Position papers
More consistency in investment limits for funds
According to the EU UCITS Directive, actively managed mutual funds may only invest up to ten percent of their clients' money in shares of a one single company. However, fast-growing companies with above-average share price performance in particular are coming up against this limit. As a result, fund managers have to sell the shares of these companies, which in turn has a negative effect on the share price. Investors in these funds no longer participate fully in the share price potential of these companies. We therefore suggest increasing the investment limits, which is already provided for in passively managed equity funds.
Position papers
Financial market regulation and real economy
Contact
Dr. Norbert Kuhn
Deputy Head of Capital Markets Department
Head of Corporate Finance
Tel.+49 69 92915-20
kuhn(at)dai.de