There are a number of different ways that a fund manager can set up a management structure; one way is an umbrella fund. The umbrella fund is one of the more complex ways to set up a fund ...

Different umbrella funds will structure and calculate these costs in different ways, Acton says. For example, some fees are calculated as a percentage of assets, while others are based on a set ...

Many Possibilities Under an Umbrella It turns out the simplicity of the Fund Group concept is robust enough to accommodate a number of different fund structures. Recently, we have seen several ...

“Likewise, an impactful umbrella fund must be able to structure its investment portfolios (both pre and post-retirement) on a best-of-breed basis without having to accommodate in-house asset ...

For starters, umbrella funds are not limited to policies ... How relevant do they remain? This insured fund structure is not without its own shortcomings though. Key amongst these is its lack ...

The impending launch in Europe of a quartet of exchange traded funds could pave the way for a rapid expansion of Vanguard-style umbrella structures offering both ETFs and mutual funds. The May ...

More than R43 billion has already been withdrawn under South Africa’s new two-pot retirement system — and over R11 billion collected in tax revenue. If you are a business owner or head of ...

The VCC is a corporate structure for investment funds that can be set up as a standalone fund or an umbrella fund with two or more sub-funds, each holding a portfolio of assets and liabilities ...

Shuaa established the Incorporated Cell Company (ICC) fund structure in ADGM in 2020 to ... compliant open-ended funds launched under the ICC umbrella in November 2020, Nujoom Aggressive Fund ...