Insights by Tag:

Ucits

Products
Funds of structured products: Citic CLSA note debuts

01 Aug 2024

Funds of structured products: Citic CLSA note debuts

In part two of our three-part roundup, we review how funds from Switzerland, the UK and Ireland performed in the first half of the year.

Products
Schroders: autocall fund a more liquid alternative

23 Jul 2024

Schroders: autocall fund a more liquid alternative

The British asset manager’s first autocall fund since the 2008 financial crisis has posted a discrete net return of 8.8% on its first-year anniversary.

Regulation
EU Council ditches ban on inducements, introduces 'value for money' rule

13 Jun 2024

EU Council ditches ban on inducements, introduces 'value for money' rule

The new retail investment package includes a proposal for a regulation amending the Priips regime and a new Omnibus directive amending several European regulations.

Market
Crossborder, Kintore partnership brings gold v FX strategy to AMC market

20 Dec 2023

Crossborder, Kintore partnership brings gold v FX strategy to AMC market

The new product has been issued by UniCredit using the actively managed certificate wrapper.

Market
DB takes advantage of market environment, cashes in on autocallable Ucits play

05 Oct 2023

DB takes advantage of market environment, cashes in on autocallable Ucits play

Deutsche Bank’s markets division has been investing in its structured products platform in the wake of a renewed investor appetite for fixed income solutions.

Regulation
FCA sets out retail investor disclosure framework, buy-side raise red flags

13 Dec 2022

FCA sets out retail investor disclosure framework, buy-side raise red flags

The UK regulator is seeking market feedback on a new regulatory framework to replace the Priips and Ucits rules.

Regulation
UK gov moves to revoke Priips regime

09 Dec 2022

UK gov moves to revoke Priips regime

The UK government has set out a collection of 30 regulatory reforms for financial services which include a new retail disclosure regime which will phase out Priips.

Products
Priips: how did we end up here?

06 Dec 2022

Priips: how did we end up here?

The funds industry has finally got his way with the Ucits Priips with new ‘subtle’ changes for 2023 which will have far-reaching consequences.

Products
Funds of structured products (part 2): profiting from the UK mini budget fiasco

01 Nov 2022

Funds of structured products (part 2): profiting from the UK mini budget fiasco

SRP looks at updates from seven funds of structured products to see how they are positioned to achieve their long-term target returns.

Products
Product wrap: SG private 85/15 note tracks Ucits fund

16 Sep 2022

Product wrap: SG private 85/15 note tracks Ucits fund

In this week’s wrap, we look at a selection of structured products with strike dates between 11-17 September 2022.

Market
Latest: Leonteq collaborates with fund manager, expands AMC offering

04 Jul 2022

Latest: Leonteq collaborates with fund manager, expands AMC offering

Leonteq is collaborating with Ixios Asset Management for the exclusive distribution of Ixios funds and the launch of a series of thematic actively managed certificates (AMCs).

Products
Product wrap: SG tracks mutual fund with 70/30 note

13 May 2022

Product wrap: SG tracks mutual fund with 70/30 note

In this week’s wrap, we look at a selection of structured products with strike dates between 8-14 May 2022.