Advantages of UCITS funds

Commonly mentioned advantages of UCITS for investors:

  • Most regulated collective investment vehicles in the EU.
  • Perceived as offering the best legal protection to investors.
  • Tend to receive the most favourable tax and regulatory treatment in the EU.
  • Liquidity: redeemable at NAV at least bi-monthly by law.
  • By law limits on market risk, counter party risk and concentration risks apply.
  • Increased responsibility of service providers (external management company, deposit bank, administrator, etc...).