10 June 2020, Sweden | News
Dear Customer,
Catella AB has made a decision to sell the majority of Catella Fund Management AB to Athanase Industrial Partner. In conjunction, Catella AB and Athanase have entered into a strategic partnership with the object to continue to develop and improve the customer offering, through Catella Fondförvaltning. The purpose is to create increased value for you as a customer through new innovative products, improved processes and an enhanced customer experience.
Athanase Industrial Partner is an investment company whose investment strategy is based on long-term and sustainable value creation in its portfolio companies. Athanase manages capital from larger Swedish institutions, such as the Swedish National Pension Funds, other pension funds, insurance companies and universities. The unique aspects of the Athanase business model are that everyone on the team has personal operational experience, profound expertise in running companies and all have been working together as investors since 2006 in AB Custos, Investment AB Öresund and Creades AB.
Your funds will be managed according to the same investment principles as today, with the same high degree of professionalism and ethics. You will maintain the same customer contact as before and do not need to take any action in the light of this information. We will, however, contact you shortly with more information on the possibilities that will open up after this change.
If you have any questions, do not hesitate to contact your personal customer contact or me.
Sincerely yours,
Erik Kjellgren
CEO, Catella Fondförvaltning
Risk information
Investments in fund units are associated with risk. Past performance is no guarantee of future returns. The money invested in a fund can increase and decrease in value and it is not certain that you will get back the full amount invested. No consideration is given to inflation. The Catella Balanserad, Catella Credit Opportunity and Catella Hedgefond funds are special funds under the Swedish Alternative Investment Fund Managers Act (SFS 2013:561) (AIFM). Catella Sverige Aktiv Hållbarhet and Catella Småbolagsfond may use derivatives, and the value of the funds may vary significantly over time. The value of Catella Sverige Hållbart Beta may vary significantly over time. Catella Avkastningsfond may use derivatives and may have a larger proportion of the fund invested in bonds and other debt instruments issued by individual national and local authorities and within the EEA than other investment funds, in accordance with Chapter 5, Article 8 of the Swedish Investment Funds Act (SFS 2004:46). Catella Nordic Corporate Bond Flex may use derivatives and may have a greater proportion of the funds invested in bonds and other debt instruments issued by individual national and local authorities and within the EEA than other investment funds. For more details, complete prospectuses, key investor information, and annual and half-yearly reports, please refer to our website at catella.com/funds or phone +46 8 614 25 00.