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Regulatory Information

Peak AM Alternative Investments AB (“Peak”), reg. no. 556863-2375, is an Alternative Investment Fund Manager authorized and regulated by the Swedish FSA (“Finansinspektionen”).

Peak was established in 2011 and and currently manage three investment funds domiciled in Sweden.

Information in Swedish

Peak AM Alternative Investments AB är en av Finansinspektionen auktoriserad förvaltare av alternativa investeringsfonder (institutnummer 035249).

Peak AM Alternative Investments AB innehar följande tillstånd

  • Tillstånd till fondverksamhet enligt LAIF
  • Diskretionär portföljförvaltning av investeringsportföljer
  • Fondstrategi för Fond-i-fond-fonder
  • Fondstrategi för hedgefonder

Visiting address

Strandvägen 7A
114 56 Stockholm
Sweden

Postal address

BOX 7161
103 88 Stockholm
Sweden

Switchboard

+46 8 400 282 50

The Board of Directors is comprised as follows.

Joakim Zuhr
Chairman of the Board

Mr. Zuhr is a seasoned finance professional with over 25 years experience in trading and capital markets. Until 2018 he was a partner at ABG Sundal Collier, having spent 15 years at the firm. Prior to joining ABG, he was a Director at UBS. Before that, he worked as a trader att HSBC and Handelsbanken. Mr. Zuhr is trained as a Mechanical Engineer.

Anders Årling
Director

Mr. Årling has over 30 years experience in banking, capital markets and treasury. Most recently, he was President of Nordic infrastructure investment company Infrabolaget. He was also interim Group Treasurer for Klarna and served on the board of Tryggstiftelsen (SEB Gamla Liv). Before that, he held various senior roles within the Skanska group, where he spent 10 years as Group Treasurer and later President of Skanska Financial Services. Mr. Årling studied business at Stockholm University and management at the Wharton Business School. 

Anders Ekberg
Director

Mr. Ekberg has over 10 years experience in the asset management space as a trader and portfolio manager. In 2008, he founded and launched Ekberg & Partners, a investment management company, where he developed and traded proprietary arbitrage strategies. From 2004 to 2008 he was an equity trader for the Nordea European Equity Hedge Fund at Nordea Investment Management. Before joining Nordea, he was at Skandia Asset Management (later DNB Nor Asset Management) as a trader. Mr. Ekberg holds a M.Sc. in Business and Economics from Uppsala University with a major in Finance and Statistics.

Per Djerf
Director, CEO

Mr. Djerf is CEO of Peak AM Alternative Investments AB. He is a co-founder of the Peak Asset Management group and has over 10 years of experience in the financial industry as an analyst and portfolio manager. Before joining Peak, he served as Head Portfolio Manager for discretionary mandates at independent asset manager Exceed. Before that, he worked at Danske Bank and Navexa Securities. Mr. Djerf has studied Business and Economics at the Linköping University.

For detailed information on any of the investment funds managed by Peak AM Alternative Investments AB, please call +46 (0) 8 400 282 50 or visit www.peakai.se where you may download the latest Key Investor Information Documents and fund valuations.

Prospective investors are invited to base their investment decisions on the most recent Information Brochure which can be obtained free of charge and contain additional information relating to the specific fund. This document should be carefully reviewed and prospective investors are advised to consult with their tax and financial advisors before investing.

The fund(s) may not be approved for distribution in your jurisdiction.

Financial indicators and benchmarks referenced in fund documents assume reinvestment of income, are unmanaged, and do not reflect the deduction of transaction costs, management fees, or other costs which would reduce returns. Such indicators and benchmarks are included for illustrative purposes only and have material inherent limitations when used in comparison to the returns of any investment fund because they may have volatility, credit or other material characteristics that are fundamentally different from those of the fund. An investor cannot invest directly in an index. Index returns have not been examined.

Performance for funds managed by Peak AM Alternative Investments AB is reported in the base currency of the share class, net of fees. If not otherwise stated, financial indicators and benchmarks are reported in their local currency.

Non-dealing days

The funds are not open for subscriptions or redemptions on days when the markets are closed in Sweden, USA or the UK. 

Peak AM Alternative Investments AB has appointed as its auditor:

PwC Sverige
Sussanne Sundvall (Authorized Public Accountant)

Torsgatan 21, 113 97 Stockholm
Phone: +46 (0)10 2133273
E-mail: sussanne.sundvall@pwc.com

Peak AM Alternative Investments AB uses independent, third-party service providers to increase efficiency and minimize risk for investors.

Currently, the following services are provided by third parties.

Fund Administrator
Wahlstedt & Sageryd Financial Services AB

Independent Valuation
Wahlstedt & Partners AB

Internal Audit
BDO Mälardalen AB

Compliance
Harvest Advokatbyrå AB

Peak AM Alternative Investments AB acts as a responsible investment manager by incorporating Environmental, Social and Corporate Governance (ESG) factors into investment analysis and decision-making processes. This is achieved primarily by excluding investments in certain types of companies, specifically companies in the following industries: alcohol, tobacco, weapons and pornography.

In addition, companies or geographic regions with a pattern of violating the treaties for sustainability and human rights adopted by the UN, ILO and OECD are also excluded.

The policy is available in the Prospectus (“Informationsbroschyr”) for each fund and is applicable to direct investments. 

Peak AM Alternative Investments AB is a signatory of UN PRI’s (United Nations Principles for Responsible Investment) six principles for responsible investment and report annually to UN PRI.

At Peak AM Alternative Investments AB, we work hard to makes sure that you are happy with our products and service. To ensure clients are always treated fairly and in accordance with applicable law, complaints are handled by our independent Compliance Officer.

Information in Swedish

Är du missnöjd med något vill vi gärna att du framför dina synpunkter till oss. Ofta kan det handla om ett missförstånd eller att fakta saknas. Det enklaste sättet att få rättelse är vanligen att vända sig direkt till sin kontaktperson för att reda ut vad som skett.

I det fall du ändå inte blir nöjd skriver du till vår klagomålsansvarige:

Wictor Furman
Harvest Advokatbyrå AB
Box 7225, 103 89 Stockholm

Beskriv vad som du anser har blivit fel och vem som handlagt ärendet tidigare. Därefter kommer du få en skriftlig bekräftelse på att ärendet mottagits samt, i förekommande fall, frågor att besvara om detta behövs för att kunna utreda ärendet. Efter utredning erhåller du ett skriftligt svar.

För att få din sak prövad kan du vända dig till

Allmänna Reklamationsnämnden
Box 174, 101 23 Stockholm
Tel. 08 – 508 860 00
Ytterligare information finns på www.arn.se

Information lämnas också hos Konsumenternas Bank och Finansbyrå, Box 24233, 104 51 Stockholm, tel. 08 – 24 30 85, se vidare www.konsumentbankbyrån.se.

Du kan också väcka talan vid allmän domstol eller vända dig till konsumentvägledningen i din kommun.

This website has been prepared for informational purposes only and does not constitute an offer or solicitation to purchase or sell any investment products mentioned.

While the sources of the information presented are believed to be accurate, they have not been independently verified and Peak AM Alternative Investments AB cannot be held responsible for any loss or damage resulting from the use of any information provided. Any forward-looking statements are inherently susceptible to uncertainty and actual events, results or the actual performance of a fund may differ materially from those mentioned in such statements.

The valuation of shares in any investment fund, and any income generated therefrom, can increase as well as decrease and are not guaranteed in any way.

Past performance, whether actual or back-tested, are not necessarily indicative of future performance and should not be relied upon for investment decisions.

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