He aha ka UCITS - wehewehe
UCITS Wehewehe : He hui kālā ka UCITS nāna e mālama i kahi waihona kālā hoʻolaʻa i hoʻolaʻa ʻia no ka hoʻopukapuka kālā a me nā hoʻopukapuka paʻa. ʻO UCITS kekahi acronym no Organization for Collective Investment in Transferable Securities. He hui kēia i hoʻoponopono ʻia e ka AMF. ʻO kēia kekahi o nā huahana āu e pono ai e ʻike e hoʻomaka i ka mākeke kūʻai.
- ʻO kaʻoiaʻiʻo, hāʻawi kēia hui kālā i nā mea hoʻopukapuka i ka manawa e hana i nā hoʻopukapuka, i nā manawa maʻamau, paʻakikī ke komo. No ka laʻana, hiki i nā hui a i ʻole nā kānaka ke hoʻopukapuka kālā i nā mākeke kālā a i ʻole nā mākeke kālā a i ʻole nā ʻāpana inoa ʻole e hoʻohana ana i ka UCITS.
- ʻO ke kuleana o UCITS ka mea e hōʻoia i ka hōʻiliʻili kālā ʻoiai e hāʻawi ana i nā palekana kālā no nā mea pāʻani like ʻole. He mau kanaka paha kēia, ʻoihana, a i ʻole nā mea ʻē aʻe. Akā ʻo ka pahuhopu nui o ka UCITS ka loaʻa ʻana o nā waiwai kālā.
- Pono e hoʻomaopopo ʻia hiki i ka UCITS ke loaʻa i ʻelua ʻano hoʻonohonoho: ma ke ʻano he Sicav a i ʻole he FCP. ʻO nā Sicavs a i ʻole nā ʻoihana hoʻopukapuka kālā ʻokoʻa e hōʻike ana iā UCITS nona nā papa alakaʻi.
- No ka hui ma FCP a i ʻole Mutual Fund, ʻo ia nā UCITS ʻaʻohe ʻano kānāwai. Loaʻa i kēia mau UCITS ke kūlana o ka hui ʻana. Ma keʻano laulā, ua hoʻokumu ʻia kēia mau hui ma ke ʻano o kahi hui hoʻokele a me kahi waihona mālama.
- Inā makemake ʻoe e hoʻokomo i ka UCITS, pono ʻoe e koho i kahi mea kūʻai aku e hāʻawi i nā hoʻopukapuka hoʻonohonoho. Eia kekahi, ke hāʻawi nei kēia mea hoʻoponopono kālā i nā uku hoʻemi.
ʻO ka huaʻōlelo like UCITS
- Hoʻoholo no ka hoʻokomo pū ʻana i nā Securities Transferable
- UCITS
- ʻO nā hana no ka hoʻokomo kālā ʻana i nā Securities Transferable
Etymology UCITS
Kū ʻo OPVCM no "Collective Investment Organization in Transferable Securities". Ma ka ʻōlelo Pelekania, ʻo nā hua mua UCITS a i ʻole Undertakings for Collective Investments in Transferable Securities e kuhikuhi i ka huaʻōlelo.
Nā ʻōlelo a i ʻole nā huaʻōlelo e pili ana iā UCITS
- Sicav UCITS – Wehewehe : Hoʻohui pū ʻo UCITS Sicavs i nā ʻoihana hoʻopukapuka me ke kapikala hoʻololi. ʻO kēia nā ʻāpana o kahi hui aupuni i loaʻa i ka mea hoʻopukapuka ke kūlana kuleana. Ma keʻano laulā, pili ka waiwai o kēia mau māhele i ka hana o nā palekana i loko o ka waihona Sicav. Hiki i ka mea kuleana ʻo Sicav ke kūʻai aku i nā securities āna e paʻa ai ma ka mākeke i kēlā me kēia manawa.
- FCP UCITS – Wehewehe : Ke kū nei ʻo FCP no nā Waihona Mutual. He mau kuleana hui kēia o nā securities a ʻaʻole ʻo ia nā ʻoihana e ʻōlelo koʻikoʻi. ʻO kaʻoiaʻiʻo, kūʻai wale ka mea kākau inoa i nā ʻāpana o ka waihona, akā ʻaʻole ia e hoʻopā i nā securities i loko. No laila, loaʻa iā ia ke kūlana o "mea kuleana".
- AMF - Wehewehe : He hui kūʻokoʻa ʻo AMF a i ʻole Financial Markets Authority e hōʻoiaʻiʻo ana i ka palekana o ka mālama kālā i hoʻokomo ʻia i nā huahana kālā. Aia i kēia kino ke kuleana o ka hōʻoia ʻana i ka ʻike maopopo o ka ʻike i manaʻo ʻia no nā mea hoʻopukapuka. Eia kekahi, hōʻoia i ka hana kūpono o nā mākeke.
- PEA UCITS – Wehewehe : ʻO ka PEA ʻo ia hoʻi ka Plan Savings Plan. ʻO ka ʻoiaʻiʻo, he envelop kālā ia e hiki ai ke hana i kahi hoʻopukapuka UCITS.
- UCITS Waiwai Intermediary - Wehewehe : ʻO kahi mea kūʻai kālā, e like me ka inoa e hōʻike nei, lawelawe ma ke ʻano he mea hoʻokele e hoʻokele i ka waihona kālā no ka UCITS. I ka hihia o Farani, ʻo nā mea hoʻolaha no ka laʻana nā brokers pūnaewele, nā panakō a i ʻole nā hui ʻinikua.
- SCPI - Wehewehe : SCPI 'o ia ho'i ka hui waiwai waiwai. He hopena maʻalahi kēia no ka hoʻokomo kālā ʻana i nā keʻena a i ʻole nā ʻoihana i hiki ʻole i nā poʻe.
He aha ka papa inoa UCITS - wehewehe
ʻO kahi waihona kālā index he ʻano o ka waihona kālā e hoʻopiʻi i ka hana o kahi index benchmark. No ka laʻana, hiki iā ia ke hahai i ke ʻano o kahi papa kuhikuhi mākeke i kapa ʻia ʻo CAC 40 a i ʻole ka S&P 500. Eia kekahi, pono e hoʻomaopopo ʻia e hiki ke kuhikuhi ʻia ʻo Sicavs ma ka papa kuhikuhi like ʻole me ka like ʻole o kā lākou hana. ʻOiaʻiʻo, hiki i kēia ke wehewehe i nā hoʻoponopono ʻoi loa o Farani no kēia ʻano hoʻopukapuka. Eia kekahi, ʻaʻole hiki i nā luna kālā ke hana i kahi pae waiwai ma mua o 10% o kā lākou waiwai.
He aha nā UCITS?
Ma ka laulā, aia he 6 mau ʻohana nui o UCITS: nā ʻāpana, nā paʻa a me nā mea hōʻaiʻē ʻē aʻe, nā palekana mākeke kālā, nā kālā ʻē aʻe, nā ʻano a i ʻole nā kālā i hoʻonohonoho ʻia, a ma hope i hoʻololi ʻia.
He aha ke kuleana o UCITS?
ʻO ke kuleana o ka OPVCM ka hana ʻana ma ke ʻano he hui kālā no kāna poʻe kākau inoa. ʻO ia hoʻi, hāʻawi iā lākou i ka manawa e hana ai i nā hoʻopukapuka kālā ma nā mākeke kālā paʻakikī ke komo.
He aha ka ʻokoʻa ma waena o Sicavs a me FCP?
ʻO ka ʻokoʻa nui ma waena o Sicavs a me FCP aia ma ke ʻano kānāwai. ʻO ka ʻoiaʻiʻo, lawe ʻo Sicav i ke ʻano o kahi ʻoihana liʻiliʻi me ke kapikala ʻokoʻa nona ka pahuhopu o ka hoʻokele ʻana i kahi kōpili o nā securities hiki ke hoʻololi. No ka FCP, ʻo ia ke aupuni o ka hui pū ʻana o nā securities hiki ke hoʻololi.
He aha nā pōmaikaʻi o ka hoʻopukapuka ʻana ma UCITS?
ʻO kahi hoʻopukapuka UCITS kekahi o nā hoʻopukapuka liʻiliʻi loa no ka mea mālama. Ma ka ʻaoʻao ʻē aʻe, ʻo ia kekahi o nā kālā liʻiliʻi loa. ʻO nā palekana kālā e hiki ke hoʻopukapuka ʻia e hilinaʻi wale ʻia i ka wā pōkole.
Nā nīnau e pili ana i ka wehewehe ʻana o OCPVM? Mai kānalua e nīnau iā mākou ma nā ʻōlelo!
