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Dear client,
We wish to inform you that Carnegie Fonder AB has taken the
decision to merge Carnegie Asia fund into Carnegie India. As
a result, the Ancoria/Carnegie Asia fund (the “closing
fund”) will close.
You are receiving this letter because our records indicate
that you are a holder of units in the closing fund under
your Ancoria Life Policy.
How does this affect your Ancoria Life Policy?
Further to this decision, effective from 22/04/2024, the
closing fund will no longer accept new premiums or transfers
and will officially close on 11/07/2024.
Balances in the closing fund (which is denominated in SEK)
will be transferred into the
Ancoria India Fund
(“default alternative fund”)
that has the same trade currency (SEK) as the closing fund.
The transfer of balances from the closing fund to the
default alternative fund will be carried out free of charge
on 11/07/2024.
The closing fund will no longer accept auto-giro payments
as of 22/04/2024. Any payments made to the closing fund
after this date will be directed to the default alternative
fund.
Actions to be taken
If you agree with your balance being transferred to the
default alternative fund on 11/07/2024, then you do
not need to take any action.
If you do not agree with your balance
being transferred to the default alternative fund, you may
choose to either transfer it to any other fund or surrender
it, free of charge.
We would like to further inform you that we also offer
Ancoria Emerging Markets Equity Fund
and
Ancoria Asia Consumer Fund, both with significant exposure to the Asian equity
markets. You can find our
full range of funds
on our website.
You are kindly requested to provide us with your
instructions as soon as possible and in any case before
26/06/2024.
We aim to ensure that this causes as little disruption or
inconvenience to you as possible. If you have any questions
or need further clarifications, please contact our customer
service at +357 22 551300 or via email at
info@ancoria.com.
Yours sincerely,
Ancoria Insurance Public Ltd
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