Knowledge Base

Which type of management allows the manager to tactically adjust the allocation between asset classes?

Index management

Active conviction management

Flexible management

Alternative management

Which fund type has equity exposure limited to a maximum of 10%?

Equity UCIs

Bond UCIs

Money Market UCIs

Mixed UCIs

What is the main difference between index management and active management?

Index management uses sophisticated strategies such as long-short

Active management aims to faithfully replicate a benchmark index

Index management has a low tracking error and reduced fees

Active management accepts no deviation from the index

What is the main characteristic of Equity UCIs according to the AMF?

Primary investment in fixed-income markets

Minimum 60% exposure to equity markets

Weighted average maturity below 60 days

Allocation defined in the prospectus for multiple asset classes

UCITS benefit from the European marketing passport and are primarily intended for retail investors.

True

False

Maximum weighted average maturity (WAM) for a standard money market fund

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Categorize items by dragging them to the appropriate zones

Items to categorize:

General Purpose Investment Fund

Private Equity Fund

Real Estate Fund

Specialised Professional Fund

Categories:

Alternative Investment Funds

Other

Alternative funds primarily aim to outperform a specific benchmark.

True

False