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This document provides key investor information about the MFM Slater Growth Fund, outlining objectives, investment policy, risks, and charges, required by law for investor understanding.
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How to fill out key investor information
How to fill out Key Investor Information
01
Identify the investment fund you wish to evaluate.
02
Gather the necessary details from the fund's brochure or website.
03
Read the objectives and investment strategy of the fund.
04
Review the risks involved, including market risk, liquidity risk, and credit risk.
05
Check the costs associated with the investment, such as management fees and other charges.
06
Examine the past performance of the fund over various time frames.
07
Look for any specific terms or conditions that may affect your investment.
08
Compile all the gathered information in a clear and concise format.
Who needs Key Investor Information?
01
Individual investors considering an investment in a fund.
02
Financial advisors assisting clients with investment decisions.
03
Regulatory bodies ensuring compliance with investment disclosures.
04
Institutional investors evaluating fund options.
05
Retail investors looking for transparency and clear information about investment products.
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People Also Ask about
What is a key investor document kid?
This used to be called the Key Investor Information Document (KIID). But now you might see a simplified version, called the Key Information Document (KID). Both the KIID and KID are designed to give investors an overview of a fund's key features, making it easier to compare different funds.
What is a key investor information document?
The KIID is a two-page 'fact-sheet' style document which includes the critical information about a fund. The document aims to help investors understand the nature and key risks of the fund in order to make a more informed investment decision.
What is a key information document for investment funds?
Key Investor Information Documents (KIIDs) provide a summary of the key information relating to individual funds, including the risks. They have a standard format so it's easier for you to compare different funds and they are updated regularly.
What is the difference between a kid and a kiid?
A KIID is the older version of a KID. It was designed to replace a fund's simplified prospectus, so that non-expert investors could get the information they need in a short, standardised format. KIIDs are two pages long and made up of six sections, covering: Fund, share class and management company details.
What is a kid document for ETF?
The Key Information Document (KID) provides you with key information about a specific investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products.
What is the key investor information document regulation?
The UCITS IV Directive sets out the framework for the KIID, a stand-alone, pre-contractual, 2-page document containing the essential features of the fund and is to be systematically provided to investors before they decide to invest.
What is a key information document for investment funds?
Key Investor Information Documents (KIIDs) provide a summary of the key information relating to individual funds, including the risks. They have a standard format so it's easier for you to compare different funds and they are updated regularly.
What is a key investor information document kid?
What are Key Information Documents (KIDs) and what will they include? KIDs are short, plainly-worded documents – no more than three pages long – that will provide investors with answers to the key questions they have about the features, risks, and costs of investment products.
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What is Key Investor Information?
Key Investor Information refers to essential details about an investment product, usually provided in a standardized format to help investors understand the nature of the investment, its risks, costs, and potential returns.
Who is required to file Key Investor Information?
Investment firms, fund managers, and financial institutions that offer investment products, such as mutual funds and other collective investment schemes, are typically required to file Key Investor Information.
How to fill out Key Investor Information?
Key Investor Information should be filled out following the specific regulatory guidelines, ensuring that it includes clear, concise, and standardized information about the investment product, focusing on key aspects like objectives, risks, costs, and performance.
What is the purpose of Key Investor Information?
The purpose of Key Investor Information is to provide investors with important information about an investment product in an easily understandable format, allowing them to make informed decisions.
What information must be reported on Key Investor Information?
Key Investor Information must typically report data on the investment objectives, risks involved, costs and charges, past performance, and other significant features of the investment product.
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