How is the FlexPortfolio a more efficient alternative than a UCIT?
News & Insights - October 14, 2021
Alex Contreras explains how our investment vehicle FlexPortfolio compares to a UCIT
While UCITs funds may be a good option for some institutional managers, they can also be expensive, challenging to launch, and burdensome to maintain in a good standing year after year. Additionally, you may not need a European Union registered UCIT to seek distribution in Latin American or offshore markets.
Let’s explore some of the main differences between FlexFunds’ FlexPortfolio Solution and UCITs:
The notes issued via a FlexPortfolio are tradable, making them available to brokers and private banking globally. UCITs are not always Euroclearable eligible to be traded and may not have the same distribution reach.
UCITs have a longer time to market; that is, the time necessary to have the investment vehicle ready is much longer than in the case of a FlexPortfolio. You can set up and launch your FlexPortfolio in about six weeks, with no maintenance or setup costs, which is a competitive advantage over a UCIT.
UCITs might present restrictions in the composition of their underlying assets, especially when compared with the flexibility and options that a FlexPortfolio can provide.
UCITs are not always exchange-listed.
Check out FlexFunds’ FlexPortfolio alternative when considering a UCIT or any other investment vehicle. At FlexFunds, we always recommend comparing which one may better fit your needs and strategy.
We provide our services under the Global Note Programs through several entities that perform different activities. Among these entities are FlexFunds ETP LLC which acts as Calculation Agent, and FlexFunds Ltd, which acts as the Program Coordinator. Before making a decision to invest in the Global Note Programs, you should consider the following:
1. Independent entities.FlexFunds ETP and FlexFunds Ltd. are not managers of the special purpose vehicles, collectively, responsible for the issuance of Notes under the Global Note Programs.
2. Coordinated Activities.FlexFunds ETP and FlexFunds Ltd act as coordinators of the different entities participating in the Global Note Programs. However, each of the entities is responsible for its own duties and activities in the process.
3. Not Broker-Dealer or Investment Adviser.Neither FlexFunds ETP nor FlexFunds Ltd. is a U.S. registered broker-dealer or an investment adviser registered with the U.S. Securities and Exchange Commission. Our entities do not raise capital for clients or the Issuers. We do not solicit any specific products, nor offer investment advice or make investment recommendations, nor do we offer tax, legal, financial advice or otherwise.
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