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Advice on UCITS eligible investment strategies

The UCITS III Product Directive and the Eligible Assets Directive dramatically increased the range of investment strategies which could be used within a UCITS fund.

Most significant has been the ability to utilise derivative instruments to achieve investment objectives in addition to hedging requirements.

KB Associates has many years experience advising both traditional and hedge managers on the investment strategies which may be facilitated in both UCITS and various other fund structures.