021 for Investeringsforeningen PFA Invest

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