Investment Objectives & Policies:

This section of the prospectus is where you will find your scheme specific rules, i.e. your prospectus rules. Click here for a guide on how to write clear and concise rules.

Investment and Borrowing Powers:

This section of the prospectus contains the core regulatory rules applicable to the fund type, however, additional investment rules that are more restrictive that the core regulations may be found within the general investment rules section. More

Additional Considerations:

The government and public securities issuers in which (particularly UCITS) can invest more than 35% in any one issuer. Click here for a sample eligible GOPS issuer matrix.

The Eligible security and derivatives markets in which the scheme can invest. Click here for a sample eligible market matrix.