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An investment vehicle that pools individual investors’ money into one professionally managed portfolio of stocks, bonds and/or other securities, including long/short funds and funds that are highly leveraged. UCITS are governed by European Commission regulations and investors must hold an EU passport.
UCITS are quite flexible but must follow certain diversification and leverage rules. For example, the 5/10/40 rule says a UCITS may not invest more than 5% (although that limit can rise to be 10%) of net assets in instruments issued by the same body so long as the total value of the securities is less than 40%.
This website contains important legal and general information on Brookfield Oaktree Wealth Solutions and its investment affiliates. This website is not directed at any jurisdiction and is not intended for any use that would be contrary to local law or regulation.
The products described on this website have not been registered under the United States Securities Act of 1933, and are not offered and may not be sold in the United States or to US citizens and residents.
This website is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced on or through this website in which such an offer, solicitation or distribution would be unlawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation. Nor does this website constitute an offering or recommendation by Brookfield Oaktree Wealth Solutions or any of its affiliates described herein of any security, investment management service, or advisory service.
No investment advice, tax advice, or legal advice is provided through this website, and you agree that this website will not be used by you for these purposes. No representation is given that the securities, products, or services discussed on or accessible through, this website are suitable for any particular investor. Products and services may not be available to certain investors. All investments involve risk.
Please refer to our registration matrix to identify where our UCITS Funds are available.