🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…CLAIM SALE

German regulator to investigate 'closet index funds'

Published 15/02/2016, 17:39
© Reuters.  German regulator to investigate 'closet index funds'

FRANKFURT/LONDON (Reuters) - Germany's markets regulator said on Monday it would investigate whether asset managers mislead investors by selling actively managed funds which then tracked a benchmark index too closely.

BaFin's decision to probe whether fund firms were marketing so-called 'closet index funds' comes shortly after Europe's financial markets regulator said up to a sixth of retail-focused equity funds could be guilty of the practise.

Using the European Securities and Markets Authority (ESMA) study as a starting point, BaFin said it would collect data from a number of managers before doing a deeper assessment on those funds which looked like they could be closet indexers.

It follows similar moves by regulators in countries including the UK, Denmark, Sweden and Norway.

ESMA has said it is considering what action to take next and has so-far opted not to disclose the names of the funds concerned.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.