Kapitalforeningen Formuepleje Penta – Overskridelse af bestyrelsens investeringsinstruks

Mandag den 23. marts 2020 var der en passiv overskridelse af bestyrelsens investeringsinstruks for alfa-eksponeringen i følgende afdeling.Kapitalforeningen Formuepleje Penta, afd. Formuepleje Penta KLOverskridelserne 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/S
Vedhæftet fil2020-04-03_Overskridelse af bestyrelsens investeringsinstruks_KF Penta_FINAL

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