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Special Report on

Luxembourg SICAV Funds

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Despite its broad fund range and relative size, the feeling is that SGAM has struggled make an impact on the rest of the market. Sarah Godfrey discovers its plans to become more interesting. Société Générale may be a major name in the French banking world, but its UK fund business, SG Asset Management, seems to prefer to fly the flag for Britain, with no fewer than six UK equity funds in its range of 20. Performance across the range, where the oldest fund dates back only to March 1998, is respectable, with 11 out of the 17 funds with a three-year track record in the top half of their respective sectors over ...
money with others to participate in a wider range of investments than feasible for most individual investors, and to share the costs and benefits of doing so. Terminology varies with country but collective investment schemes are often referred to as mutual funds , investment funds , managed funds , or simply funds (note: mutual fund has a specific meaning in the US). Around the world large markets have developed around collective investment and these account for a substantial portion of all trading on major stock exchanges . Collective investments are promoted with a wide range of investment aims either targeting specific ...
Cayman to suffer as funds migrate to Europe - Cayman Islands News
Zais Group, is moving around $500m of assets held in the Cayman Islands to Luxembourg, HFMWeek has reported. The fund manager will move all its funds with European investors away from Cayman because of the encroaching regulation that will place restrictions on funds marketing to European investors. Luxembourg is becoming an increasingly popular destination with fund managers. As funds consider reshuffling their structures to conform to the AIFM Directive’s restrictions on the marketing of US managed hedge funds to European investors, Cayman looks set to suffer the biggest impact, should hedge funds and their European ... market research, surveys and trends
Migration or relocation of offshore funds to Luxembourg - Olivier ...
The Madoff scandal which has led to the quasi-collapse of the banking sector has changed the fund industry landscape. The ability to relocate in Luxembourg opens new horizons to offshore promoters and investors. The global economic downturn and the perspective of the implementation of the European Directive on Alternative Investment Fund Managers are additional factors which increase the desire of promoters to move to Luxembourg. Confirming such trend, more and more pure offshore funds are already administered via Luxembourg. Having a fund domicile in Luxembourg offers numerous advantages (I). Migration of offshore funds to ... market research, surveys and trends


UBS Faces Luxembourg Forgery Probe on Madoff Funds (Update1 ...
June 10 (Bloomberg) -- UBS AG’s Luxembourg unit is being probed by prosecutors over allegations of forgery when it oversaw two funds linked to Bernard Madoff. “A preliminary investigation by the prosecutor’s office is under way,” Henri Eippers, a spokesman for the Luxembourg Court of Justice said by telephone today. “The police already submitted a first report.” Access International Advisors LLC’s LuxAlpha Sicav-American Selection Fund and Luxembourg Investment Fund were among Luxembourg funds forced to suspend customer redemptions after Madoff’s December 2008 arrest. As custodian, ... industry trends, business articles and survey research
Keeping the Lux in Luxembourg — Site Selection Online Insider
Arcelor Group's corporate headquarters in Luxembourg City capture the essence of "Grand Duchy" territory, as well as provide a centralized point of operations for the company's 6,700 Luxembourg employees.         A ccording to the recently released 2006 Index of Economic Freedom , Luxembourg ranks fourth among 157 countries in its openness and freedom, just behind Ireland, Singapore and top-ranked Hong Kong.        Whether the country will remain free to pursue its own economic policies is a hazier proposition.        In early February, the European ... industry trends, business articles and survey research
Investor demand for Korean equities set to grow
As the macro environment in Korea improves and current geopolitical risks gradually recede, increasing numbers of European investors will be attracted by the valuation merits of the Korean market. That is the view of Mirae Asset Global Investments, one of Asia’s leading asset-management companies. Underlining this, Mirae Asset has recently secured a new investment in its Korea Equity SICAV from Finland’s Pohjola Asset Management on behalf of its Asian and Global Emerging Markets funds-of-funds. Since inception two years ago in July 2008, the Korean Equity Fund has returned 39.3% compared to its benchmark, the KOSPI ... market trends, news research and surveys resources
Threadneedle extends global reach
With its strength in British retail well established, Threadneedle is pursuing wider ambitions under a head of distribution who aims to drive into overseas markets, writes Will Jackson.  Threadneedle was founded in 1994. The firm actively managed £64 billion in assets at the end of March, on behalf of pension schemes, insurers, private investors, corporations, mutual funds and affiliate group companies. Threadneedle’s British retail business had a strong 2009, in relative and absolute terms. The firm’s ranking in the Investment Management Association’s retail funds table leapt from seventh to fourth as assets under management ... market trends, news research and surveys resources


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UK OEIC and Luxembourg SICAV Funds. TAX YEAR 2009-2010 uk. 1. 1. WHAT IS THE INCOME TAX POSITION FOR INVESTORS RECEIVING DIVIDEND ... technology research, surveys study and trend statistics
Complaint: CFTC v. Carmine Garofalo
Apr 19, 2010 ... Aleph Societe d'Investissement a Capitale Variable (“Aleph SICAV”) is a. Luxembourg based investment firm that operates four separate funds ... technology research, surveys study and trend statistics
The Financing of the Global Energy Efficiency and Renewable Energy ...
funds, etc. It is thus a global risk capital fund which ..... Climate Change related to Development SICAV, SIF, November, Luxembourg. ...
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T.Rowe Price Funds SICAV-Global Emerging Markets Equity Fund , can ...
How rewarding/risky you it is. In India a AMC through an ongoing New Fund Offer is giving opportunity to invest in it. Should we take part to enjoy emerging markets. Member since: April 26, 2006 Total points: 117 (Level 1) Yes , if you are allready invested into Indian Markets and are looking for diversification, then investing into other emerging markets makes sense. According to me , the benifits are as follows. 1) Helps in Risk diversification 2) Emerging markets like Brazil, korea are reletively cheper then Indian Markets ( P/e) 3) Its always a good idea to diversify across economies. some brief about the Fund Kotak Global ...
Is it strange that Mark Kurland would say that running a fund ...
Asset manager Union Bancaire Privee has launched its first long/short fund run by an external hedge fund manager, but to satisfy the thirst for more liquid investments, it has opted for a portfolio following European rules that stipulate investors be allowed out at least every fortnight. The Swiss firm has partnered with US hedge fund manager New Castle funds to launch the product, a version of the manager's flagship hedge fund, which will be regulated by the European investment restrictions: Undertakings for Collective Investment in Transferable Securities (Ucits). UBP hopes to raise up to $500m (€340m) for the fund over ...