Can ucits invest in property?

What can a UCITS invest in?

UCITS can invest in money market instruments admitted to trading/dealt in on a regulated market and in money market instruments which are not admitted to or dealt in on a regulated market.

Can UCITS invest in private equity?

Private equity and venture capital funds are among the “alternative structures” which, because they are not mutual funds covered under UCITS, fall under the Alternative Investment Fund Managers Directive (AIFMD).

Can UCITS invest in other funds?

According to Article 50(1)(e)(iv) of the UCITS Directive, a UCITS can only invest in other UCITS if “no more than 10 % of the assets of the UCITS or of the other collective investment undertakings, whose acquisition is contemplated, can, according to their fund rules or instruments of incorporation, be invested in …

Can UCITS invest in derivatives?

Sophisticated UCITS can use both regulated and over-the-counter (OTC) derivatives, including exposures to commodities, financial indices, credit default swaps (CDS), total return swaps and even hedge fund indices.

What is the 10/40 rule?

In summary, this says that a maximum of 10 per cent of a UCITS fund’s net assets may be invested in securities from a single issuer, and that investments of more than 5 per cent with a single issuer may not make up more than 40 per cent of the whole portfolio. There are some exceptions to this rule.

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Can be securities that are easily transferable?

Cash Instruments

These can be securities that are easily transferable. Cash instruments may also be deposits and loans agreed upon by borrowers and lenders.

Can a hedge fund be a UCITS?

UCITS hedge funds, or alternative UCITS funds, are mainly targeted for Euro- pean hedge-fund investors. Traditionally, for non-U.S. investors, hedge funds’ legal domi- cile is where regulatory requirements are at a minimum, often in offshore tax havens.

Can a UCITS fund be an AIF?

A CCF can be established as a UCITS fund (Undertakings for Collective Investment in Transferable Securities) or an AIF (Alternative Investment Fund). Tax transparency is the main feature, which differentiates the CCF from other types of Irish funds.

Who does UCITS apply to?

The UCITS Directive is a detailed, harmonised framework for investment funds that can be sold to retail investors throughout the EU. This means that funds authorised in one Member State can be marketed in another Member State using a passporting mechanism.

Can Irish UCITS invest in loans?

In a frequently-asked-questions document, the CSSF says that loans are not eligible for Ucits because they are not money market instruments or transferable securities within the meaning of the relevant laws.

Are SICAVs UCITS?

UCITS structured SICAVs are actively cross-border marketed in Europe. They are one of Europe’s most actively traded investment products. The funds trade on exchanges in their designated currency.

Who does Aifmd apply?

Key Takeaways. The Alternative Investment Fund Managers Directive (AIFMD) is a regulatory framework that applies to EU-registered hedge funds, private equity funds, and real estate investment funds.

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Can a UCITS fund invest in ETFs?

For UCITS ETFs there are a number of well-defined requirements set out within EU directives. This framework is designed first and foremost for the protection of investors. Clear investment guidelines: UCITS ETFs are subject to the rules governing the type of assets in which they can invest.

Is a UCITS a mutual fund?

UCITS funds are a type of mutual fund that complies with European Union regulations and holds securities from throughout the region.

Can UCITS invest in gold?

Under current legislation Gold is not an eligible asset for a UCITS Fund.