# Investment trust conforming to EU Directive (UCITS-compliant investment fund)

- Canonical URL: https://www.gerhardmerk.de/investment-trust-conforming-to-eu-directive-ucits-compliant-investment-fund
- Post ID: 588040
- Modified: 2023-07-25T21:01:12+00:00
- Language: en

## Definition

An investment management company authorized to market funds in the EU that complies in all respects with the requirements of a relevant EU directive. In addition, there are also non-UCITS-compliant investment funds. By the end of 2007, all but a few of the non-UCITS-compliant funds had been successfully converted to the Investment Act. - See money market funds, investment funds, investment assets, Investment Code, undertakings for collective investment in transferable securities, super UCITS funds. - See BaFin Annual Report 2007, p. 171 (conversion; domicile of funds in Luxembourg), BaFin Annual Report 2008, pp. 197 f. (development of compliant and non-compliant funds and assets), BaFin Annual Report 2009, p. 222 (slight decline in funds), BaFin Annual Report 2010, pp. 240 f. (number of non-compliant investment funds continues to decline), BaFin Annual Report 2013, p. 184 (legal development due to the Act Implementing the Alternative Investment Fund Managers Directive [AIFM-UmsG]), and the respective BaFin Annual Report, chapter "Supervision of Securities Trading and Investment Business." Attention: The financial encyclopedia is protected by copyright and may only be used for private purposes without express consent! University Professor Dr. Gerhard Merk, Dipl.rer.pol., Dipl.rer.oec. Professor Dr. Eckehard Krah, Dipl.rer.pol. E-mail address: info@ekrah.com https://de.wikipedia.org/wiki/Gerhard_Ernst_Merk https://www.jung-stilling-gesellschaft.de/merk/ https://www.gerhardmerk.de/

## Machine-readable

- Generator: Merk Knowledge 1.1.1