Ucits and Oeics: what's in a name?

clock

Changes to Isa rules have seen the emergence of the Oeic and the Ucits. But what is the difference? ...

Changes to Isa rules have seen the emergence of the Oeic and the Ucits. But what is the difference? Stuart Holah explains One change under Isa rules that sets them apart from Peps is the ability to invest in Undertakings for Collective Investment in Transferable Securities (Ucits) funds alongside the previously available Oeics, unit trusts and investment trusts. For those unfamiliar with Ucits, the product takes its name from an EU directive allowing cross-border promotion of funds within the European Union. Many UK advisers carry out little business in Ucits and these vehicles have receiv...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Over a quarter of younger investors own crypto as overall optimism on the rise in July

Over a quarter of younger investors own crypto as overall optimism on the rise in July

Optimism up from May figures

Sorin Dojan
clock 23 July 2025 • 2 min read
Partner Podcast: What clients really want from their managers

Partner Podcast: What clients really want from their managers

Listen to the latest postcast with Honor Solomon, CEO for EMEA and Head of EMEA Retail Sales, at AllianceBernstein

Honor Solomon, CEO for EMEA and Head of EMEA Retail Sales, at AllianceBernstein
clock 22 July 2025 • 1 min read
Dimensional's Kaitlin Hendrix: Counting the cost of index rebalancing

Dimensional's Kaitlin Hendrix: Counting the cost of index rebalancing

Reconstitutions can hurt returns

Kaitlin Hendrix
clock 18 July 2025 • 4 min read
Trustpilot
Loading page