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Kapitalforeningen Formuepleje Pareto, Safe, Epikur og Penta – Overskridelse af bestyrelsens investeringsinstruks

Written by Customer Service on . Posted in Public Companies.

Torsdag den 12. marts 2020 var der passive overskridelser af bestyrelsens investeringsinstruks for eksponering af eksponering mod Triple Alfa Equities (alfa-strategien) i følgende foreninger/afdelinger.Kapitalforeningen Formuepleje Pareto, afd. Formuepleje Pareto KL
Kapitalforeningen Formuepleje Safe, afd. Formuepleje Safe KL
Kapitalforeningen Formuepleje Epikur, afd. Formuepleje Epikur KL
Kapitalforeningen Formuepleje Penta, afd. Formuepleje Penta KL
Overskridelserne skyldes de usædvanlige markedsforhold, hvor markante fald i markedet medførte en forøget eksponering mod alfa-strategien.Overskridelserne blev konstateret ved den daglige kontrol af foreningernes investeringsinstrukser, hvorefter eksponeringen straks blev nedbragt. Der var ingen andre overskridelser i foreningerne, og ingen investorer har lidt tab herved.Eventuelle henvendelser vedrørende denne meddelelse kan rettes til direktør Søren Astrup på tlf. 87 46 49 20.
På vegne af kapitalforeningens forvalters øverste ledelsesorgan,
Søren Astrup, direktør
Formuepleje A/SVedhæftet fil2020-03-16_Overskridelse af bestyrelsens investeringsinstruks_KF Fælles_FINAL

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