Q&A for changes to Vanguard s Ireland-domiciled fund range

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Q&A for changes to Vanguard s Ireland-domiciled fund range"

Transcription

1 Q&A for changes to Vanguard s Ireland-domiciled fund range As we broaden our presence in Europe, we are able to enhance our product suite by reducing costs and introducing a new share class structure designed to meet the needs of our investors. We remain committed to helping clients build a low cost investment portfolio to meet their investment goals. To help you understand how these changes affect you, we have addressed the most important questions in this Q&A and also provided a complete table of all revisions. If you have further questions you can also contact your Vanguard representative directly. Q&A What is changing? 1. We ve lowered the TERs for existing Investor and Institutional USD, EUR, and JPY share classes of 22 Irish funds 2. We ve also lowered the TERs for the GBP share classes of the Vanguard Emerging Markets Stock and the Vanguard Global Bond 3. Existing Investor and Institutional share classes Minimum Subscriptions and Conversion Thresholds are changing. 4. We ll add 57 new share classes to the Prospectus. You ll find all the relevant details in Appendix 1. Will all 57 new share classes be active on the effective date? No. Not all 57 share classes will be seeded on the effective date. Vanguard will rely on clients to seed the share classes. We have identified 19 priority share classes that we think are most important to our clients. Vanguard will make the remaining 38 share classes available upon client demand. Are the Fund s Investment Objectives and/or Policies changing? No. The changes are isolated to the TERs and share class structure only. Where will the new share classes be registered? The new share classes will be registered in the same jurisdictions as the current share classes EU countries include Denmark, France, Germany, Luxembourg, The Netherlands, Sweden and the UK. The registration of the new shares in Switzerland will take approximately one month from the filing date to clear the Swiss regulator, FINMA. How can I invest in one of the new share classes? Should you wish to invest in one of the 38 new share classes (other than the 19 priority share classes) you can contact your Vanguard representative. Our Client Services Team will then co-ordinate the subscription with you. When are the changes effective? The changes will apply to transactions with a trade date of 3 December 2013 (the effective date )

2 Who is eligible for Investor, Institutional and Plus shares? The conditions for eligibility are as follows: Investor Minimum initial investment of $100,000/ 100,000/ 100,000/YEN 10 million Institutional Minimum initial investment of $5,000,000/ 5,000,000/ 5,000,000/YEN 500 million Plus Minimum initial investment of $/ / /YEN 20 billion Will Vanguard automatically exchange/switch or convert current clients into the new share classes if they are eligible? No. For the same reason Vanguard does not provide individual tax advice, Vanguard will not be advising or forcing a client to exchange/switch or convert their existing shares. The decision to exchange/switch or convert shares lies solely with the client. There may be capital gains tax implications and/or PDL/ADL on redemptions applicable for exchanging/ switching or converting shares for some clients. Clients, therefore, must individually assess their own circumstances and the implications and then instruct Vanguard accordingly. Additional changes to Irish Funds: In tandem with the share class changes, we ve also changed the dealing deadline for the three Vanguard Bond Funds. The current dealing cut-off for purchase and redemptions into the Global Bond (the Fund ) changes from 11:00 AM Irish Time on Trade date minus 1 ( T-1 ) to 12:00 PM Irish Time on Trade date ( T ). The dealing deadlines for Vanguard Euro Investment Grade Bond Index Fund and Vanguard Euro Government Bond are changing from AM Irish Time on Trade Date to PM Irish Time on Trade Date. When is the change effective? The dealing deadline change will be applied to transactions with a trade date of 3 December 2013 (the effective date ). Will the valuation point change? No. The change to the dealing deadline will not affect the valuation point of the Fund. It will remain at end of day U.S. time. Definitions: Exchange/Switch = from one fund to another fund (e.g., Sell EM Stock shares and buy Global Stock shares) Conversion = from one share class to another share class of the same fund (e.g. Global Stock Institutional Share to Global Stock Plus ). Vanguard will not apply a PDL to conversions within the same fund. What happens if I don t meet the new minimum for Institutional i.e. $5m / 5m / 5m / YEN 500m? Will I be moved to Investor? No. No client will be worse off under the proposed changes. You will not be forced to move shares. Who will be affected by the TER reductions? Reductions in TERs affect all holders of the institutional and investor share classes listed in appendix 1. We will automatically apply the revised TERs to current shareholders holdings from the effective date.

3 Appendix 1 Changes to existing Investor and Institutional share classes Conversion Threshold for all existing Investor will change to $5m/ 5m/ 5m/5m/YEN 500m Conversion Threshold for all existing Institutional will change to $200m/ 200m/ 200m/200m/YEN 20billion Minimum Subscription for all existing Institutional will change to $5m/ 5m/ 5m/5m/YEN 500m The TER for the Vanguard Global Bond Pound Sterling Hedged Income will change to 0.20% (from 0.25%) to be in line with the new Investor TER The TER for the Vanguard Global Bond Pound Sterling Hedged will change to 0.20% (from 0.25%) to be in line with the new Investor TER The TER for the Vanguard Emerging Markets Stocks Pound Sterling Income will change to 0.40% (from 0.55%) to be in line with the new Investor TER The TER for the Vanguard Emerging Markets Stocks Pound Sterling will change to 0.40% (from 0.55%) to be in line with the new Investor TER 57 new share classes Ref Name of Sub-Fund Class of ISIN Minimum Subscription or Income Conversion threshold* Offer Price** Global Funds 1 Vanguard Emerging Markets Stock 2 Vanguard Emerging Markets Stock Plus U.S. Dollar IE00BFPM9H50 $ $ $100 Plus Euro IE00BFPM9J Vanguard Global Bond Investor U.S. Dollar Hedged 4 Vanguard Global Bond Plus U.S. Dollar Hedged 5 Vanguard Global Bond Investor Euro Hedged 6 Vanguard Global Bond Plus Euro Hedged 7 Vanguard Global Bond Plus Swiss Franc Hedged 8 Vanguard Global Bond Plus JPY Hedged $100,000 $5,000,000 $100 IE00BFPM9Y26 $ $ $ ,000 5,000, billion 20 billion 10,000 9 Vanguard Global Stock Plus U.S. Dollar IE00BFPM9M04 $ $ $ Vanguard Global Stock Plus Euro IE00BFPM9N Vanguard Global Stock Investor Euro Hedged 12 Vanguard Global Stock Plus Euro Hedged 100,000 5,000, Fixed Income Funds 13 Vanguard U.S. Ultra-Short-Term Bond Fund 14 Vanguard 20+ Year Euro Treasury 15 Vanguard Eurozone Inflation- Linked Bond 16 Vanguard Eurozone Inflation- Linked Bond 17 Vanguard Euro Investment Grade Bond 18 Vanguard Euro Investment Grade Bond 19 Vanguard U.S. Investment Grade Credit Plus U.S. Dollar $ Income $ $100 Plus Euro 100 Plus U.S. Dollar $ $ $100 Plus Euro 100 Plus U.S. Dollar $ $ $100 Plus Euro IE00BFPM9X Plus U.S. Dollar IE00BFPMB022 $ $ $100

4 Ref Name of Sub-Fund Class of ISIN Minimum Subscription or Income Conversion threshold* Offer Price** 20 Vanguard U.S. Investment Grade Credit 21 Vanguard Euro Government Bond 22 Vanguard Euro Government Bond 23 Vanguard Japan Government Bond 24 Vanguard Japan Government Bond 25 Vanguard Japan Government Bond 26 Vanguard U.S. Government Bond 27 Vanguard U.S. Government Bond Plus Euro IE00BFPMB Plus U.S. Dollar $ $ $100 Plus Euro IE00BFPM9W Plus U.S. Dollar $ $ $100 Plus Euro 100 Plus JPY 20 billion 20 billion 10,000 Plus U.S. Dollar IE00BFPM9Z33 $ $ $100 Plus Euro 100 Equity Funds 28 Vanguard Global Small-Cap 29 Vanguard Global Small-Cap Plus U.S. Dollar $ $ $100 Plus Euro IE00BFRTDD Vanguard Global Small-Cap 31 Vanguard Global Small-Cap 32 Vanguard Global Small-Cap 33 Vanguard SRI European Stock Fund 34 Vanguard SRI European Stock Fund 35 Vanguard SRI European Stock Fund Plus Swiss Franc Investor Euro Hedged Plus Euro Hedged ,000 5,000, Plus U.S. Dollar $ $ $100 Plus Euro IE00BFPM9R Plus Swiss Franc 36 Vanguard SRI Global Stock Fund Plus U.S. Dollar $ $ $ Vanguard SRI Global Stock Fund Plus Euro IE00BFPM9S Vanguard SRI Global Stock Fund Plus Swiss Franc 39 Vanguard European Stock 40 Vanguard European Stock 41 Vanguard Eurozone Stock 42 Vanguard Eurozone Stock Plus U.S. Dollar IE00BFPM9K89 $ $ $100 Plus Euro IE00BFPM9L Plus U.S. Dollar $ $ $100 Plus Euro Vanguard Japan Stock Plus U.S. Dollar $ $ $ Vanguard Japan Stock Plus Euro IE00BFPM9P Vanguard Japan Stock Plus JPY 20 billion 20 billion 10, Vanguard Pacific Ex-Japan Stock 47 Vanguard Pacific Ex-Japan Stock 48 Vanguard Switzerland Stock 49 Vanguard Switzerland Stock 50 Vanguard U.S. 500 Stock 51 Vanguard U.S. 500 Stock Plus U.S. Dollar IE00BFPM9Q42 $ $ $100 Plus Euro 100 Plus Euro 100 Plus Swiss Franc Plus U.S. Dollar IE00BFPM9T72 $ $ $ Plus Euro IE00BFPM9V94 100

5 Ref Name of Sub-Fund Class of ISIN Minimum Subscription or Income Conversion threshold* Offer Price** 52 Vanguard U.S. 500 Stock 53 Vanguard U.S. 500 Stock Investor Euro Hedged Plus Euro Hedged 54 Vanguard U.S. Futures Fund Institutional U.S. Dollar 100,000 5,000, $5,000,000 $ $ Vanguard U.S. Futures Fund Plus U.S. Dollar $ $ $ Vanguard U.S. Futures Fund Institutional Euro 5,000, Vanguard U.S. Futures Fund Plus Euro 100 Note: The 19 share classes deemed as high priority are highlighted in light grey.

6 Connect with Vanguard global.vanguard.com This document is directed at professional investors only as defined under the MiFID Directive. Not for Public Distribution. The value of investments, and the income from them, may fall or rise and investors may get back less than they invested. The material contained in this document is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information on this document does not constitute legal, tax, or investment advice. You must not, therefore, rely on the content of this document when making any investment decisions. The KIID and the Prospectus for this fund is available in local languages from Vanguard via our website Manager of Vanguard Investment Series plc is Vanguard Group (Ireland) Limited. Vanguard Asset Management, Limited is a distributor of Vanguard Investment Series plc. Vanguard Investment Series plc has been authorised by the Central Bank of Ireland as a UCITS and has been registered for public distribution in certain EU countries. Prospective investors are referred to the Funds prospectus for further information. Prospective investors are also urged to consult their own professional advisors on the implications of making an investment in, and holding or disposing shares of the Funds and the receipt of distributions with respect to such shares under the law of the countries in which they are liable to taxation. Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority Vanguard Asset Management, Limited. All rights reserved. VAM

Registered country information Vanguard Investment Series plc and Vanguard Funds plc

Registered country information Vanguard Investment Series plc and Vanguard Funds plc Registered country information Vanguard Investment Series plc and Vanguard Funds plc The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

More information

VANGUARD LOWERS CHARGES ON 25 UK AND IRISH-DOMICILED FUNDS

VANGUARD LOWERS CHARGES ON 25 UK AND IRISH-DOMICILED FUNDS VANGUARD LOWERS CHARGES ON 25 UK AND IRISH-DOMICILED FUNDS Reduced charges on 16 index mutual funds, 4 exchange traded funds (ETFs) and 5 LifeStrategy Funds 28 August, 2014 Vanguard Asset Management, Limited

More information

Vanguard UK Short-Term Investment Grade Bond Index Fund

Vanguard UK Short-Term Investment Grade Bond Index Fund Vanguard UK Short-Term Investment Grade Bond Index Fund May 2013 LAUNCH BRIEFING Fund summary The Vanguard UK Short-Term Investment Grade Bond Index Fund expands the low-cost asset allocation building

More information

GLG INVESTMENTS PLC GLG GLOBAL CONVERTIBLE UCITS FUND SIMPLIFIED PROSPECTUS 6 February 2009

GLG INVESTMENTS PLC GLG GLOBAL CONVERTIBLE UCITS FUND SIMPLIFIED PROSPECTUS 6 February 2009 GLG INVESTMENTS PLC GLG GLOBAL CONVERTIBLE UCITS FUND SIMPLIFIED PROSPECTUS 6 February 2009 This simplified prospectus contains key information in relation to GLG Global Convertible UCITS Fund (the Portfolio

More information

Goldman Sachs SICAV Funds. How to Invest Guide

Goldman Sachs SICAV Funds. How to Invest Guide Goldman Sachs SICAV Funds How to Invest Guide Contents Opening an Account 1 General Fund Information 1 Dealing 2 Transfers 2 Confirmations and Statements 3 Bank Details and Settlement 3 Contact 6 Opening

More information

SUPPLEMENT NO. 1. 23 December 2014

SUPPLEMENT NO. 1. 23 December 2014 The directors of IVI Umbrella Fund plc (the Directors ) listed in the Prospectus dated 23 December 2014 (the Prospectus ) in the Management and Administration section, accept responsibility for the information

More information

CGWM Total Return Bond Fund

CGWM Total Return Bond Fund To us there are no foreign markets. TM CGWM Total Return Bond Fund Supplement dated 6 October 2015 to the Prospectus dated 6 October 2015 This Supplement contains specific information in relation to the

More information

Irish Stock Exchange - Investment Funds. Monthly Report - October 2014. Listing Figures. October 2014. Year to Date 2014. Total as of 31-Oct-2014

Irish Stock Exchange - Investment Funds. Monthly Report - October 2014. Listing Figures. October 2014. Year to Date 2014. Total as of 31-Oct-2014 Listing Figures October Year to Date Total as of 31-Oct- Funds & Subfunds 18 152 2192 Classes 144 1440 7263 Various Guernsey - 40, Delaware - 4, Scotland - 1, Mauritius - 7, Malta - 3, Bahamas - 1, Luxembourg

More information

THE NT EUROPE (EX-UK) EQUITY INDEX FUND SUPPLEMENT TO THE PROSPECTUS DATED 17 NOVEMBER 2014 FOR NORTHERN TRUST INVESTMENT FUNDS PLC

THE NT EUROPE (EX-UK) EQUITY INDEX FUND SUPPLEMENT TO THE PROSPECTUS DATED 17 NOVEMBER 2014 FOR NORTHERN TRUST INVESTMENT FUNDS PLC THE NT EUROPE (EX-UK) EQUITY INDEX FUND SUPPLEMENT TO THE PROSPECTUS DATED 17 NOVEMBER 2014 FOR NORTHERN TRUST INVESTMENT FUNDS PLC 1 2 Supplement dated 17 November 2014 to the Prospectus dated 17 November

More information

THE NT EUROPE (ex-uk) EQUITY INDEX FUND

THE NT EUROPE (ex-uk) EQUITY INDEX FUND THE NT EUROPE (ex-uk) EQUITY INDEX FUND 1 2 02 Supplement to the Prospectus Northern Trust Investment Funds plc THE NT EUROPE (ex-uk) EQUITY INDEX FUND 3 This Supplement contains specific information in

More information

Staying alive: Bond strategies for a normalising world

Staying alive: Bond strategies for a normalising world Staying alive: Bond strategies for a normalising world Dr Peter Westaway Chief Economist, Europe Vanguard Asset Management November 2013 This document is directed at investment professionals and should

More information

AIFMD means Directive 2011/61/EU of the European Parliament and of the Council of 8 June 2011 on Alternative Investment Fund Managers, as amended.

AIFMD means Directive 2011/61/EU of the European Parliament and of the Council of 8 June 2011 on Alternative Investment Fund Managers, as amended. Glossary Accounting Period means the annual accounting period for the Company ending on 31 December in each calendar year. The first annual accounting period will end on 31 December 2015. Acts means the

More information

PRINCIPAL GLOBAL INVESTORS FUNDS. Supplement dated 31 July 2013. for the Long/Short Global Opportunities Equity Fund

PRINCIPAL GLOBAL INVESTORS FUNDS. Supplement dated 31 July 2013. for the Long/Short Global Opportunities Equity Fund PRINCIPAL GLOBAL INVESTORS FUNDS Supplement dated 31 July 2013 for the Long/Short Global Opportunities Equity Fund This Supplement contains specific information in relation to the Long/Short Global Opportunities

More information

JULIUS BAER MULTIBOND Société d'investissement à capital variable 25, Grand-Rue, L 1661 Luxembourg R.C.S. Luxembourg B-32.

JULIUS BAER MULTIBOND Société d'investissement à capital variable 25, Grand-Rue, L 1661 Luxembourg R.C.S. Luxembourg B-32. JULIUS BAER MULTIBOND Société d'investissement à capital variable 25, Grand-Rue, L 1661 Luxembourg R.C.S. Luxembourg B-32.187 (the Company ) Notice to the shareholders of the Subfunds ABS FUND, ABSOLUTE

More information

Triodos Socially Responsible Investment Funds and Ethical Stocks and Shares ISA. Supplementary Information Document.

Triodos Socially Responsible Investment Funds and Ethical Stocks and Shares ISA. Supplementary Information Document. Freephone: 0800 328 2181 contact@triodos.co.uk www.triodos.co.uk Calls to and from Triodos Bank may be recorded for training and monitoring purposes. Triodos Bank NV (incorporated under the laws of the

More information

CANACCORD GENUITY INVESTMENT FUNDS PLC. Supplement dated 11 November 2014 to the Prospectus dated 11 November 2014 CGWM SELECT INCOME FUND

CANACCORD GENUITY INVESTMENT FUNDS PLC. Supplement dated 11 November 2014 to the Prospectus dated 11 November 2014 CGWM SELECT INCOME FUND CANACCORD GENUITY INVESTMENT FUNDS PLC Supplement dated 11 November 2014 to the Prospectus dated 11 November 2014 CGWM SELECT INCOME FUND This Supplement contains specific information in relation to CGWM

More information

LAZARD GLOBAL ACTIVE FUNDS PUBLIC LIMITED COMPANY LAZARD PAN EUROPEAN EQUITY FUND. SIMPLIFIED PROSPECTUS DATE 27 August 2009

LAZARD GLOBAL ACTIVE FUNDS PUBLIC LIMITED COMPANY LAZARD PAN EUROPEAN EQUITY FUND. SIMPLIFIED PROSPECTUS DATE 27 August 2009 LAZARD GLOBAL ACTIVE FUNDS PUBLIC LIMITED COMPANY LAZARD PAN EUROPEAN EQUITY FUND SIMPLIFIED PROSPECTUS DATE 27 August 2009 This Simplified Prospectus contains key information in relation to the Lazard

More information

Amundi ETF & Indexing Research Chair with Edhec Risk Institute Results of The EDHEC European ETF Survey 2014

Amundi ETF & Indexing Research Chair with Edhec Risk Institute Results of The EDHEC European ETF Survey 2014 Amundi ETF & Indexing Research Chair with Edhec Risk Institute Results of The EDHEC European ETF Survey 2014 Les Echos Forum de l Asset Management 15 April 2015 Introduction Amundi ETF & Indexing is pleased

More information

Global bond investing

Global bond investing Global bond investing Todd Schlanger, CFA Investment Strategy Group Vanguard Asset Management, Limited This document is directed at professional investors and should not be distributed to, or relied upon

More information

THIS DOCUMENT IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. IF IN DOUBT, PLEASE SEEK PROFESSIONAL ADVICE.

THIS DOCUMENT IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. IF IN DOUBT, PLEASE SEEK PROFESSIONAL ADVICE. Fidelity Funds Société d Investissement à Capital Variable 2a, Rue Albert Borschette B.P. 2174 L-1021 Luxembourg R.C.S. B34036 Tél: +352 250 404 (1) Fax: +352 26 38 39 38 THIS DOCUMENT IS IMPORTANT AND

More information

Investors in the D share class of the Contributing Fund will be moved into the A1 share class of the Receiving Fund

Investors in the D share class of the Contributing Fund will be moved into the A1 share class of the Receiving Fund Schroder Alternative Solutions Société d'investissement à Capital Variable 5, rue Höhenhof, L-1736 Senningerberg Grand Duchy of Luxembourg Tel : (+352) 341 342 202 Fax : (+352) 341 342 342 18 May 2016

More information

Transaction Request Form

Transaction Request Form Transaction Request Form Use this form to transact if you already have an account with Capital Group Luxembourg funds. If you do not already have an account with Capital Group Luxembourg funds, please

More information

Credit Suisse Equity Fund Management Company Société Anonyme, 5, rue Jean Monnet L-2180 Luxembourg, R.C.S. Luxembourg B 44 867 www.credit-suisse.

Credit Suisse Equity Fund Management Company Société Anonyme, 5, rue Jean Monnet L-2180 Luxembourg, R.C.S. Luxembourg B 44 867 www.credit-suisse. Credit Suisse Equity Fund Management Company Société Anonyme, 5, rue Jean Monnet L-2180 Luxembourg, R.C.S. Luxembourg B 44 867 www.credit-suisse.com 6 April 2010 Credit Suisse Equity Fund (Lux) Dear Sirs,

More information

Dexia Equities L Luxembourg Open-ended Investment Company (SICAV) Simplified prospectus September 2005

Dexia Equities L Luxembourg Open-ended Investment Company (SICAV) Simplified prospectus September 2005 Dexia Equities L Luxembourg Open-ended Investment Company (SICAV) Simplified prospectus September 2005 Dexia Equities L Luxembourg Open-ended Investment Company (SICAV ) 69, route d Esch L-1470 Luxembourg

More information

db x-trackers MSCI World High Dividend Yield Index UCITS ETF (DR) Supplement to the Prospectus

db x-trackers MSCI World High Dividend Yield Index UCITS ETF (DR) Supplement to the Prospectus db x-trackers MSCI World High Dividend Yield Index UCITS ETF (DR) Supplement to the Prospectus This Supplement contains information in relation to db x-trackers MSCI World High Dividend Yield Index UCITS

More information

db x-trackers S&P 500 UCITS ETF (DR) Supplement to the Prospectus

db x-trackers S&P 500 UCITS ETF (DR) Supplement to the Prospectus db x-trackers S&P 500 UCITS ETF (DR) Supplement to the Prospectus This Supplement contains information in relation to db x-trackers S&P 500 UCITS ETF (DR) (the Fund ), a sub-fund of Concept Fund Solutions

More information

SPDR S&P 500 Low Volatility UCITS ETF

SPDR S&P 500 Low Volatility UCITS ETF SSGA SPDR ETFs Europe I Plc 2 November 2015 SPDR S&P 500 Low Volatility UCITS ETF Supplement No. 32 (A sub-fund of SSGA SPDR ETFs Europe I plc (the Company ) an open-ended investment company constituted

More information

HUME EUROPEAN OPPORTUNITIES FUND. SUPPLEMENT TO THE PROSPECTUS FOR EUROPEAN WEALTH INVESTMENT FUND plc

HUME EUROPEAN OPPORTUNITIES FUND. SUPPLEMENT TO THE PROSPECTUS FOR EUROPEAN WEALTH INVESTMENT FUND plc HUME EUROPEAN OPPORTUNITIES FUND SUPPLEMENT TO THE PROSPECTUS FOR EUROPEAN WEALTH INVESTMENT FUND plc This document supplements the current prospectus for European Wealth Investment Fund plc (the Company)

More information

Dealing Guide for Distributors and Intermediaries. Capital Group Luxembourg funds

Dealing Guide for Distributors and Intermediaries. Capital Group Luxembourg funds Dealing Guide for Distributors and Intermediaries Capital Group Luxembourg funds Last update: November 2015 Table of contents About this document Important information Funds Contact details information

More information

TERMS AND CONDITIONS FOR SECURITIES TRADES Valid and effective from 18 September 2013

TERMS AND CONDITIONS FOR SECURITIES TRADES Valid and effective from 18 September 2013 TERMS AND CONDITIONS FOR SECURITIES TRADES Valid and effective from 18 September 2013 Page 1 of 6 1. INTRODUCTION Danske Bank A/S trading in the Republic of Ireland as Danske Bank (the Bank) is authorised

More information

Coho US Large Cap Equity Fund. Supplement to the Prospectus dated 17 February 2014 for Skyline Umbrella Fund plc

Coho US Large Cap Equity Fund. Supplement to the Prospectus dated 17 February 2014 for Skyline Umbrella Fund plc Coho US Large Cap Equity Fund Supplement to the Prospectus dated 17 February 2014 for Skyline Umbrella Fund plc An umbrella fund with segregated liability between sub-funds This Supplement contains specific

More information

DWS (CH) Money Market Umbrella Fund

DWS (CH) Money Market Umbrella Fund DWS (CH) Money Market Umbrella Fund Simplified Prospectus Umbrella fund under Swiss law (Type Other funds for traditional investments ) June 2012 Simplified prospectus as of June 2012 Simplified prospectus

More information

HSBC Global Investment Funds. Global Fund Solutions

HSBC Global Investment Funds. Global Fund Solutions HSBC Global Investment Funds Global Fund Solutions Introduction At HSBC Global Asset Management, we bring you the best of what our multi-specialist investment teams have to offer. HSBC Global Investment

More information

HSBC International Select Fund MultiAlpha North America Equity

HSBC International Select Fund MultiAlpha North America Equity Simplified Prospectus JUNE 2009 HSBC International Select Fund MultiAlpha North America Equity GEDI:980234v8 GEDI:980234v10 GEDI:980234v13 GEDI:980234v15 VISA 2009/50683-3213-13-PS L'apposition du visa

More information

Invesco Funds Series Invesco Funds Series 1-5 Invesco Funds Series 6 Consolidated Prospectus

Invesco Funds Series Invesco Funds Series 1-5 Invesco Funds Series 6 Consolidated Prospectus Invesco Funds Series 7 October 2014 The manager of the Funds, Invesco Global Asset Management Limited, accepts full responsibility for the accuracy of the information contained in this document including

More information

SEI GLOBAL MASTER FUND PLC

SEI GLOBAL MASTER FUND PLC The Directors of SEI Global Master plc whose names appear in the Directory section of this document accept responsibility for the information contained in this document. To the best of the knowledge and

More information

Dealing Instructions Booklet

Dealing Instructions Booklet July 2015 Dealing Instructions Booklet How to Find Your Particular Fund Funds are categorised according to their legal structure and each fund has a unique fund identifier. The Table of Contents lists

More information

FIXED INCOME SUB-FUNDS

FIXED INCOME SUB-FUNDS FIXED INCOME SUB-FUNDS NATIXIS AM FUNDS Société d investissement à capital variable Registred Office: 5 allée Scheffer, L-2520 Luxembourg Grand-Duché de Luxembourg R.C Luxembourg B 177 509 Natixis Euro

More information

Tariffs & Charges Schedule for Investment Services

Tariffs & Charges Schedule for Investment Services I. ADVISORY TRADING IN INTERNATIONAL SECURITIES EQUITIES, ETFs (Buy & Sell Orders) next (Belgium, France, Netherlands); Germany (Xetra); Italy (Borsa Italiana) minimum EUR 30.00 United Kingdom (London

More information

CGWM Bond Fund. Supplement dated 11 November 2014 to the Prospectus dated 11 November 2014. Investment Objective. Investment Policy.

CGWM Bond Fund. Supplement dated 11 November 2014 to the Prospectus dated 11 November 2014. Investment Objective. Investment Policy. CGWM Bond Fund To us there are no foreign markets. TM Supplement dated 11 November 2014 to the Prospectus dated 11 November 2014 This Supplement contains specific information in relation to the CGWM Bond

More information

Simplified Prospectus

Simplified Prospectus October 2007 Simplified Prospectus Robeco Capital Growth Funds Robeco US Premium Equities 1 Important Investment objective and policy This simplified prospectus contains key about the Sub-Fund. If you

More information

Annual financial statements, distributions & tax issues

Annual financial statements, distributions & tax issues Portfolio Funds 2087605 CH0020876055 Credit Suisse (CH) Interest & Dividend Focus Balanced CHF A CHF CH 31.12. Distributing 19955038 CH0199550382 Credit Suisse (CH) Interest & Dividend Focus Balanced CHF

More information

HSBC World Selection Portfolios The smart way to diversify your customers investments

HSBC World Selection Portfolios The smart way to diversify your customers investments HSBC World Selection Portfolios The smart way to diversify your customers investments 2 A smart way to invest 3 The benefit of diversification 6 How is HSBC World Selection managed? 8 What are the advantages

More information

Unicorn Investment Funds. Open-Ended Investment Company. Supplementary Information Document

Unicorn Investment Funds. Open-Ended Investment Company. Supplementary Information Document Unicorn Investment Funds Open-Ended Investment Company Supplementary Information Document This document is dated 29 June 2015 Issued by Unicorn Asset Management Limited (Unicorn) Unicorn is authorised

More information

PROSPECTUS 30 MARCH 2015 THREADNEEDLE INVESTMENT FUNDS ICVC

PROSPECTUS 30 MARCH 2015 THREADNEEDLE INVESTMENT FUNDS ICVC PROSPECTUS 30 MARCH 2015 THREADNEEDLE INVESTMENT FUNDS ICVC Contents Prospectus of Threadneedle Investment s ICVC... 2 Definitions... 3 Details of the Company... 5 The Structure of the Company... 5 Share

More information

FTSE Global Bond Index Series

FTSE Global Bond Index Series FTSE Global Bond Index Series FTSE GLOBAL BOND INDEX SERIES The FTSE Global Bond Index Series is a series of fixed income indices covering the principal government bond markets and selected corporate markets.

More information

CITI GLOBAL INTEREST RATES STRATEGY INDEX FUND SIMPLIFIED PROSPECTUS. Dated 4 August 2010

CITI GLOBAL INTEREST RATES STRATEGY INDEX FUND SIMPLIFIED PROSPECTUS. Dated 4 August 2010 CITI GLOBAL INTEREST RATES STRATEGY INDEX FUND SIMPLIFIED PROSPECTUS Dated 4 August 2010 This Simplified Prospectus contains key information in relation to Citi Global Interest Rates Index Fund (the Fund),

More information

J.P. Morgan Global Liquidity. Managed Reserves Fund Operation Services Guide. JPM Managed Reserves Fund

J.P. Morgan Global Liquidity. Managed Reserves Fund Operation Services Guide. JPM Managed Reserves Fund J.P. Morgan Global Liquidity Managed Reserves Fund Operation Services Guide JPM Managed Reserves Fund Insight Process =use Results For+institutional only Strictly not for public distribution Welcome to

More information

HERMES GLOBAL HIGH YIELD BOND FUND. (a sub-fund of Hermes Investment Funds public limited company) SUPPLEMENT

HERMES GLOBAL HIGH YIELD BOND FUND. (a sub-fund of Hermes Investment Funds public limited company) SUPPLEMENT If you are in any doubt about the contents of this Supplement, you should consult your stockbroker, bank manager, solicitor, accountant or other independent financial adviser. The Directors of the Company,

More information

FREQUENTLY ASKED QUESTIONS

FREQUENTLY ASKED QUESTIONS PENSIONS INVESTMENTS LIFE INSURANCE FREQUENTLY ASKED QUESTIONS SELF-INVESTED FUND EXECUTION-ONLY TRADING ACCOUNT Table of Contents 1. Introduction 2. How do I login to the Execution-Only Trading Account

More information

db x-trackers IMPORTANT NOTICE TO SHAREHOLDERS OF THE FOLLOWING SUB-FUNDS:

db x-trackers IMPORTANT NOTICE TO SHAREHOLDERS OF THE FOLLOWING SUB-FUNDS: db x-trackers Investment company with variable capital Registered office: 49, avenue J.F. Kennedy, L-1855 Luxembourg R.C.S. Luxembourg B-119.899 (the Company ) IMPORTANT NOTICE TO SHAREHOLDERS OF THE FOLLOWING

More information

Jupiter Merlin International Equities Portfolio

Jupiter Merlin International Equities Portfolio Jupiter Merlin Funds Jupiter Merlin International Equities Portfolio Jupiter Asset Management Limited Product Key Facts April 2016 Product Key Facts This statement provides you with key information about

More information

Varius Global Equity Fund

Varius Global Equity Fund Varius Global Equity Fund Supplement to the Prospectus dated 12 May 2016 for Platform Capital UCITS ICAV An umbrella fund with segregated liability between sub-funds This Supplement contains specific information

More information

Invesco Funds Series 1-5 Consolidated Prospectus

Invesco Funds Series 1-5 Consolidated Prospectus Invesco Funds Series 1-5 Consolidated Prospectus 26 November 2010 Invesco Funds Series 1 Invesco Funds Series 2 Invesco Funds Series 3 Invesco Funds Series 4 Invesco Funds Series 5 Each an open-ended umbrella

More information

BMO Global Asset Management (Asia) Limited 11 February 2016

BMO Global Asset Management (Asia) Limited 11 February 2016 Product Key Facts BMO MSCI EUROPE QUALITY HEDGED TO USD ETF BMO Global Asset Management (Asia) Limited 11 February 2016 Quick facts This is an exchange traded fund. This statement provides you with key

More information

ETFX FUND COMPANY PUBLIC LIMITED COMPANY

ETFX FUND COMPANY PUBLIC LIMITED COMPANY The Company and the Directors, whose names appear on page 131 of the Prospectus, are the persons responsible for the information contained in this Fund Supplement and accept responsibility accordingly.

More information

ETFs and Index Funds. Similarities and Differences. For professional clients only

ETFs and Index Funds. Similarities and Differences. For professional clients only ETFs and Index Funds Similarities and Differences For professional clients only Most Exchange Traded Funds (ETFs) and index tracker funds share a common aim. That is, to match the performance of the index

More information

Invesco Funds, SICAV Prospectus

Invesco Funds, SICAV Prospectus Invesco Funds, SICAV Prospectus 19 May 2015 Vertigo Building Polaris 2-4 rue Eugène Ruppert L-2453 Luxembourg An open-ended umbrella investment fund established under the laws of Luxembourg and harmonised

More information

LONG TERM INVESTMENT FUND (SIA)

LONG TERM INVESTMENT FUND (SIA) November 2010 Simplified Prospectus LONG TERM INVESTMENT FUND (SIA) LONG TERM INVESTMENT FUND (SIA) Natural Resources* Important Information Investment objective Investment policy This simplified prospectus

More information

Invesco Bond Fund 30 June 2014

Invesco Bond Fund 30 June 2014 30 June 2014 Important Information - The Fund is an investment fund investing in fixed interest and floating rate securities, including (a) bonds and debentures issued by governments, local authorities

More information

FxPro Education. Introduction to FX markets

FxPro Education. Introduction to FX markets FxPro Education Within any economy, consumers and businesses use currency as a medium of exchange. In the UK, pound sterling is the national currency, while in the United States it is the US dollar. Modern

More information

TwentyFour Global Investment Funds p.l.c.

TwentyFour Global Investment Funds p.l.c. TwentyFour Global Investment Funds p.l.c. An open-ended umbrella investment company with variable capital and segregated liability between sub-funds incorporated with limited liability in Ireland under

More information

db x-trackers MSCI World Telecom Services Index UCITS ETF (Prospective DR) 1 Supplement to the Prospectus

db x-trackers MSCI World Telecom Services Index UCITS ETF (Prospective DR) 1 Supplement to the Prospectus db x-trackers MSCI World Telecom Services Index UCITS ETF (Prospective DR) 1 Supplement to the Prospectus This Supplement contains information in relation to the db x-trackers MSCI World Telecom Services

More information

INVESTMENTS FOR LIVING. Introducing Lifestyle Portfolios

INVESTMENTS FOR LIVING. Introducing Lifestyle Portfolios INVESTMENTS FOR LIVING Introducing Lifestyle Portfolios I WANT INVESTMENTS THAT GIVE ME FLEXIBILITY AND CHOICE Lifestyle Portfolios from Lloyds Bank International help you keep pace with the ever-changing

More information

CITIFIRST PRODUCT PROGRAMME. Citibank International plc. Arranger

CITIFIRST PRODUCT PROGRAMME. Citibank International plc. Arranger CITIFIRST PRODUCT PROGRAMME Citibank International plc Arranger Citigroup Global Markets Limited BASE PROSPECTUS FOR THE ISSUANCE OF SECURITIES THIS DOCUMENT COMPRISES A BASE PROSPECTUS FOR THE PURPOSES

More information

DIMENSIONAL FUNDS PLC

DIMENSIONAL FUNDS PLC DIMENSIONAL FUNDS PLC (An umbrella fund with segregated liability between sub-funds constituted as an investment company with variable capital under the laws of Ireland and authorised by the Central Bank

More information

SIMPLIFIED PROSPECTUS. PIMCO Funds: Global Investors Series plc CommoditiesPLUS Strategy Fund 9 February, 2010

SIMPLIFIED PROSPECTUS. PIMCO Funds: Global Investors Series plc CommoditiesPLUS Strategy Fund 9 February, 2010 SIMPLIFIED PROSPECTUS PIMCO Funds: Global Investors Series plc CommoditiesPLUS Strategy Fund 9 February, 2010 This Simplified Prospectus sets out information relating to the CommoditiesPLUS Strategy Fund

More information

Supplementary Information Document. The NFU Mutual Portfolio Investment Plan The NFU Mutual Stocks & Shares ISA

Supplementary Information Document. The NFU Mutual Portfolio Investment Plan The NFU Mutual Stocks & Shares ISA Supplementary Information Document The NFU Mutual Portfolio Investment Plan The NFU Mutual Stocks & Shares ISA Supplementary Information Document The NFU Mutual Portfolio Investment Plan The NFU Mutual

More information

T: +44 (0) 207 881 2544 E: support@quantumwms.co.uk W: www.dmmup.com/qmfx. Multi-Manager Foreign Exchange Fund

T: +44 (0) 207 881 2544 E: support@quantumwms.co.uk W: www.dmmup.com/qmfx. Multi-Manager Foreign Exchange Fund Multi-Manager Foreign Exchange Fund 01 The Quantum Managed FX Fund is a multi-manager UCITS investment vehicle that focuses on trading the worldwide currency markets. At Quantum, we pride ourselves on

More information

SIMPLIFIED PROSPECTUS JULY 2010 GENERAL INFORMATION

SIMPLIFIED PROSPECTUS JULY 2010 GENERAL INFORMATION BNP PARIBAS INSTICASH GBP A sub-fund of BNP Paribas InstiCash, a Luxembourg-based investment company with variable capital (Société d investissement à capital variable, referred to hereinafter as the "SICAV")

More information

Monthly European ETF Market Trends AUGUST 2015 in brief

Monthly European ETF Market Trends AUGUST 2015 in brief LYXOR ETF BAROMETER SEPTEMBRE 215 1 THIS DOCUMENT IS FOR THE E XCLUSIVE USE OF INVESTORS ACTING ON THEIR OWN ACCOUNT AND CATEGORIZED EITHER AS ELIGIBLE COUNTERPARTIES OR PROFESSIONAL CLIENTS WITHIN THE

More information

NASDAQ LadderRite USD Corporate Bond Indexes

NASDAQ LadderRite USD Corporate Bond Indexes NASDAQ LadderRite USD Corporate Bond Indexes OVERVIEW NASDAQ LadderRite USD Corporate Bond Indexes are diversified, laddered bond portfolios. Each NASDAQ LadderRite USD Corporate Bond Index tracks a diversified

More information

SOCIÉTÉ D INVESTISSEMENT À CAPITAL VARIABLE ESTABLISHED IN LUXEMBOURG PROSPECTUS. A commitment to investment performance CL 707002

SOCIÉTÉ D INVESTISSEMENT À CAPITAL VARIABLE ESTABLISHED IN LUXEMBOURG PROSPECTUS. A commitment to investment performance CL 707002 F I D E L I T Y F U N D S SOCIÉTÉ D INVESTISSEMENT À CAPITAL VARIABLE ESTABLISHED IN LUXEMBOURG PROSPECTUS A commitment to investment performance CL 707002 FIDELITY FUNDS Supplement to the Prospectus dated

More information

JULIUS BAER PRECIOUS METALS

JULIUS BAER PRECIOUS METALS Non-official translation from the German original text. The latter shall prevail. JULIUS BAER PRECIOUS METALS Umbrella fund under Swiss law in the category Other funds for traditional investments ( the

More information

HSBC Global Currency Fund (USD) Overview

HSBC Global Currency Fund (USD) Overview HSBC GLOBAL ASSET MANAGEMENT HSBC Global Currency Fund (USD) Overview September 2009 The Currency Market STRUCTURE Decentralised 'interbank' market Main participants: Central Banks, commercial and investment

More information

Annual Report and Audited Financial Statements

Annual Report and Audited Financial Statements Annual Report and Audited Financial Statements For the year ended 30 November 2014 Dimensional Funds plc Authorised and Regulated by the Central Bank of Ireland No marketing notification has been submitted

More information

J O Hambro Capital Management Umbrella Fund plc. Annual Report & Financial Statements for the year ended 31 December 2013

J O Hambro Capital Management Umbrella Fund plc. Annual Report & Financial Statements for the year ended 31 December 2013 J O Hambro Capital Management Umbrella Fund plc Annual Report & Financial Statements for the year ended 31 December 2013 Contents General information 1 Directors report 2 Corporate Governance statement

More information

SUPPLEMENT Davy Strategic Global Equity Fund

SUPPLEMENT Davy Strategic Global Equity Fund Davy Funds p.l.c. An open-ended umbrella investment company with variable capital and segregated liability between sub-funds incorporated with limited liability in Ireland under the Companies Acts 1963

More information

Understanding ETF liquidity and trading

Understanding ETF liquidity and trading Understanding ETF liquidity and trading ETF liquidity and trading can seem complex. For example, you may have heard that ETFs with lower average daily trading volumes (ADVs) aren t as liquid as others

More information

LEGG MASON GLOBAL FUNDS PLC Riverside Two Sir John Rogerson s Quay, Grand Canal Dock, Dublin 2, Ireland

LEGG MASON GLOBAL FUNDS PLC Riverside Two Sir John Rogerson s Quay, Grand Canal Dock, Dublin 2, Ireland LEGG MASON GLOBAL FUNDS PLC Riverside Two Sir John Rogerson s Quay, Grand Canal Dock, Dublin 2, Ireland 5 March 2015 THIS DOCUMENT IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. IF YOU ARE IN ANY

More information

Vanguard Investments Hong Kong Limited December 2015

Vanguard Investments Hong Kong Limited December 2015 PRODUCT KEY FACTS Vanguard FTSE Developed Europe Index ETF Vanguard Investments Hong Kong Limited December 2015 This is an exchange traded fund. This statement provides you with key information about this

More information

db x-trackers FTSE 100 Equal Weight UCITS ETF (DR) Supplement to the Prospectus

db x-trackers FTSE 100 Equal Weight UCITS ETF (DR) Supplement to the Prospectus db x-trackers FTSE 100 Equal Weight UCITS ETF (DR) Supplement to the Prospectus This Supplement contains information in relation to db x-trackers FTSE 100 Equal Weight UCITS ETF (DR) (the Fund ), a sub-fund

More information

SSgA Qualified Trust. SSgA LDI Leveraged UK Real Rate Swap 2030 Fund SUPPLEMENT NO. 22 DATED: 30 APRIL 2015 MANAGER

SSgA Qualified Trust. SSgA LDI Leveraged UK Real Rate Swap 2030 Fund SUPPLEMENT NO. 22 DATED: 30 APRIL 2015 MANAGER The Directors of the Manager of the Trust whose names appear under the section Trust and Management Information - The Manager in the Prospectus are the persons responsible for the information contained

More information

ETFs and Index Funds. Similarities and Differences. For professional clients only

ETFs and Index Funds. Similarities and Differences. For professional clients only ETFs and Index Funds Similarities and Differences For professional clients only Most Exchange Traded Funds (ETFs) and index tracker funds share a common aim. That is, to match the performance of the index

More information

TAX IMPLICATIONS OF ishares FREQUENTLY ASKED QUESTIONS FOR CLIENTS IN THE UK ONLY

TAX IMPLICATIONS OF ishares FREQUENTLY ASKED QUESTIONS FOR CLIENTS IN THE UK ONLY TAX IMPLICATIONS OF ishares FREQUENTLY ASKED QUESTIONS FOR CLIENTS IN THE UK ONLY Introduction Many clients have questions about the tax implications of investing in our range of ishares funds. This document

More information

Investment Bond. Funds key features. This is an important document. Please keep it safe for future reference.

Investment Bond. Funds key features. This is an important document. Please keep it safe for future reference. Investment Bond Funds key features. This is an important document. Please keep it safe for future reference. 2 WHAT ARE THE FUNDS KEY FEATURES? This document is part of the information we provide you to

More information

Key features of the M&S Investment ISA and Investment Plan

Key features of the M&S Investment ISA and Investment Plan M&S INVESTMENT ISA AND INVESTMENT PLAN Key features of the M&S Investment ISA and Investment Plan INTRODUCING THE HSBC WORLD SELECTION PORTFOLIOS The Financial Conduct Authority is the independent financial

More information

Costs and charges the Vanguard Way

Costs and charges the Vanguard Way Costs and charges the Vanguard Way We believe you should understand exactly what you re paying for by being completely transparent in how we charge. This means clearly stating the costs of investing and

More information

SUPPLEMENT Davy Cautious Growth Fund

SUPPLEMENT Davy Cautious Growth Fund Davy Funds p.l.c. An open-ended umbrella investment company with variable capital and segregated liability between sub-funds incorporated with limited liability in Ireland under the Companies Acts 1963

More information

Legg Mason Western Asset Asian Opportunities Fund

Legg Mason Western Asset Asian Opportunities Fund PRODUCT KEY FACTS Legg Mason Global Funds Plc Legg Mason Western Asset Asian Opportunities Fund Issuer: Legg Mason Asset Management Hong Kong Limited January 2015 This statement provides you with key information

More information

Prospectus of CF Canada Life Investments Fund (An open-ended investment company incorporated with limited liability and registered in England and

Prospectus of CF Canada Life Investments Fund (An open-ended investment company incorporated with limited liability and registered in England and Prospectus of CF Canada Life Investments Fund (An open-ended investment company incorporated with limited liability and registered in England and Wales under registered number IC000941) (A UCITS Scheme)

More information

SIMPLIFIED PROSPECTUS JULY 2010 GENERAL INFORMATION

SIMPLIFIED PROSPECTUS JULY 2010 GENERAL INFORMATION BNP PARIBAS INSTICASH EUR A sub-fund of BNP Paribas InstiCash, a Luxembourg-based investment company with variable capital (Société d investissement à capital variable, referred to hereinafter as the "SICAV")

More information

IMPORTANT: IF YOU ARE IN ANY DOUBT ABOUT THE CONTENTS OF THIS PROSPECTUS YOU SHOULD CONSULT YOUR PROFESSIONAL ADVISER.

IMPORTANT: IF YOU ARE IN ANY DOUBT ABOUT THE CONTENTS OF THIS PROSPECTUS YOU SHOULD CONSULT YOUR PROFESSIONAL ADVISER. Prospectus of CF Prudential Investment Funds (1) ( An open-ended investment company incorporated with limited liability and registered in England and Wales under registered number IC508) IMPORTANT: IF

More information

Invesco Funds Series Invesco Funds Series 1-5 Invesco Funds Series 6 Consolidated Prospectus

Invesco Funds Series Invesco Funds Series 1-5 Invesco Funds Series 6 Consolidated Prospectus Invesco Funds Series 20 May 2013 The manager of the Funds, Invesco Global Asset Management Limited, accepts full responsibility for the accuracy of the information contained in this document including

More information

THOMSON REUTERS LIPPER

THOMSON REUTERS LIPPER THOMSON REUTERS LIPPER EUROPEAN FUND FLOWS REPORT: SEPTEMBER 2015 Please attribute the content to Detlef Glow, Lipper s head of EMEA research and the author of this report. Date of issue: October 19, 2015

More information

AVIVA INVESTORS INVESTMENT FUNDS ICVC

AVIVA INVESTORS INVESTMENT FUNDS ICVC AVIVA INVESTORS INVESTMENT FUNDS ICVC Prospectus Aviva Investors UK Fund Services Limited Registered in England and Wales under Registered Number IC14 This Prospectus is dated, and is valid as at 1 January

More information

The Royal Bank of Scotland plc

The Royal Bank of Scotland plc 5 October 2011 The Royal Bank of Scotland plc (Incorporated in Scotland with limited liability under the Companies Acts 1948 to 1980, registered number SCO90312) 200 Put Warrants linked to the performance

More information

Core/Satellite Investing

Core/Satellite Investing For professional investors only Core/Satellite Investing Core/satellite portfolio construction aims to combine the most effective characteristics of index and alpha-generating strategies offering flexibility

More information