Brief presentation of the UCITS
- when the unit trust, common contractual fund or the investment company was created and indication of the Member State where the unit trust, common contractual fund or the investment company has been registered/incorporated,
- in the case of UCITS having different investment compartments, the indication of this circumstance,
- management company (when applicable),
- expected period of existence (when applicable),
- trustee,
- auditors,
- financial group (e.g. a Bank) promoting the UCITS.
Investment information
- short definition of the UCITS' objectives,
- the unit trust's, common contractual fund's or the investment company's investment policy and a brief assessment of the fund's risk profile (including, if applicable, information according to Regulations 51 and 52 and by investment compartment),
- historical performance of the unit trust, common contractual fund or investment company (where applicable) and a warning that this is no