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   NEWS

2018
2018-12-12
Merger Value Fund and Small & MicroCap Fund completed

The merger between HealthInvest Value Fund and HealthInvest Small & MicroCap Fund is now completed.

Read more.

 

2018-12-03
HealthInvest Value Fund is closed for trading on December 5

HealthInvest Value Fund is closed for trading on December 5 since the financial markets will be closed in the United States on this date.

2018-11-30
Monthly letters November
2018-10-31
Cut-off for trading 12pm November 2
Cut-off for trading in HealthInvest Value Fund at 12pm on Friday, November 2 due to half-day trading on the Swedish stock market.

2018-08-20
Important Information to Unit Holders – Merger

The Board of Directors of HealthInvest Partners has taken the decision to remove HealthInvest Value Fund from HealthInvest Partners’ fund range as of 12 December 2018. A merger by absorption shall take place of HealthInvest Value Fund into HealthInvest Small & MicroCap Fund. HealthInvest Value Fund unit holders will receive class B shares in HealthInvest Small & MicroCap Fund equivalent to the market value of their holdings as of 11 December 2018.

 

Please note that the merger of the two funds will have no tax consequences for taxpayers in Sweden. The taxable acquisition value of your holdings will not change.

 

The merger will not result in any changes for unit holders in HealthInvest Small & MicroCap Fund. The investment strategy of the fund will remain the same with value-oriented investments in the healthcare sector.

 

Please read the appended letter regarding the merger, the fund rules and the simplified prospectus for HealthInvest Small & MicroCap Fund, unit class B.

 

Letter to unit holders: Merger HealthInvest Value Fund and HealthInvest Small & MicroCap Fund

 

Fund Rules HealthInvest Small & MicroCap Fund

 

Simplified Prospectus HealthInvest Small & MicroCap Fund, unit class B

2018-08-14
HealthInvest Funds’ Semi-Annual Report 2018
2018-07-16
Amended Fund Rules HealthInvest Value Fund

HealthInvest Partners has received approval from the Swedish Financial Supervisory Authority to implement changes in the fund rules for HealthInvest Value Fund. The new fund rules will enter into force with immediate effect. The main change is that the fee structure has been altered such that the performance fee has been eliminated.

 

Please read the attached letter for further information on the changes.

 

Letter to Unit Holders – HealthInvest Value Fund

 

Fund Rules HealthInvest Value Fund

 

Simpified Prospectus HealthInvest Value Fund A

 

Simplified Prospectus HealthInvest Value Fund B

 

Simplified Prospectus HealthInvest Value Fund C

 

Fund Prospectus HealthInvest Value Fund

2018-05-14
Amended Fund Rules for HealthInvest Small & MicroCap Fund

HealthInvest Partners has received approval from the Swedish Financial Supervisory Authority to implement changes in the fund rules for HealthInvest Small & MicroCap Fund. The Fund will be converted to a UCITS fund commencing 15 June 2018. As a consequence, the regulatory regime applicable to the Fund will be more apparent to unit holders. Given that the Fund exploited the more flexible fund rules to a highly limited extent in its earlier form as a specialty fund, the conversion to the UCITS structure will have a negligible effect on how the Fund will now be managed.

 

Changes to the fee structure will also be implemented. Please read the complete information about the changes in the letter below as well as the new fund rules.

 

Letter to Unit Holders – HealthInvest Small & MicroCap Fund

 

Fund Rules HealthInvest Small & MicroCap Fund

 

Simpified Prospectus HealthInvest Small & MicroCap Fund A

 

Simplified Prospectus HealthInvest Small & MicroCap Fund B

 

Fund Prospectus HealthInvest Small & MicroCap Fund

2018-03-27
HealthInvest Small & MicroCap Fund awarded by Lipper Fund Awards

HealthInvest Small & MicroCap Fund has been awarded Best Nordic Fund over 3 years in the Equity Sector HealthCare category by Lipper Fund Award. Follow this link for more information.

2018-03-13
HealthInvest Funds’ Annual Report 2017

HealthInvest Funds’ Annual Report is now published. Please find it here.

2017
2017-10-13
Letter to Investors 2, 2017

Please follow the link below to read the second Letter to Investors of  2017.

Letter to Investors 2, 2017

2017-10-06
Amended Fund Rules for HealthInvest MicroCap Fund
The Swedish Financial Supervisory Authority has approved changes to the fund rules for HealthInvest MicroCap Fund. The new fund rules will enter into force on October 31, 2017. One important change is that the fund will be open for subscription and redemption daily. Also, the fund will be divided into two unit classes (A and B). Existing unit holders will receive fund units in unit class A which will be subject to the same fee terms as before. The Fund will change name to HealthInvest Small & MicroCap. You will find complete information about the changes in the letter below as well as the new fund rules.

Please find complete information about the changes in the letter below as well as the new fund rules.


2017-08-15
HealthInvest Funds’ Semi-Annual Report 2017

HealthInvest Funds’ Semi-Annual Report is now published. Please find it here.

2017-03-31
HealthInvest Funds’ Annual Report 2016

HealthInvest Funds’ Annual Report is now published. Please find it here.

2017-01-17
Letters to Investors 1, 2017

Please follow the link below to read the first Letter to Investors of 2017.

Letter to Investors 1, 2017

2017-01-17
Amended Fund Rules for HealthInvest MicroCap Fund
The Swedish Financial Supervisory Authority has approved changes to the fund rules for HealthInvest MicroCap Fund. One important change for unit holders is that the minimum amount for subscription for fund units has been reduced to SEK 50,000.

Please find complete information about the changes in the letter below as well as the new fund rules.


2016
2016-08-22
Semi-Annual Report HealthInvest Value Fund 2016
2016-06-17
Letter to Investors 2, 2016

Please follow the link below to read the second Letter to Investors of 2016.

Letter to Investors 2, 2016

2016-01-31
Letter to Investors 1, 2016

Please follow the link below to read the first Letter to Investors of 2016.

Letter to Investors 1, 2016

2015
2015-08-20
HealthInvest Value Fund semi-annual report 2015

HealthInvest Partners’ semi-annual report 2015 for HealthInvest Value Fund is now published. Please use the link below to find it.

 

HealthInvest Value Fund semi-annual report 2015

2015-02-18
Merger Asia Fund and Value Fund B completed

The merger between HealthInvest Asia Fund and HealthInvest Value Fund B is now completed.

Read more.

2015-01-27
Amended fund rules for HealthInvest MicroCap Fund

On 23 January 2015, the Swedish Financial Supervisory Authority approved changes to HealthInvest MicroCap Fund’s fund rules. The most important change for unit holders is that a request for redemption must now be received by the fund company one (1) calendar month prior to the trading day in lieu of the former three (3) calendar months. You may learn more here.

2015-01-27
HealthInvest Partners AIF-manager

On 23 January 2015, the Swedish Financial Supervisory Authority granted HealthInvest Partners authorisation to manage alternative investment funds. Historically, HealthInvest Partners managed the special fund, HealthInvest MicroCap Fund, which is to be regarded as an alternative investment fund according to the rules and regulations. The decision by the Swedish Financial Supervisory Authority entails no change for unit holders.

2014
2014-12-12
Merger HealthInvest Asia Fund and HealthInvest Value Fund

The Board of Directors of HealthInvest Partners has taken a decision to remove HealthInvest Asia Fund from HealthInvest Partners’ fund range as of February 18, 2015. A merger by absorption shall take place of HealthInvest Asia Fund into HealthInvest Value Fund. HealthInvest Asia Fund unit holders will receive class B shares in HealthInvest Value Fund equivalent to the market value of their holdings as of February 17. Please note that the merger of the two funds will have no tax consequences for taxpayers in Sweden.The taxable acquisition value of your holdings will not change.

The merger will not result in any changes for unit holders in HealthInvest Value Fund. The investment strategy of the fund will remain the same with value-oriented investments in the healthcare sector.

Please read the appended letter regarding the merger, the fund rules and the simplified prospectus for HealthInvest Value Fund.

Merger HealthInvest Asia Fund och HealthInvest Value Fund

Fund rules HealthInvest Value Fund

Simplified prospectus HealthInvest Value Fund B

2014-02-17
Merger Access Fund and Value Fund B completed

The merger between HealthInvest Access Fund and HealthInvest Value Fund B is now completed.


Read more

2014-01-09
Merger HealthInvest Value Fund and HealthInvest Access Fund

The Board of Directors of HealthInvest Partners has taken the decision to merge HealthInvest Access Fund with HealthInvest Value Fund. The first day of trading in the merged fund will be February 18, 2014. The fund is closed for trading on February 17, 2014, as US markets are closed. The merger will take place by the absorption of HealthInvest Access Fund into HealthInvest Value Fund. The unit holders of HealthInvest Access Fund will receive class B shares in HealthInvest Value Fund.

Further information:


Letter to unit holders


Simplified prospectus


Fund rules