Investment Products Flashcards
1
Q
How much can a UCITS fund deposit in a single institution?
A
20%
2
Q
How much of a UCITS fund can be made up of a single issuer?
A
5% (10% for 4 companies)
3
Q
How much of a UCITS fund holding can be made up of a CIS?
A
20%
4
Q
How much of a UCITS fund holding can be made up of a single government issuer?
A
35%
5
Q
How much of a UCITS fund holding can be made up of a single government issue?
A
30%
6
Q
What is the maximum holding in a single company that a UCITS fund can hold?
A
10%
7
Q
What is the maximum holding in a single CIS that a UCITS fund can hold?
A
25%
