| Description |
//No longer supported. This field was replaced by "OFST710312 HK Does Fund Intend To Use More Than 50 Percent Of Nav In Derivatives For Investment Purposes", which instead looks at the future intent of the fund, rather than past usage, but is otherwise similar.//
Has the fund used derivatives for investment purposes during the past 12 months?
Investment purposes do not include:
- netting, hedging or risk mitigation
- cash flow management
- market access or exposure replication (without incremental leverage at the fund portfolio level)
- investments in conventional convertible bonds
This field is to be used, if the fund is a registered retail fund in a specified jurisdiction. To obtain a list of specified jurisdiction please consider https://www.sfc.hk/en/Rules-and-standards/Suitability-requirement/Non-complex-and-complex-products/List-of-specified-jurisdictions.
More information on filling the fields can be found in the white paper under https://www.openfunds.org/knowledge/whitepapers/hong-kong-complex-and-non-complex-funds/ |